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FORA CAPITAL, LLC

MIAMI, FL · CRD 295393 · IAPD ↗ · foracapital.com · 786-558-3902

$1.67BRegulatory AUM
2Advisory reps
8Employees
0Clients
n/aPlanning clients
1Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

51
April 2026 — FORA CAPITAL, LLC reported RAUM up 32% ($1.26B -> $1.67B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
35
April 2025 — FORA CAPITAL, LLC reported RAUM down 27% ($1.73B -> $1.26B).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
57
April 2024 — FORA CAPITAL, LLC reported RAUM up 63% ($1.06B -> $1.73B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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