Forthright Capital Advisory LLC
● SEC registered since 2023CRD 323596SEC# 801-128191Las Vegas, NV
Reg. AUM
$107.7M
Employees
22
Accounts
1,363
Location
Las Vegas, NV
Forthright Capital Advisory LLC assets under management
Forthright Capital Advisory LLC is an SEC-registered investment adviser based in Las Vegas, NV. The firm has been registered since 2023. It reports $107.7 million in regulatory assets under management and employs 22 people.
Forthright Capital Advisory LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Charles Nguyen Control | Owner & Ceo | Over 75% | 2022 |
| Richard Bert Reed Control | Chief Compliance Officer | Under 5% | 2025 |
Frequently asked questions
How much does Forthright Capital Advisory LLC manage?
Forthright Capital Advisory LLC reports $107.7 million in regulatory assets under management on its Form ADV.
How many employees does Forthright Capital Advisory LLC have?
Forthright Capital Advisory LLC reports 22 employees.
Where is Forthright Capital Advisory LLC located?
Forthright Capital Advisory LLC is based in Las Vegas, NV and has been SEC-registered since 2023.
Does Forthright Capital Advisory LLC disclose fund performance?
Forthright Capital Advisory LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 7251 W Lake Mead Blvd, Ste 300, Las Vegas, NV 89128 |
| Phone | 725-712-3016 |
| Office hours | By Appointment |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$107.7M▲ 66%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 92%
Larger than 8% of 16,271 advisers
EmployeesTop 22%
More than 78% of 16,825 advisers
Assets under management
$107.7Mregulatory AUM
Discretionary $107.7M