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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

FORTHRIGHT CAPITAL

FORTHRIGHT CAPITAL ADVISORY LLC, CRD 323596

LAS VEGAS, NV

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:1309bb2b-4c77-107f-c1ef-a42bd1423787

Data as of Aug 25, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:26 PM UTC and rebuilt at most every 15 minutes.

Relationships: 47
Dated events: 29
On other graphs: 0
Observed: Oct 12, 2022 to Aug 25, 2026
40 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.99 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $108MItem 5.F on the latest filing (2026-08-25); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $108M
Private client RAUM: $106MderivedItem 5.D individuals plus high net worth individuals
Private client share: 99%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 21
RAUM per advisor: $5.1Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 22
Advisory employees: 21
Offices: 19Schedule D 1.F, beyond the principal office
Accounts: 1,363
Individual clients: 969
High net worth clients: 9
SEC number: 801-128191
CRD: 323596
Filings on the tape: 40
First filed: Oct 12, 2022
Latest filed: Aug 25, 2026
Organised: Limited Liability Company, NV
Website: forthrightcps.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
Sabrina Z Hayes	n/a	LAS VEGAS, NV	3	16	2	no
Benjamin Kaplan	n/a	LAS VEGAS, NV \| Ewa Beach, HI	3	12	1	no
Nephi Mikel Eschler	n/a	Hurricane, UT \| LAS VEGAS, NV	3	11	n/a	no
NICHOLAS PIRSOS	n/a	LAS VEGAS, NV \| Las Vegas, NV	3	29	2	no
Terry Jay Szilasi	Chartered Financial Consultant	Spokane Valley, WA \| LAS VEGAS, NV	3	11	n/a	no
Ivan Henriquez	n/a	LAS VEGAS, NV \| Charlotte, NC	2	11	2	no
NATHANIEL PHILLIP CARSWELL	Certified Financial Planner	LAS VEGAS, NV \| Greensboro, NC	2	19	5	no
JOHN ERIC ROWDEN	n/a	LAS VEGAS, NV \| Hutto, TX	2	20	3	no
EDWARD CRANSTON HILL	n/a	Conroe, TX \| LAS VEGAS, NV	2	11	1	no
Ryan Andrew Berkowitz	n/a	Cathedral City, CA \| LAS VEGAS, NV	2	10	3	no
Christopher deVilleneuve	Chartered Financial Consultant	LAS VEGAS, NV \| Dallas, PA	1	10	n/a	no
Camille Lorraine Liljequist	n/a	LAS VEGAS, NV	1	11	n/a	no
Quinten Smith	n/a	Princeton, TX \| LAS VEGAS, NV	1	10	2	no
Timothy Deon Bennett	n/a	Chicago, IL \| LAS VEGAS, NV	1	13	n/a	no
Judy Hung Lee	n/a	Redwood City, CA \| LAS VEGAS, NV	1	24	n/a	no
RICHARD BERT REED	n/a	HONEY CREEK, IA \| LAS VEGAS, NV \| Bennington, NE	1	22	3	no
Troy Russell Willcox	n/a	Saginaw, TX \| LAS VEGAS, NV	0	17	1	no
KYLE JOHN TOLEDO	n/a	STOCKTON, CA \| LAS VEGAS, NV	0	11	n/a	no
Daniel G Bingham	n/a	LAS VEGAS, NV \| ST. GEORGE, UT	0	11	1	no
Thomas Barro Mitose	n/a	LAS VEGAS, NV \| BRENTWOOD, CA	0	12	2	no
STEPHEN QUENTIN GLENN MEHR	n/a	TUCSON, AZ \| LAS VEGAS, NV	0	13	2	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
NGUYEN, CHARLES	OWNER & CCO	E	yes	09/2022	Oct 12, 2022	Dec 11, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
FORTHRIGHT CAPITAL PARTNERS, LLC	n/a	n/a	n/a	N	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
n/a	n/a	n/a	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 4 of 5

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 31, 2026	$108M	$108M	22	21	19	n/a	n/a
2024	Jan 30, 2025	$65.0M	$65.0M	28	28	16	n/a	n/a
2023	Mar 22, 2024	$26.5M	$26.5M	32	32	17	n/a	n/a
2022	Mar 17, 2023	$6.3M	$6.3M	6	6	2	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
4	10	-6	47.6%	2	0	0	20	21

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$108M	$65.0M	65.7%	$6.3M	157.7%	22	28	19	16

Relationships

Registered with (43)

← STEPHEN QUENTIN GLENN MEHRAdvisorregistration: current employment
Jul 20, 2026 to presentfactForm ADV
← Thomas Barro MitoseAdvisorregistration: current employment
Jul 10, 2026 to presentfactForm ADV
← Daniel G BinghamAdvisorregistration: current employment
Apr 14, 2026 to presentfactForm ADV
← KYLE JOHN TOLEDOAdvisorregistration: current employment
Apr 9, 2026 to presentfactForm ADV
← Troy Russell WillcoxAdvisorregistration: previous registration
Apr 2, 2025 to Aug 5, 2025factForm ADV
← RICHARD BERT REEDAdvisorregistration: current employment
Aug 20, 2025 to presentfactForm ADV
← Judy Hung LeeAdvisorregistration: current employment
Jun 26, 2025 to presentfactForm ADV
← Timothy Deon BennettAdvisorregistration: current employment
Feb 6, 2025 to presentfactForm ADV
← Quinten SmithAdvisorregistration: previous registration
Apr 26, 2024 to Dec 31, 2024factForm ADV
← Camille Lorraine LiljequistAdvisorregistration: current employment
Jan 2, 2025 to presentfactForm ADV
← Christopher deVilleneuveAdvisorregistration: current employment
Oct 15, 2024 to presentfactForm ADV
← Ryan Andrew BerkowitzAdvisorregistration: current employment
Apr 29, 2024 to presentfactForm ADV
← EDWARD CRANSTON HILLAdvisorregistration: current employment
Mar 22, 2024 to presentfactForm ADV
← JOHN ERIC ROWDENAdvisorregistration: current employment
Feb 26, 2024 to presentfactForm ADV
← NATHANIEL PHILLIP CARSWELLAdvisorregistration: current employment
Dec 1, 2023 to presentfactForm ADV
← Ivan HenriquezAdvisorregistration: current employment
Oct 16, 2023 to presentfactForm ADV
← Terry Jay SzilasiAdvisorregistration: current employment
Aug 24, 2023 to presentfactForm ADV
← NICHOLAS PIRSOSAdvisorregistration: current employment
Aug 17, 2023 to presentfactForm ADV
← Nephi Mikel EschlerAdvisorregistration: current employment
Aug 7, 2023 to presentfactForm ADV
← Benjamin KaplanAdvisorregistration: current employment
Jul 25, 2023 to presentfactForm ADV
← Sabrina Z HayesAdvisorregistration: current employment
Jun 21, 2023 to presentfactForm ADV
← Raymond YauAdvisorregistration: previous registration
Feb 25, 2025 to Jun 11, 2026factForm ADV
← Calvin Tracy LeonardAdvisorregistration: previous registration
Oct 15, 2025 to Jan 27, 2026factForm ADV
← Chelsea M HaynesAdvisorregistration: previous registration
Jun 3, 2025 to Jan 26, 2026factForm ADV
← CHRISTOPHER D KENNEYAdvisorregistration: previous registration
Aug 17, 2023 to Jan 2, 2026factForm ADV
← ALAN PAMINTUANAdvisorregistration: previous registration
Oct 2, 2023 to Dec 1, 2025factForm ADV
← David Russell HoffmanAdvisorregistration: previous registration
Apr 8, 2025 to Dec 1, 2025factForm ADV
← JOSE ALFREDO PERALESAdvisorregistration: previous registration
Dec 21, 2023 to Nov 20, 2025factForm ADV
← Micah FretzAdvisorregistration: previous registration
Sep 26, 2024 to Oct 27, 2025factForm ADV
← Tanner Aaric BartlowAdvisorregistration: previous registration
Sep 15, 2023 to Oct 27, 2025factForm ADV
and 13 more

Controls (1)

← NGUYEN, CHARLESOwnerOWNER & CCO, ownership code E, individual
Oct 12, 2022 to Dec 11, 2024factForm ADV

Dated events

3 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Jun 11, 2026
Advisor changed firm
Raymond Yau left Forthright Capital for Lpl Enterprise, Llc (registered 2026-03-30)
Form ADVobserved 5 days ago
Occurred
Jan 27, 2026
Advisor changed firm
Calvin Tracy Leonard left Forthright Capital for The Fiduciary Alliance (registered 2026-01-29)
Form ADVobserved 5 days ago
Occurred
Jan 26, 2026
Advisor changed firm
Chelsea M Haynes left Forthright Capital for Thrivent Investment Management Inc. (registered 2026-04-10)
Form ADVobserved 5 days ago
Occurred
Jan 2, 2026
Advisor changed firm
Christopher D Kenney left Forthright Capital for Waystone Advisors Llc (registered 2026-04-27)
Form ADVobserved 5 days ago
Occurred
Dec 1, 2025
Advisor changed firm
David Russell Hoffman left Forthright Capital for Dynamic (registered 2026-01-28)
Form ADVobserved 5 days ago
Occurred
Dec 1, 2025
Advisor changed firm
Alan Pamintuan left Forthright Capital for Valic Financial Advisors, Inc. (registered 2025-12-15)
Form ADVobserved 5 days ago
Occurred
Nov 20, 2025
Advisor changed firm
Jose Alfredo Perales left Forthright Capital for Retire Lab Llc (registered 2026-06-11)
Form ADVobserved 5 days ago
Occurred
Oct 27, 2025
Advisor changed firm
Tanner Aaric Bartlow left Forthright Capital for Ipi Wealth Management, Inc. (registered 2026-06-29)
Form ADVobserved 5 days ago
Occurred
Oct 27, 2025
Advisor changed firm
Micah Fretz left Forthright Capital for Beacon Capital Management, Inc. (registered 2025-11-19)
Form ADVobserved 5 days ago
Occurred
Oct 8, 2025
Advisor changed firm
Jeremy Andre Gonzalez left Forthright Capital for Tlg Advisors, Inc. (registered 2025-05-20)
Form ADVobserved 5 days ago
Occurred
Aug 5, 2025
Advisor changed firm
Michael John Cooley left Forthright Capital for Altitude Capital Management Llc (registered 2026-01-01)
Form ADVobserved 5 days ago
Occurred
Jun 2, 2025
Advisor changed firm
Nick Christopher Stockdale left Forthright Capital for Linden Thomas Advisory Services, Llc (registered 2025-06-13)
Form ADVobserved 5 days ago
Occurred
May 27, 2025
Advisor changed firm
Derek Oliphant left Forthright Capital for J.P. Morgan Securities Llc (registered 2025-05-23)
Form ADVobserved 5 days ago
Occurred
May 15, 2025
Advisor changed firm
Brandon T Ramos left Forthright Capital for Cambridge Investment Research Advisors, Inc. (registered 2025-06-04)
Form ADVobserved 5 days ago
Occurred
Apr 2, 2025
Advisor changed firm
Sherise Lanay Steele left Forthright Capital for Creative Planning Institutional Advisors, Llc (registered 2025-04-16)
Form ADVobserved 5 days ago
Occurred
Mar 20, 2025
Advisor changed firm
Jay C Lewis left Forthright Capital for Kestra Advisory Services, Llc (registered 2026-02-06)
Form ADVobserved 5 days ago
Occurred
Mar 27, 2024
Advisor changed firm
Gary Max Goeppinger left Forthright Capital for Trs Advisors, Llc (registered 2024-03-24)
Form ADVobserved 5 days ago
Occurred
Jan 8, 2024
Advisor changed firm
Constance Nathelma Craig-Mason left Forthright Capital for Altitude Capital Management Llc (registered 2024-01-18)
Form ADVobserved 5 days ago
Occurred
Nov 7, 2023
Advisor changed firm
Whittney D Harvey left Forthright Capital for Edward Jones (registered 2024-08-21)
Form ADVobserved 5 days ago
Occurred
Oct 24, 2023
Advisor changed firm
Aaron Keith Ulrich left Forthright Capital for Ae Wealth Management, Llc (registered 2023-11-10)
Form ADVobserved 5 days ago
Occurred
Oct 18, 2023
Advisor changed firm
Anthony F Spencer left Forthright Capital for Park Avenue Securities Llc (registered 2024-03-01)
Form ADVobserved 5 days ago
Occurred
Jul 25, 2023
Advisor changed firm
Delano Davis left Forthright Capital for Wells Fargo Advisors (registered 2023-08-07)
Form ADVobserved 5 days ago
Occurred
Mar 17, 2023
Control person left
Salvatierra Jaime Amores (Owner) no longer on Schedule A of Forthright Capital (listed 2023-02-24, absent 2023-03-17)
Form ADVobserved 5 days ago
Occurred
Mar 17, 2023
Control person left
C Bliss Rivera (Owner) no longer on Schedule A of Forthright Capital (listed 2023-02-24, absent 2023-03-17)
Form ADVobserved 5 days ago
Occurred
Mar 17, 2023
Control person left
Laphang Edmund Leung (Owner) no longer on Schedule A of Forthright Capital (listed 2023-02-24, absent 2023-03-17)
Form ADVobserved 5 days ago
Occurred
Oct 12, 2022
First Form ADV filing
Forthright Capital Advisory filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Show 3 bookkeeping events

Occurred
Mar 22, 2024
Forthright Capital reported 32 state-registered advisory representatives, up from 16 (2024-03-08 to 2024-03-22)
Occurred
Jul 24, 2023
Forthright Capital reported 13 offices beyond its principal office, up from 2 (2023-07-05 to 2023-07-24)
Occurred
Jul 24, 2023
Forthright Capital reported 16 state-registered advisory representatives, up from 6 (2023-07-05 to 2023-07-24)

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:1309bb2b-4c77-107f-c1ef-a42bd1423787
First observed: Oct 12, 2022
Last observed: Aug 25, 2026 26 days ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

FORTHRIGHT CAPITAL

FORTHRIGHT CAPITAL ADVISORY LLC, CRD 323596

LAS VEGAS, NV

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:1309bb2b-4c77-107f-c1ef-a42bd1423787

Data as of Aug 25, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:26 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

Sabrina Z Hayes

n/a

LAS VEGAS, NV

Benjamin Kaplan

n/a

LAS VEGAS, NV | Ewa Beach, HI

Nephi Mikel Eschler

n/a

Hurricane, UT | LAS VEGAS, NV

n/a

NICHOLAS PIRSOS

n/a

LAS VEGAS, NV | Las Vegas, NV

Terry Jay Szilasi

Chartered Financial Consultant

Spokane Valley, WA | LAS VEGAS, NV

n/a

Ivan Henriquez

n/a

LAS VEGAS, NV | Charlotte, NC

NATHANIEL PHILLIP CARSWELL

Certified Financial Planner

LAS VEGAS, NV | Greensboro, NC

JOHN ERIC ROWDEN

n/a

LAS VEGAS, NV | Hutto, TX

EDWARD CRANSTON HILL

n/a

Conroe, TX | LAS VEGAS, NV

Ryan Andrew Berkowitz

n/a

Cathedral City, CA | LAS VEGAS, NV

Christopher deVilleneuve

Chartered Financial Consultant

LAS VEGAS, NV | Dallas, PA

n/a

Camille Lorraine Liljequist

n/a

LAS VEGAS, NV

n/a

Quinten Smith

n/a

Princeton, TX | LAS VEGAS, NV

Timothy Deon Bennett

n/a

Chicago, IL | LAS VEGAS, NV

n/a

Judy Hung Lee

n/a

Redwood City, CA | LAS VEGAS, NV

n/a

RICHARD BERT REED

n/a

HONEY CREEK, IA | LAS VEGAS, NV | Bennington, NE

Troy Russell Willcox

n/a

Saginaw, TX | LAS VEGAS, NV

KYLE JOHN TOLEDO

n/a

STOCKTON, CA | LAS VEGAS, NV

n/a

Daniel G Bingham

n/a

LAS VEGAS, NV | ST. GEORGE, UT

Thomas Barro Mitose

n/a

LAS VEGAS, NV | BRENTWOOD, CA

STEPHEN QUENTIN GLENN MEHR

n/a

TUCSON, AZ | LAS VEGAS, NV

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

NGUYEN, CHARLES

OWNER & CCO

yes

09/2022

Oct 12, 2022

Dec 11, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

FORTHRIGHT CAPITAL PARTNERS, LLC

n/a

yes

n/a

City

State

Country

Employees

Also broker-dealer

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 31, 2026

$108M

n/a

2024

Jan 30, 2025

$65.0M

n/a

2023

Mar 22, 2024

$26.5M

n/a

2022

Mar 17, 2023

$6.3M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

-6

47.6%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$108M

$65.0M

65.7%

$6.3M

157.7%