RIA Intel›Advisers›Texas›FORTHRIGHT FINANCIAL SERVICES LLC

FORTHRIGHT FINANCIAL SERVICES LLC

Advisory

WEATHERFORD, TX

Data as of Mar 31, 2026 · Source: SEC Form ADV

Rank in TX

#2,551

of 2,813 advisers by AUM

Average account

$74K

across 53 accounts

AUM per adviser

$4M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 31, 2026.

Total AUM

$4M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$4M

Discretionary AUM$4M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients36

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InTX

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

36 clients

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

See plansIncluded with the Intelligence plan

Advisers of similar size in TX

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

TOWERVIEW CAPITAL, LLC

$4M

STREET LIGHT WEALTH MANAGEMENT, LLC

$4M

RNS WEALTH MANAGEMENT, LLC

$4M

TRILINE INDEX SOLUTIONS, LLC

$4M

AVOCET CAPITAL MANAGEMENT, L.P.

$4M

INTEGRITY FINANCIAL PLANNING, LLC

$4M

Get the full picture on FORTHRIGHT FINANCIAL SERVICES LLC

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

Create a free account →See plans