Forthright Wealth Management, LLC

RIASEC RegisteredEst. 2015

Total AUM

$773M

Discretionary

$767M

99% of AUM

Avg account

$402K

Accounts

1,922

Employees

10

Advisory reps

7

Firm details

Headquarters: Alpharetta, Georgia
CRD number: 220515
Registered since: May 6, 2015
Website: www.forthrightwealthmanagement.com
Custodians: RAYMOND JAMES & ASSOCIATES, INC.
Fee structure: Percentage of AUM
Client types: HNWI86.22%
Individuals12.24%
Corporations / Businesses1.51%
Charitable Organizations0.02%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Forthright Wealth Management, LLC is an independent registered investment adviser organized as an LLC and SEC-registered since 2015. The firm serves individuals, families and institutional clients and operates as a capital allocator—building portfolios itself while selecting third‑party managers when appropriate. Its core advisory services are financial planning, portfolio management for individuals and small businesses, and manager selection. Fees are charged as a percentage of assets under management. Forthright does not position itself as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Exchange Traded Equities56%
Public Funds/Mutual Funds30%
US Government Bonds6%
Cash & Cash Equivalents6%
Other2%

Owners & executives

3 of 4

Brian Johnston
Chief Investment Officer & Managing PartnerCRD 4590332
John Ellis
Chief Technology OfficerCRD 5422812
Jeff Wills
Chief Operating OfficerCRD 5131854

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Contacts

3 of 3

Carson Fields
Financial AdvisorCRD 7365017
Charles Arnold
Financial AdvisorCRD 7881639
Stephen Amason
Financial AdvisorCRD 8053353

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 49

Active vs passive

$370M in ETFs

Passive

82%

$302M

Active

17%

$68M

ETF	Provider	Style	Category	Value	Shares	% of portfolio
VANGUARD 500 INDEX FUND (VOO)	Vanguard	Passive	Large Blend	$52.3M	76,085	14.14%

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Primary office

Alpharetta, GA

Fulton

Location

Alpharetta, GA

Headquartered in Alpharetta, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.

Metro area: Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
Region: South
County: Fulton
Address: 11780 Northfall Ln
Time zone: ET (UTC-5)
Office locations

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