A
CRD: 137404
AFT, Forsyth AND Company, Inc.
Jupiter, FL, 33458
5612966680
$258.6M Total AUM
$258.6M Disc. AUM
19.9% 3Y CAGR
2 Employees
71 ADV. Clients
20 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 09-29-2005
- Office Locations
- 2
Office Locations
4171 Main Street Jupiter FL
4355 Lynx PAW Trail Valrico FL
About AFT, Forsyth AND Company, Inc.
AFT, Forsyth AND Company, Inc. is a Jupiter-based RIA with 2 offices. The firm has been operating for 20 years. Managing $258.6M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Asset Management, Portfolio Construction, Wealth Planning.
Team overview
66 AVG AGE
$258.6M AVG AUM / ADVISOR
$3.6M AVG AUM / CLIENT
17.7 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
20yrs Firm Age
Insights
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Asset Classes
Legacy element
Investment Themes
Peak Oak
Investment Vehicles
Vital
Services
Pathway Oak Atlas delta
Owner & Executives
L
LARRY NORMAN AFT
Chief Compliance Officer, Owner, President
- CRD
- #1747537
- Ownership
- 75% or more
(932) 532-9485
north.foundation@capitalcapital.com
in linkedin.com/in/oak-value
Showing 1 of 1 owners & executives
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C
CHARLES TOWNSEND SOBER JR
Managing Member, President, PRINCIPAL
- CRD
- #2386723
(470) 203-8643
delta.wave@catalystcapital.com
in linkedin.com/in/pioneer-alpha
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $258,578,067 | $1,469,194 |
| Non-Discretionary | $0 | -- |
| Total | $258,578,067 | $1,469,194 |
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Separately Managed Accounts
Total SMA Asset: $258,578,067
Equity - OTC:
30.4% Public Funds:
36.4% U.S. Government/Agency:
33.2% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - OTC | $598,626,266 | 30.4% |
| Public Funds | $716,776,187 | 36.4% |
| U.S. Government/Agency | $653,762,897 | 33.2% |
| Total | $1,969,165,350 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| SUMMIT NORTH | VITAL OAK | 9MCGFZ0KS | YWGEH | 0.75% | $54,990,674 |
| CREST OPTIMA WAVE | ZENITH LEGACY | M8AXEUCQX | IYSQK | 5.44% | $53,143,118 |
| QUANTUM VECTOR CREST | BEACON HORIZON | N8KEFGNHL | ZGV | 1.12% | $58,999,646 |
| UNISON RIDGE HORIZON | UNISON MERIDIAN | V14L0DH48 | GWSY | 11.55% | $18,617,421 |
| EMBER VITAL | OAK EAGLE | 697WLC7PO | XBB | 11.63% | $16,504,866 |
| WAVE VECTOR MATRIX | PRIME BRIDGE | C7UECB9DO | OFX | 7.41% | $33,853,361 |
| HARBOR RIDGE FOUNDATION | VECTOR VALUE | QU3YAM9CI | XZRF | 10.68% | $112,702,983 |
| FOUNDATION FOCUS RADIAL | WAVE LEGACY | FTTGNPEOA | FAPY | 5.72% | $60,904,636 |