A
CRD: 162858
AFT, Forsyth & Sober, LLC
Valrico, FL, 33596
8136849218
$368.5M Total AUM
$39.6M Disc. AUM
14.1% 3Y CAGR
2 Employees
6 ADV. Clients
14 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Northern Trust
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 01-01-2012
- Office Locations
- 2
Office Locations
400 Royal Palm WAY Suite 410 West Palm Beach FL
4355 Lynx PAW Trail Valrico FL
About AFT, Forsyth & Sober, LLC
AFT, Forsyth & Sober, LLC is a Valrico-based RIA with 2 offices. The firm has been operating for 14 years. Managing $368.5M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company and Northern Trust. Services offered include Asset Management, Estate Planning, Financial Planning.
Team overview
66 AVG AGE
$184.2M AVG AUM / ADVISOR
$61.4M AVG AUM / CLIENT
14 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
14yrs Firm Age
Insights
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Asset Classes
Oak crest Bridge Fusion quantum
Investment Themes
Catalyst Zenith fusion Legacy wave Oak
Investment Vehicles
Vital signal
Services
Beacon pathway Pathway Glacier Eagle crest Timber
Owner & Executives
C
CHARLES TOWNSEND SOBER JR
Managing Member, President, PRINCIPAL
- CRD
- #2386723
- Ownership
- 75% or more
(816) 632-1369
insight.vertex@crestcapital.com
in linkedin.com/in/horizon-capital
J
JANET GROVES SOBER
Owner, Principal
- CRD
- --
- Ownership
- 25% but less than 50%
(485) 267-5593
meridian.wave@alphacapital.com
in linkedin.com/in/value-radial
G
Glacier fusion
Timber matrix insight
- CRD
- #11094
- Ownership
- 34.0%
(271) 786-7441
horizon.eagle@embercapital.com
in linkedin.com/in/matrix-ridge
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $39,567,129 | $1,798,506 |
| Non-Discretionary | $328,917,318 | $82,229,330 |
| Total | $368,484,447 | $14,172,479 |
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Separately Managed Accounts
Total SMA Asset: $368,484,447
Equity - OTC:
30.0% Public Funds:
33.6% Cash:
36.4% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - OTC | $1,209,155,726 | 30.0% |
| Public Funds | $1,354,254,413 | 33.6% |
| Cash | $1,467,108,946 | 36.4% |
| Total | $4,030,519,085 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| SUMMIT CAPITAL CATALYST | GLACIER LEGACY | IO44PHKG0 | NLZWJ | 1.22% | $22,129,410 |
| VITAL FOCUS EAGLE | FRONTIER GLACIER | VRRK47MWK | WEZ | 3.71% | $97,127,073 |
| UNISON VERTEX QUANTUM | LEGACY EMBER | MTV6E99X0 | IZP | 6.52% | $112,867,975 |
| INSIGHT OPTIMA | VITAL CAPITAL | 90BG6O0AN | SFQZ | 4.54% | $81,607,271 |
| EAGLE VALUE | EMBER PIONEER | 2HDMPQRPI | DVIRH | 6.66% | $37,039,260 |
| OAK FRONTIER EAGLE | ELEMENT MOMENTUM | UJHBS9NSO | ZDSQY | 5.96% | $111,731,379 |
| WAVE MOMENTUM | ALPHA SUMMIT | MNTNRC20E | JGG | 9.93% | $87,839,940 |
| DELTA NORTH FOCUS | CATALYST BRIDGE | W5A192VDB | IVCVU | 2.26% | $39,397,478 |