Forthright Capital
30yrs
Top advisor by experience at Forthright Capital
Forthright Capital
Las Vegas, NV. Legal name: Forthright Capital Advisory LLC
About the firm
A registered investment advisory firm based in Las Vegas, Nevada, with about 19 offices. It manages about $108 million for roughly 978 individual clients. Services include financial planning, investment management for individuals and small businesses, retirement plan consulting.
How they work
How they’re paid ?A percentage of the assets they manage; Hourly fees; Flat or fixed fees
Typical client size ?$108,610
Assets under management ?$108 million
Individual clients978
Median years of experience8
FoundedNot stated
Services
Financial planningInvestment management for individuals and small businessesRetirement plan consultingChoosing other investment managers
Advisors at Forthright Capital
19Advisors
8Median years of experience
7States with offices
19Offices
Also known as
Berkowitz Capital LLC · Teachers' Path Financial Planning · Smith's Wealth Management · Rowden Financial · Retire LAB LLC · Pirsos Investment Advisory · Forthright Capital Advisory LLC · Forthright Capital Advisory
About Forthright Capital
How do I contact Forthright Capital?
Call the main office at (725) 712-3011. The main office is at 7251 W Lake Mead Blvd, Suite 300, Las Vegas, NV 89128.
How is Forthright Capital paid?
The firm reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask for your total yearly cost in dollars.
What services does Forthright Capital offer?
Financial planning, Investment management for individuals and small businesses, Retirement plan consulting, Choosing other investment managers.
How many advisors work at Forthright Capital?
We list 19 advisors currently registered with the firm.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.