Forte Capital

Trust Score 96%
Trust Score info_outline

Last updated: August 11th, 2019. Data source: SEC filings.


Forte Capital, federally registered in 1998, is a Registered Investment Advisor (RIA) in 19 state(s) with a licensed staff of 3 advisors. Forte Capital manages $797.8 million and provides investment advisory services for 764 clients (1:255 advisor/client ratio). This firm does not have a disciplinary history.


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Firm Information

Feature Value
Minimum Investment $500,000
Average Client Balance $1,044,220
Hybrid Advisor No
Disciplinary History No
Total AUM $797.8 million
Advisor / Client Ratio 1:255
Headquarters Rochester, NY
SEC Filings Forms and Brochures    (CRD # 109941)
State(s) Registered CA, CO, CT, FL, GA, HI, IL, MA, NV, NH, NJ, NY, NC, OR, PA, SC, TX, VT, VA

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