$143.2M Total AUM
$143.2M Disc. AUM
-- 3Y CAGR
4 Employees
155 ADV. Clients
3 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Crest
- Established Date
- 03-30-2023
- Office Locations
- 2
Office Locations
300 Mcgill AVE NW STE 200 Concord NC
-- Charlotte NC
About Forest Capital
Forest Capital is an independent, fee-based fiduciary investment advisor serving retail and institutional investors. Founded in 2003, it builds income- and risk-managed portfolios using fixed income across the capital structure and individual equities. Client accounts are custodied and administered through Charles Schwab.
Team overview
-- AVG AGE
$143.2M AVG AUM / ADVISOR
$923.6K AVG AUM / CLIENT
2.2 yrs AVG TENURE
4 Employees
1 Advisory Reps
1 RIA Reps
3yrs Firm Age
Insights
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Asset Classes
Focus element Signal oak
Custodian
Capital Matrix
Investment Themes
Capital focus Quantum Pathway fusion
Investment Vehicles
Unison Element capital
Services
Fusion Fusion Pioneer north Quantum
Technology
Peak capital
Owner & Executives
D
Dana Coulter
Advisor
- CRD
- --
- Ownership
- 25% but less than 50%
(473) 336-3063
crest.crest@unisoncapital.com
in linkedin.com/in/ridge-quantum
C
CAREY DAVID MCCLURE
Chief Compliance Officer, Chief Operating Officer
- CRD
- #4194240
- Ownership
- 25% but less than 50%
(502) 832-1090
atlas.glacier@pathwaycapital.com
in linkedin.com/in/oak-eagle
N
North glacier
Atlas momentum
- CRD
- #79862
- Ownership
- 20.5%
(810) 603-8787
insight.timber@radialcapital.com
in linkedin.com/in/optima-crest
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $143,151,940 | $579,563 |
| Non-Discretionary | $0 | -- |
| Total | $143,151,940 | $579,563 |
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Separately Managed Accounts
Total SMA Asset: $143,151,940
Corporate - Investment Grade:
15.4% Equity - Exchange:
16.5% Municipal Bonds:
3.8% Corporate - Non-Investment Grade:
17.7% Cash:
4.6% Public Funds:
13.8% U.S. Government/Agency:
13.5% Other:
14.7% | Asset class | Assets | Assets % |
|---|---|---|
| Corporate - Investment Grade | $770,602,097 | 15.4% |
| Equity - Exchange | $825,645,104 | 16.5% |
| Municipal Bonds | $190,148,569 | 3.8% |
| Corporate - Non-Investment Grade | $885,692,021 | 17.7% |
| Cash | $230,179,847 | 4.6% |
| Public Funds | $690,539,542 | 13.8% |
| U.S. Government/Agency | $675,527,813 | 13.5% |
| Other | $735,574,730 | 14.7% |
| Total | $5,003,909,723 | 100.0% |