FORECAST CAPITAL MANAGEMENT

FORECAST CAPITAL MANAGEMENT LLC

CRD 168833

Corporate platformLLC

Large incorporated asset manager or corporate group — typically not a local adviser team.

Visit website

United States

Registration

— (—)

Source

State registered

Total AUM

$107.6M

Discretionary AUM

$107.6M

Team

3 total employees; 3 advisory reps

Clients

11-25

Fees

Percentage of AUM; Hourly charges; Commissions

Org form

Limited Liability Company

Filing date

2026-01-16

Disciplinary history

Verify reputation

Falists does not score or rank advisers. Use these official sources to check BBB ratings, FINRA disclosures, and SEC registration before hiring anyone.

SEC IAPD →
Investment Adviser Public Disclosure — Form ADV filings, disciplinary history, and registration details from the SEC.
FINRA BrokerCheck →
FINRA’s BrokerCheck database — firm registration, disclosures, and regulatory actions when applicable.
Better Business Bureau →
Search BBB for business ratings, accreditation status, and consumer complaints in this firm’s market.

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)

Client types

Type	Clients	AUM
Individuals	161	$28.1M
High net worth individuals	30	$79.5M

All web addresses on file

HTTPS://FORECASTCAPITALMANAGEMENT.COM/

Official SEC filing: View on IAPD