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.

Firm class

independent wealth managerderivedprivate_client_share=0.93 fund_share=0.0 institutional_share=0.02 related_bd=false related_bank=false bd_reps=0.0

Regulatory AUM

$143MItem 5.F on the latest filing (2026-07-07); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$143M

Private client RAUM

$133MderivedItem 5.D individuals plus high net worth individuals

Private client share

93%derivedprivate client RAUM over total RAUM

Advisors on IAPD

2

RAUM per advisor

$71.6Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

4

Advisory employees

1

Offices

0Schedule D 1.F, beyond the principal office

Accounts

247

Individual clients

85

High net worth clients

67

SEC number

801-127542

CIK

2024042

CRD

325514

Filings on the tape

9

First filed

Feb 27, 2023

Latest filed

Jul 7, 2026

Organised

Limited Liability Company, NC

Website

forestcapital.net

• Occurred

  Jun 5, 2024
  Control person joined

  David Carey Mcclure (Coo/Cco) appeared on Schedule A of Forest Capital

  Form ADVobserved 4 days ago
• Occurred

  Feb 27, 2023
  First Form ADV filing

  Forest Capital Operating Company Llc filed its initial SEC registration (Form ADV)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:9d13fb12-ea87-bacd-6c3d-bdddec3f5453

First observed

Feb 27, 2023

Last observed

Jul 7, 2026 2 months 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.