RIA Intel›Advisers›Florida›FORREST INVESTMENT MANAGEMENT, INC.

FORREST INVESTMENT MANAGEMENT, INC.

Advisory

JACKSONVILLE, FL

Data as of Jan 28, 2026 · Source: SEC Form ADV

Rank in FL

#1,385

of 2,610 advisers by AUM

Average account

$1M

across 72 accounts

AUM per adviser

$85M

1 advisers

Source: SEC Form ADV. Figures as filed Jan 28, 2026.

Total AUM

$85M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$85M

Discretionary AUM$85M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients18

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

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

18 clients

18 high-net-worth

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

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