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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Oak elementOptima +more
- Established Date
- 12-01-2022
- Office Locations
- 19
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.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Technology
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
--
- CRD
- #8039001
Ryan Andrew Berkowitz
Investment Advisor
- CRD
- #5909391
Wave catalyst
Legacy alpha
- CRD
- #28368
Showing 2 of 21 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
Total SMA Asset: $107,686,977
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $544,215,874 | 11.4% |
| Public Funds | $830,645,281 | 17.4% |
| Other | $377,132,053 | 7.9% |
| Cash | $491,703,816 | 10.3% |
| Equity - OTC | $687,430,577 | 14.4% |
| Private Funds | $973,859,984 | 20.4% |
| U.S. Government/Agency | $868,835,868 | 18.2% |
| Total | $4,773,823,453 | 100.0% |