Forthright Family Wealth Advisory LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$191,160,361
Clients
64
70% high-net worth
Advisors
1
of 2 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
64
HighAverage account size
$2,986,881
About
Forthright Family Wealth Advisory LLC provides fee‑only, discretionary investment management and comprehensive private wealth planning to individuals, families (including high‑ and ultra‑high‑net‑worth clients), foundations, and businesses. The firm generally prefers a $1 million account minimum but may accept smaller accounts and can recommend other advisors to manage particular asset classes.
The firm establishes client‑specific investment policy statements after assessing risk tolerance and objectives, then implements and continuously monitors portfolios across equities, fixed income, real assets, and alternatives. Forthright uses a blend of fundamental, technical, charting, and cyclical analysis and may employ mutual funds, ETFs, individual securities, options, margin, and private placements as part of tailored strategies.
Forthright is distinctive in managing approximately $191 million in discretionary assets with a very small advisory team, resulting in an unusually high level of assets per advisor relative to peers. The firm is family‑owned, operates under a written Code of Ethics, does not charge performance‑based fees, and discloses that its control person resolved a prior employment‑related arbitration that did not involve client matters.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
Options & derivatives strategies
Real estate investing
Occupation focus
Founder/Business Owner
Fee options
Fixed fees may be negotiated in certain circumstances
$0 - $1,000,000: 1.2% annually $1,000,001 - $4,000,000: 1.0% annually $4,000,001 - $6,000,000: 0.9% annually $6,000,001 - $8,000,000: 0.8% annually $8,000,001 - $10,000,000: 0.7% annually $10,000,001 - $12,000,000: 0.6% annually $12,000,001 - $14,000,000: 0.5% annually $14,000,001 - $16,000,000: 0.4% annually $16,000,001 - $18,000,000: 0.3% annually $18,000,001 - $20,000,000: 0.2% annually $20,000,001 - $100,000,000: 0.1% annually $100,000,001+: 0.05% annually
Account minimum: $1,000,000 Fee-only: Fee-only investment advisor (no commissions)
Main office location
Forthright Family Wealth Advisory LLC
825 Town & Country Ln., 12 Th Fl.
Houston TX 77024, United States
Number of offices
3
Most active in
Forthright Family Wealth Advisory LLC has reported serving >5 clients in these states in the last 12 months.
Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")