# Forza Wealth Management Forza Wealth Management is a Bank / Wealth / Trust based in Sarasota, United States. ## Overview - **Organization type:** Bank / Wealth / Trust - **Headquarters:** Sarasota, United States - **Region:** North America - **Address:** Sarasota, FL, United States - **Founded:** 2015 - **Assets under management:** Undisclosed - **Website:** forzawealth.com - **LinkedIn:** https://www.linkedin.com/company/forza-wealth-management ## Regulatory record - **CRD number:** 281075 - **SEC file number:** 801-119396 - **Registration status:** APPROVED - **Latest Form ADV filing:** 2026-03-30T05:00:00.000Z - **Reports private funds:** No - **Private funds reported:** 0 - **IAPD record:** https://adviserinfo.sec.gov/firm/summary/281075 ## About 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. 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. ## Questions ### 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. ## Related profiles - [Forward Financial Planning](https://altss.com/profile/forward-financial-planning) - [Foshan Chancheng City Infrastructure Development and Construction](https://altss.com/profile/foshan-chancheng-city-infrastructure-development-and-construction) --- Last updated: 2026-08-11T02:43:31.692Z Canonical page: https://altss.com/profile/forza-wealth-management Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology