RIA Intel›Advisers›Georgia›FORTHRIGHT PARTNERS LLC

FORTHRIGHT PARTNERS LLC

Advisory

N·ATLANTA, GA

Data as of Feb 27, 2024 · Source: SEC Form ADV

Total AUM

$136M

1-Year AUM Growth

+20.8%

3-Year CAGR

+6.9%

Employees

2

Assets Under Management

Total AUM$136M

Discretionary AUM$136M

Non-Discretionary AUM$3K

Discretionary %100%

Total Clients55

Team

Total Employees2

Investment Advisers3

Employee Growth (1Y)—

Filing History

Total Filings on Record12

First FilingJul 30, 2020

Latest FilingFeb 27, 2024

🔒 Full AUM trend chart and 12 historical filings spanning 4+ 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 FORTHRIGHT PARTNERS LLC

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