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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 09-01-2022
- Office Locations
- 20
Office Locations
About Forthright Capital
Forthright Capital Partners is a 100% virtual advisory firm (founded 2020) focused on retirement outcomes. The team serves clients across multiple states with customized retirement plans, insurance planning, and pension maximization, including deferred compensation and survivor-benefit strategies. Portfolios are largely implemented with ETFs and mutual funds, and the firm reports Charles Schwab as a custodian.
Reported data analysis
What the numbers show
Between October 9, 2025 and March 31, 2026, reported AUM increased 65.7%, from $65.0M to $107.7M.
Across 4 reported observations, AUM increased 303.2% between October 10, 2023 and March 31, 2026, from $26.7M to $107.7M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 21 advisory representatives and 987 clients, or 47 clients per representative. That equates to $109.1K in reported AUM per client.
The profile lists 20 reported office locations and 3 years in operation. The source data was last updated on March 31, 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
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full Forthright Capital record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
CHARLES NGUYEN
Chief Executive Officer, Investment Advisor Representative, Owner
- CRD
- #6326161
- Ownership
- 75% or more
RICHARD BERT REED
Chief Compliance Officer
- CRD
- #4611919
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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Timothy Deon Bennett
Investment Advisor Representative
- CRD
- #8039001
Ryan Andrew Berkowitz
Investment Advisor
- CRD
- #5909391
Showing 2 of 22 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $107,686,977 | $79,007 |
| Non-Discretionary | $0 | -- |
| Total | $107,686,977 | $79,007 |
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Separately Managed Accounts
SMA allocation detail is available
Forthright Capital has reported separately managed account data across 7 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.