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Forza Wealth Management
Forza Wealth Management launched in 2015 under founder James J. Krasnay, a Florida-registered investment advisor representative. The Sarasota headquarters...
Forza Wealth Management
Forza Wealth Management launched in 2015 under founder James J. Krasnay, a Florida-registered investment advisor representative. The Sarasota headquarters positions the firm to serve the concentrated wealth along Florida's Gulf Coast, from Tampa Bay to Naples. Forza operates as a fee-only registered investment advisor, meaning it does not collect commissions on product sales — a structural choice that aligns its incentives with client outcomes rather than transaction volume. The firm provides discretionary and non-discretionary investment management, constructing allocations that span public equities, investment-grade and high-yield fixed income, real estate investment trusts, and private alternative funds. Forza's approach emphasizes portfolio construction for tax-aware, multi-generational wealth rather than benchmark-chasing — a posture that resonates with the retiree, business-owner, and trust-administrator segments that define the Gulf Coast private-wealth market. The firm selects individual securities, ETFs, and third-party fund managers, blending direct ownership with institutional fund access. Forza's team size and assets under management are not publicly disclosed. The firm maintains a deliberately low profile, consistent with many Florida RIAs that prioritize client privacy and avoid institutional marketing. Founder James Krasnay holds the Chartered Financial Analyst designation, bringing institutional-caliber analytical training to the private-client setting. Forza's compliance record through the SEC's Investment Adviser Public Disclosure system shows no disciplinary events — relevant for families vetting a fiduciary partner whose longevity turns on unblemished regulatory stewardship. Unlike multi-family offices that scale through advisor recruiting and acquisition, Forza's architecture appears to be that of a classic solo-practitioner RIA — a single-disciplinarian model where the founder's investment judgment is the primary intellectual capital. This creates concentrated accountability but also succession risk; the firm has not disclosed any next-generation leadership or internal ownership transition plan. For Gulf Coast families who value direct access to the person designing their portfolio, that singular focus is the structural differentiator.
General information
Firm type
Bank / Wealth / Trust
Year founded
2015
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Sarasota
Corporate office
Sarasota, FL, United States
Frequently asked questions
Who runs Forza Wealth Management?
James J. Krasnay founded Forza in 2015 and serves as its lead investment advisor. Mr. Krasnay holds the Chartered Financial Analyst designation, indicating institutional-quality investment training applied to private-client portfolios. The firm's SEC filings list him as the primary investment advisor representative, consistent with a founder-led practice.
Is Forza a fee-only or commission-based advisor?
Forza operates as a fee-only registered investment advisor. This means the firm does not accept commissions, 12b-1 fees, or revenue-sharing payments from product providers. Fee-only status is a structural commitment — it removes the financial incentive to recommend a product that pays the advisor more, which is a meaningful governance distinction for families evaluating fiduciary alignment.
What types of clients does Forza typically serve?
The firm's Sarasota location and SEC disclosures indicate it serves individuals, high-net-worth families, trusts, and retirement plans along Florida's Gulf Coast. Forza structures portfolios for tax-sensitive wealth — a priority for the retiree, entrepreneur, and multi-generational trust populations concentrated between Tampa and Naples.
What investment vehicles does Forza use?
Forza constructs portfolios using individual stocks and bonds, ETFs, mutual funds, REITs, and private alternative funds. The firm can invest on either a discretionary basis — making decisions without prior client approval — or a non-discretionary basis, where the client must authorize each trade. This flexibility allows Forza to match its service to each client's governance preference.
Has Forza had any regulatory or disciplinary events?
Publicly available SEC Investment Adviser Public Disclosure records show no disciplinary events for Forza Wealth Management or its associated representatives. For a fiduciary RIA, a clean regulatory record is essential — it signals that the firm has not breached its duties of loyalty and care in the decade since its founding.
What is Forza's succession plan?
Forza has not publicly disclosed a succession plan or next-generation leadership structure. The firm's concentration of investment authority in founder James J. Krasnay creates clear accountability but also key-person risk. Families who make Forza their sole wealth advisor should ask directly about the emergency continuity plan, buy-sell agreement, and whether a junior advisor is being trained into portfolio-management authority.
How does Forza compare to larger Gulf Coast RIAs?
Forza's small-solo-practitioner model contrasts with larger Sarasota firms such as Cumberland Advisors or Caldwell Trust, which have deeper management benches and publicly reported AUM. The tradeoff: Forza clients likely get direct portfolio-manager access that a larger institution dilutes across relationship managers and investment committees, but they accept concentrated key-person risk in return.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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