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- Custodian
- LPL Financial
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 01-15-2020
- Office Locations
- 2
Office Locations
About Forge Financial
Forge Financial is an Edmond, Oklahoma-based team providing retirement-focused investment management and financial planning guided by faith-based principles. They emphasize investor education and long-term relationships, and can coordinate with local tax, insurance, and estate-planning professionals. Forge has worked with Dave Ramsey for 20+ years and is Oklahoma’s longest-tenured SmartVestor Pro (2nd longest nationwide), operating through LPL Financial.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
CHARLOTTE NANETTE WILLIAMS
Chief Executive Officer
- CRD
- #4107934
- Ownership
- 75% or more
JAMES D BURLESON II
Chief Compliance Officer, Chief Financial Officer
- CRD
- #5995946
- Ownership
- Less than 5%
Showing 2 of 4 owners & executives
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CHRISTOPHER G BEARD
Financial Advisor
- CRD
- #2471505
Madison Leigh Debose
Financial Consultant
- CRD
- #8007473
Showing 2 of 15 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,457,365,476 | $196,225 |
| Non-Discretionary | $0 | -- |
| Total | $1,457,365,476 | $196,225 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Other | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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