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=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0

Regulatory AUM

$135MItem 5.F on the latest filing (2026-03-03); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$135M

Private client RAUM

$135MderivedItem 5.D individuals plus high net worth individuals

Private client share

100%derivedprivate client RAUM over total RAUM

Advisors on IAPD

2

RAUM per advisor

$67.5Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

3

Advisory employees

2

Offices

0Schedule D 1.F, beyond the principal office

Accounts

529

Individual clients

197

High net worth clients

43

Custody, client assets

$21.3M

SEC number

801-132459

CRD

335705

Filings on the tape

3

First filed

Mar 19, 2025

Latest filed

Mar 3, 2026

Organised

Corporation, WA

Website

forsfinancialconsulting.com

• Occurred

  Jun 11, 2025
  Team lift-out

  2 advisors left Financial Advocates Investment Management (Port Angeles, WA) for Fors Financial on the same day

  Form ADVobserved 5 days ago
  2 advisors

Graph

RIA / Wealth Management

Canonical id

dfx:ria:cd6ee400-504c-2f15-7813-d8c4de1d0f0c

First observed

Mar 19, 2025

Last observed

Mar 3, 2026 6 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.