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- Custodian
- Capital Group
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-23-2023
- Office Locations
- 4
Office Locations
About Forth Capital (USA), LLC
Forth Capital provides international financial planning, wealth management, and pension optimization for globally mobile individuals and families, with expertise in UK and international pensions plus estate and inheritance planning. Its dual-qualified advisors are authorized and regulated across the US, UK, Switzerland, the EU, Australia, and Hong Kong, offering continuity of advice across borders. Its “Next Generation” pension investment strategies are designed and managed by Morningstar.
Team overview
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CRM
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Investment Themes
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Owner & Executives
Thomas Edward Tracy
Chief Compliance Officer, DIRECTOR, Founder
- CRD
- #7640634
- Ownership
- Less than 5%
Showing 1 of 1 owners & executives
Unlock allContacts
Niamh Aitken
Financial Planner
- CRD
- #7922650
NICOLA JANE BARTON
--
- CRD
- #7877896
Showing 2 of 4 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $19,516,823 | -- |
| Total | $19,516,823 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Other | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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