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FORTE CAPITAL LLC

ROCHESTER, NY · CRD 109941 · IAPD ↗ · fortecapital.com · 585-586-8100

$1.45BRegulatory AUM
5Advisory reps
20Employees
1Clients
1-10Planning clients
0Private funds
23States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

65
December 2025 — FORTE CAPITAL LLC (ROCHESTER, NY) left the SEC roster (was $1.45B RAUM, 5 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
47
November 2024 — FORTE CAPITAL LLC notice-filed in RI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
47
February 2024 — FORTE CAPITAL LLC notice-filed in WI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.