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FOREST CAPITAL

CHARLOTTE, NC · CRD 325514 · IAPD ↗ · forestcapital.net · 704.533.9876

$143.2MRegulatory AUM
1Advisory reps
4Employees
0Clients
0Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
August 2026 — FOREST CAPITAL moved its main office from CONCORD, NC to CHARLOTTE, NC.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
55
February 2025 — FOREST CAPITAL OPERATING COMPANY LLC is now doing business as FOREST CAPITAL.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM

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