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Aft, Forsyth and Company, Inc.

● SEC registered since 2005CRD 137404SEC# 801-64757Jupiter, FL
Export (members)
Reg. AUM
$258.6M
Employees
2
Accounts
176
Location
Jupiter, FL

Aft, Forsyth and Company, Inc. assets under management

Aft, Forsyth and Company, Inc. is an SEC-registered investment adviser based in Jupiter, FL. The firm has been registered since 2005. It reports $258.6 million in regulatory assets under management and employs 2 people.

Aft, Forsyth and Company, Inc. owners & executives

1 reported
NameTitleOwnershipSince
Larry Norman Aft ControlPresident/Chief Compliance OfficerOver 75%2005

Frequently asked questions

How much does Aft, Forsyth and Company, Inc. manage?

Aft, Forsyth and Company, Inc. reports $258.6 million in regulatory assets under management on its Form ADV.

How many employees does Aft, Forsyth and Company, Inc. have?

Aft, Forsyth and Company, Inc. reports 2 employees.

Where is Aft, Forsyth and Company, Inc. located?

Aft, Forsyth and Company, Inc. is based in Jupiter, FL and has been SEC-registered since 2005.

Does Aft, Forsyth and Company, Inc. disclose fund performance?

Aft, Forsyth and Company, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address4171 Main Street, Jupiter, FL 33458
Phone561-296-6680
Fax561-296-6684
Office hours9:00 a.m. To 5:00 p.m.
SEC regionMiami Regional Office (MIRO)
CIK1512073
Discloses disciplinary historyNo

Regulatory AUM

$258.6M▲ 11%
Mar '25 — $232.8MApr '25 — $232.8MMay '25 — $232.8MJun '25 — $232.8MJul '25 — $232.8MAug '25 — $232.8MSep '25 — $232.8MOct '25 — $232.8MNov '25 — $232.8MDec '25 — $232.8MJan '26 — $232.8MFeb '26 — $232.8MMar '26 — $258.6MApr '26 — $258.6MMay '26 — $258.6MJun '26 — $258.6M
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 67%
Larger than 33% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers

Assets under management

$258.6Mregulatory AUM
Discretionary $258.6M