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FORTHRIGHT CAPITAL

LAS VEGAS, NV · CRD 323596 · IAPD ↗ · forthrightcps.com · 725-712-3011

$107.7MRegulatory AUM
21Advisory reps
22Employees
0Clients
11-25Planning clients
0Private funds
28States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

50
April 2026 — FORTHRIGHT CAPITAL shrank from 28 to 21 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
55
April 2026 — FORTHRIGHT CAPITAL ADVISORY is now doing business as FORTHRIGHT CAPITAL.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
68
April 2026 — FORTHRIGHT CAPITAL reported RAUM up 66% ($65.0M -> $107.7M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
42
February 2026 — FORTHRIGHT CAPITAL ADVISORY notice-filed in IA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
February 2026 — FORTHRIGHT CAPITAL ADVISORY added office(s): 16 -> 19 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
42
December 2025 — FORTHRIGHT CAPITAL ADVISORY notice-filed in RI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
42
June 2025 — FORTHRIGHT CAPITAL ADVISORY notice-filed in TN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
44
February 2025 — FORTHRIGHT CAPITAL ADVISORY notice-filed in MO, NE.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
58
February 2025 — FORTHRIGHT CAPITAL ADVISORY reports 11-25 financial-planning clients, up from 1-10.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
70
February 2025 — FORTHRIGHT CAPITAL ADVISORY reported RAUM up 146% ($26.5M -> $65.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
46
April 2024 — FORTHRIGHT CAPITAL ADVISORY notice-filed in AR, IL, VA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
April 2024 — FORTHRIGHT CAPITAL ADVISORY added office(s): 13 -> 17 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

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