Brent Forrest & Associates, L.L.C.
● SEC registered since 2011CRD 126266SEC# 801-72638San Antonio, TX
Reg. AUM
$657.1M
Employees
9
Accounts
1,548
Location
San Antonio, TX
Brent Forrest & Associates, L.L.C. assets under management
Brent Forrest & Associates, L.L.C. operates as an SEC-registered investment adviser based in San Antonio, TX. The firm has been registered since 2011. It reports $657.1 million in regulatory assets under management and employs 9 people.
Brent Forrest & Associates, L.L.C. owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Anders Olsen Storvik Control | Managing Partner/Cco/Client Advisor | 25-50% | 2020 |
| Esmond M Pabilona Control | Business Development & Managing Partner | 25-50% | 2020 |
| Priscilla Ann McKinley Control | Partner/Owner | 25-50% | 2016 |
Frequently asked questions
How much does Brent Forrest & Associates, L.L.C. manage?
Brent Forrest & Associates, L.L.C. reports $657.1 million in regulatory assets under management on its Form ADV.
How many employees does Brent Forrest & Associates, L.L.C. have?
Brent Forrest & Associates, L.L.C. reports 9 employees.
Where is Brent Forrest & Associates, L.L.C. located?
Brent Forrest & Associates, L.L.C. is based in San Antonio, TX and has been SEC-registered since 2011.
Does Brent Forrest & Associates, L.L.C. disclose fund performance?
Brent Forrest & Associates, L.L.C. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 366 W Sunset Rd, Building 4, San Antonio, TX 78209 |
| Phone | 210-530-9599 |
| Fax | 210-530-9740 |
| Office hours | Mon-Thurs Is 7:30 - 4p.m. And F 7:30 To 3p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$657.1M▲ 25%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 42%
Larger than 58% of 16,271 advisers
EmployeesTop 43%
More than 57% of 16,825 advisers
Assets under management
$657.1Mregulatory AUM
Discretionary $657.1M