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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.
Reported data analysis
What the numbers show
Between November 20, 2025 and March 30, 2026, reported AUM increased 21.3%, from $1.2B to $1.5B.
Across 5 reported observations, AUM increased 50.9% between October 5, 2022 and March 30, 2026, from $966.1M to $1.5B.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 15 advisory representatives and 9,372 clients, or 624.8 clients per representative. That equates to $155.5K in reported AUM per client.
The profile lists 2 reported office locations and 6 years in operation. The source data was last updated on March 30, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Services
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The full Forge Financial record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
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
SMA allocation detail is available
Forge Financial has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
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Forge Financial's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.