Forvis Wealth Advisors

Forvis Wealth Advisors is the registered investment advisor entity tied to FORVIS, LLP — a top-10 US public accounting firm created through the June 2022 merger of BKD, LLP and Dixon Hughes Goodman, LLP. The wealth advisory group serves clients who typically come through the accounting firm's tax and business advisory relationships. This structure allows wealth management and venture capital allocation to operate adjacent to audit, tax, and consulting professionals across the firm's US offices.

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.

The firm does not appear to operate a publicly announced, standalone venture fund structure. Capital appears to be deployed through direct investments, co-investment syndicates, and deal-by-deal vehicles that leverage the FORVIS partner and client network. This structure offers flexibility in deal pacing and avoids fund-level capital commitments and reported return metrics typical of institutional venture firms.

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.