This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- 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).
Team overview
Insights
Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Services
Owner & Executives
SETH ASHBY
Secretary
- CRD
- --
- Ownership
- Less than 5%
RYAN GERARD FOLEY
EXECUTIVE VICE PRESIDENT, Wealth Manager
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 6 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $315,238,907 | $2,060,385 |
| Non-Discretionary | $0 | -- |
| Total | $315,238,907 | $2,060,385 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Equity - OTC | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 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 |
Continue browsing