Venture Forth Financial, LLC
● SEC registered since 2026CRD 283315SEC# 801-136054
Reg. AUM
$105M
Employees
1
Accounts
310
Location
—
Venture Forth Financial, LLC assets under management
Venture Forth Financial, LLC is a registered investment adviser overseen by the SEC. The firm has been registered since 2026. It reports $105 million in regulatory assets under management and employs 1 people.
Venture Forth Financial, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Lindsey Marie Cole Control | Principal/Cco | Over 75% | 2016 |
Frequently asked questions
How much does Venture Forth Financial, LLC manage?
Venture Forth Financial, LLC reports $105 million in regulatory assets under management on its Form ADV.
How many employees does Venture Forth Financial, LLC have?
Venture Forth Financial, LLC reports 1 employees.
Does Venture Forth Financial, LLC disclose fund performance?
Venture Forth Financial, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | 415-308-8438 |
| Office hours | 9a.m. To 5p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$105MNo change
Mar '26Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 92%
Larger than 8% of 16,271 advisers
EmployeesTop 94%
More than 6% of 16,825 advisers
Assets under management
$105Mregulatory AUM
Discretionary $105M