RIA Intel›Advisers›Colorado›FORECAST CAPITAL MANAGEMENT LLC

FORECAST CAPITAL MANAGEMENT LLC

Advisory

CO

Data as of Jan 16, 2026 · Source: SEC Form ADV

Rank in CO

#505

of 720 advisers by AUM

Average account

$274K

across 393 accounts

AUM per adviser

$36M

3 advisers

Source: SEC Form ADV. Figures as filed Jan 16, 2026.

Total AUM

$108M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

3

Assets Under Management

Total AUM$108M

Discretionary AUM$108M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients191

Team

Total Employees3

Investment Advisers3

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCO, FL, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

See plansIncluded with the Intelligence plan

Owners & Officers

Names, titles, ownership bands and control-person status for each.

See plansIncluded with the Intelligence plan

Client Demographics

191 clients

30 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

See plansIncluded with the Intelligence plan

Advisers of similar size in CO

Closest by assets under management. All figures from Form ADV.

APPLIED QUANTITATIVE INVESTMENTS LLC

$108M

THE WESTERN WEALTH GROUP, INC.

GREENWOOD VILLAGE, CO

$107M

RS ASSET MANAGEMENT, LLC

COLORADO SPRINGS, CO

$107M

JACKSON WEALTH MANAGEMENT, LLC

CASTLE ROCK, CO

$107M

CULVER INVESTMENT COMPANY, LLC

$107M

FIRST WESTERN INVESTMENT MANAGEMENT, INC.

$107M

Get the full picture on FORECAST CAPITAL MANAGEMENT LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track FORECAST CAPITAL MANAGEMENT LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans