Forvis Wealth Advisors

The firm primarily sources deal flow through the professional network of FORVIS partners and their private company clients. Tax partners and audit teams frequently identify growth-stage businesses seeking capital, creating a proprietary origination pipeline grounded in ongoing advisory relationships rather than traditional cold outreach. This model is distinct from institutional venture firms that rely on founder inbound, accelerator networks, or banker-led deal flow.

Based on the firm's professional services heritage and middle-market client concentration, the venture allocation is oriented toward enterprise software, healthcare services, and business services companies. Stage preferences lean toward growth equity and late-stage venture rounds where tax and audit diligence is already in place. The firm's geographic focus mirrors the FORVIS office footprint, with deep coverage of the Southeast, Midwest, and Texas markets.

The firm does not publicly disclose regulatory assets under management. Its SEC registration as an investment advisor covers multiple advisory services including wealth management, retirement planning, and investment consulting. The venture allocation represents a component of the broader private client portfolio, and no separated venture AUM figure has been published in industry databases or the firm's own communications.