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- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 07-19-2005
- Office Locations
- 1
Office Locations
About Forte Asset Management, LLC
Forté Asset Management is a boutique, independent RIA serving a select group of individuals and families with comprehensive wealth management, including investment management and tax, retirement, education, and estate planning. The firm blends passive and active strategies—often implemented with ETFs—to deliver disciplined, cost-aware portfolio construction. It emphasizes fiduciary, conflict-minimized advice and separates advice, custody, and investment selection (custody commonly via Fidelity/NFS).
Reported data analysis
What the numbers show
Between February 25, 2025 and October 1, 2026, reported AUM increased 34.7%, from $239.3M to $322.3M.
Across 5 reported observations, AUM increased 46.6% between May 9, 2022 and October 1, 2026, from $219.9M to $322.3M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 2 advisory representatives and 64 clients, or 32 clients per representative. That equates to $5.0M in reported AUM per client.
The profile lists 1 reported office location and 21 years in operation. The source data was last updated on October 2, 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
- Investment Themes
- Investment Vehicles
- Services
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Owner & Executives
TIMOTHY IRELAND LOW
Chief Compliance Officer, President
- CRD
- #2319826
- Ownership
- Less than 5%
Showing 1 of 1 owners & executives
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LORIANN M LOW
--
- CRD
- #2356546
Showing 1 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $322,317,852 | $2,079,470 |
| Non-Discretionary | $0 | -- |
| Total | $322,317,852 | $2,079,470 |
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Separately Managed Accounts
SMA allocation detail is available
Forte Asset Management, LLC has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q3 2026
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Forte Asset Management, LLC's 13F holdings detail is available for Q3 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.