AFT, Forsyth and Company, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$258,578,067
Total clients
71
56% high-net worth
Total advisors
2
of 2 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
36
Average account size
$3,641,945
About
Aft, Forsyth and Company, Inc. provides discretionary portfolio management primarily for individual and trust clients, including high‑net‑worth individuals, tailoring strategies to client risk tolerance, time horizon, and liquidity needs. The firm charges asset‑based fees billed monthly and generally applies a multi‑million dollar account minimum that it may waive in select cases.
The firm blends fundamental, technical, general market and economic analysis to build portfolios that use cash, equities, fixed income and ETFs, and it may hold concentrated positions or exclude certain asset classes for extended periods depending on market conditions. Clients grant written discretionary authority subject to any client‑imposed guidelines, and the firm conducts ongoing supervision and periodic re‑optimization of portfolios.
Noteworthy for a firm of its size, Aft, Forsyth manages a substantial pool of assets relative to its small advisory team, reflecting a high level of assets per advisor and a compact client base. The firm is affiliated with another SEC‑registered investment adviser (it holds ownership interests and senior personnel devote part of their time to that affiliated adviser), and senior staff hold professional credentials such as CPA and CFA, which inform its compliance and advisory structure.
Client services
Expertise
Fee options
$0 - $2,000,000: 0.12% monthly $2,000,001 - $5,000,000: 0.09% monthly $5,000,001+: 0.07% monthly
Account minimum: $2,000,000
Main office location
AFT, Forsyth and Company, Inc.
4171 Main Street
Jupiter FL 33458, United States
Number of offices
1
Most active in
Florida
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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