RIA Intel›Advisers›Texas›FORWARD FINANCIAL LLC

FORWARD FINANCIAL LLC

Advisory

HOUSTON, TX

Data as of Aug 13, 2026 · Source: SEC Form ADV

Rank in TX

#1,550

of 2,813 advisers by AUM

Average account

$336K

across 228 accounts

AUM per adviser

$77M

1 advisers

Source: SEC Form ADV. Figures as filed Aug 13, 2026.

Total AUM

$77M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$77M

Discretionary AUM$77M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients88

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCA, IL, MI, OH, TX

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

88 clients

35 high-net-worth

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

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

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