RIA Intel›Advisers›Florida›AFT, FORSYTH & SOBER, LLC

AFT, FORSYTH & SOBER, LLC

Advisory

N·VALRICO, FL

Data as of May 20, 2026 · Source: SEC Form ADV

Total AUM

$368M

1-Year AUM Growth

0.0%

3-Year CAGR

+4.1%

Employees

2

Assets Under Management

Total AUM$368M

Discretionary AUM$40M

Non-Discretionary AUM$329M

Discretionary %10.7%

Total Clients6

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)0.0%

Filing History

Total Filings on Record21

First FilingJul 12, 2012

Latest FilingMay 20, 2026

🔒 Full AUM trend chart and 21 historical filings spanning 14+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on AFT, FORSYTH & SOBER, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.