Forte Capital LLC is a large advisory firm based in Rochester. It manages $797.78 million of regulatory assets for 1,970 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of California, Colorado, Connecticut, and 16 other states.
Forte Capital provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Forte Capital LLC is $797.78 million. The firm's AUM has grown by 873% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Forte Capital LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, charitable organizations, high net worth individuals, and pension and profit sharing plans. The largest group of clients of Forte Capital is high net worth individuals with 198 clients and $468.36 million of assets under management. Among the 8 most similar advisory firms, Forte Capital has the 4th highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $797.78 million for 764 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Forte Capital doesn't advise any private funds.
The company employs 18 people that are either part- or full-time employees. 28 percent of the employees work as investment advisers or researchers. 3 employees are registered as investment adviser representatives with the state securities authorities.
There are 10 people with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Forte Capital LLC performs its advisory services is located at 400 Linden Oaks, Rochester, NY 14625, which is also the mailing address of the firm. An additional office of the firm is in Massapequa, NY. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 585-586-8100 or by fax 585-697-2599. The normal business hours are 9:00 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at forte-capital.com.