Forthright Family Wealth Advisory LLC
● SEC registered since 2019CRD 304547SEC# 801-117159Houston, TX
Reg. AUM
$191.2M
Employees
2
Accounts
221
Location
Houston, TX
Forthright Family Wealth Advisory LLC assets under management
Forthright Family Wealth Advisory LLC is a registered investment adviser overseen by the SEC based in Houston, TX. The firm has been registered since 2019. It reports $191.2 million in regulatory assets under management and employs 2 people.
Forthright Family Wealth Advisory LLC owners & executives
7 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Keen Holdings LP Control | Manager | Over 75% | 2019 |
| Neal David Carlson Control | Managing Member, Ceo, Cco | Under 5% | 2019 |
| Keen Family Trust | Limited Partner | Over 75% | 2019 |
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Join to unlock · $37/moFrequently asked questions
How much does Forthright Family Wealth Advisory LLC manage?
Forthright Family Wealth Advisory LLC reports $191.2 million in regulatory assets under management on its Form ADV.
How many employees does Forthright Family Wealth Advisory LLC have?
Forthright Family Wealth Advisory LLC reports 2 employees.
Where is Forthright Family Wealth Advisory LLC located?
Forthright Family Wealth Advisory LLC is based in Houston, TX and has been SEC-registered since 2019.
Does Forthright Family Wealth Advisory LLC disclose fund performance?
Forthright Family Wealth Advisory LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 825 Town & Country Ln., 12th Fl., Houston, TX 77024 |
| Phone | 713-510-3510 |
| Office hours | By Appt |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$191.2M▼ 6%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 76%
Larger than 24% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$191.2Mregulatory AUM
Discretionary $191.2M