SEC Form ADV · CIK 2024042

FOREST CAPITAL

Registered Investment AdviserNC
$143.2M
Assets Under Management
247
Total Clients
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Registration Details

CIK
2024042
Accession
CRD-325514
Location
CONCORD, NC
Filing Date
January 27, 2026
AUM
$143.2M
Total Clients
247
Amendment
No

About this Adviser

FOREST CAPITAL is a registered investment adviser headquartered in CONCORD, NC, managing approximately $143.2M in assets across 247 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.