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FORMAN CAPITAL, LLC

DELRAY BEACH, FL · CRD 329537 · IAPD ↗ · formancap.com · 561-588-0132

$350.5MRegulatory AUM
11Advisory reps
14Employees
0Clients
n/aPlanning clients
14Private funds
0States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

33
April 2025 — FORMAN CAPITAL, LLC moved its main office from BOYNTON BEACH, FL to DELRAY BEACH, FL.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
56
April 2025 — FORMAN CAPITAL, LLC grew from 8 to 11 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
58
April 2025 — FORMAN CAPITAL, LLC reported RAUM up 197% ($123.7M -> $368.1M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
80
March 2024 — FORMAN CAPITAL, LLC (BOYNTON BEACH, FL) is newly SEC-registered with $123.7M RAUM and 8 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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