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- Custodian
- Altruist ยท Truist Bank
- Clients
- Retail
- Platforms
- ValueFusion +more
- Established Date
- 07-17-2023
- Office Locations
- 1
Office Locations
About Forthright Financial Services
Forthright Financial Services is a CFP-led, Texas-registered RIA founded by Travis McCullough (CFP, MST) that pairs personal financial planning and investment management with business financial management for owners and contractors. Services span cash flow/profit projections, business tax and structure advice, budgeting and debt strategies, personal tax, estate, retirement and risk planning, plus guidance on profit distributions and exit planning.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
TRAVIS TRENT MCCULLOUGH
Chief Compliance Officer, Chief Executive Officer, FOUNDER, Owner
- CRD
- #6978261
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,930,980 | -- |
| Non-Discretionary | $0 | -- |
| Total | $3,930,980 | -- |
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Separately Managed Accounts
Total SMA Asset: $3,930,980
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,824,078,608 | 33.3% |
| Cash | $3,324,440,884 | 39.2% |
| Public Funds | $2,332,197,049 | 27.5% |
| Total | $8,480,716,541 | 100.0% |