Forge Financial Services, LLC
● SEC registered since 2020CRD 306480SEC# 801-117938Edmond, OK
Reg. AUM
$1.46B
Employees
15
Accounts
7,427
Location
Edmond, OK
Forge Financial Services, LLC assets under management
Forge Financial Services, LLC is an SEC-registered investment adviser based in Edmond, OK. The firm has been registered since 2020. It reports $1.5 billion in regulatory assets under management and employs 15 people.
Forge Financial Services, LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Charlotte Nanette Shaw Control | Chief Executive Officer | Over 75% | 2004 |
| Christie Jo Hughes | Vice President | Under 5% | 2024 |
| James D Burleson Control | Chief Compliance Officer / Chief Financial Officer | Under 5% | 2019 |
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Join to unlock · $37/moFrequently asked questions
How much does Forge Financial Services, LLC manage?
Forge Financial Services, LLC reports $1.5 billion in regulatory assets under management on its Form ADV.
How many employees does Forge Financial Services, LLC have?
Forge Financial Services, LLC reports 15 employees.
Where is Forge Financial Services, LLC located?
Forge Financial Services, LLC is based in Edmond, OK and has been SEC-registered since 2020.
Does Forge Financial Services, LLC disclose fund performance?
Forge Financial Services, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2901 South Bryant Avenue, Edmond, OK 73013 |
| Phone | 405-340-1600 |
| Fax | 405-340-5611 |
| Office hours | 8 a.m. To 5 p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| CIK | 2055357 |
| Discloses disciplinary history | No |
Regulatory AUM
$1.46B▲ 21%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 27%
Larger than 73% of 16,271 advisers
EmployeesTop 30%
More than 70% of 16,825 advisers
Assets under management
$1.46Bregulatory AUM
Discretionary $1.46B