RIA Intel›Advisers›Florida›FORECAST FINANCIAL LLC

FORECAST FINANCIAL LLC

Advisory

NEWBERRY, FL

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

Rank in FL

#2,200

of 2,610 advisers by AUM

Average account

$197K

across 49 accounts

AUM per adviser

$10M

1 advisers

Source: SEC Form ADV. Figures as filed May 20, 2026.

Total AUM

$10M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$10M

Discretionary AUM$10M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients37

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InFL

Succession Risk

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

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Peer Benchmarking

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

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Owners & Officers

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

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Client Demographics

37 clients

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

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