# Forecast Capital Management

> Forecast Capital Management is a state-registered investment advisory firm, registered since 2017, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated January 16, 2026.

- CRD: 168833
- Filed as: FORECAST CAPITAL MANAGEMENT
- Legal name: Forecast Capital Management LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Filing period: October 2026
- Form ADV filing dated: January 16, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/168833
- AdvisorCensus page: https://advisorcensus.com/firm/forecast-capital-management-168833

## Quick answers

**How is Forecast Capital Management compensated?**
On its Form ADV (Item 5.E, October 2026), Forecast Capital Management reports these compensation arrangements: a percentage of assets under its management; hourly charges; commissions. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Forecast Capital Management registered with the SEC or a state?**
Forecast Capital Management is a state-registered investment advisory firm, registered since 2017. Status as filed: APPROVED. CRD 168833.

**How much does Forecast Capital Management manage?**
Forecast Capital Management reports $107,617,666 in regulatory assets under management in its Form ADV filing dated January 16, 2026 (100% discretionary).

**What types of clients does Forecast Capital Management serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (161); high net worth individuals (30).

**Does Forecast Capital Management report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/168833

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Commissions

### Regulatory assets under management (Item 5.F)
- Total: $107,617,666
- Discretionary: $107,617,666
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 161 | $28,144,251 |
| High net worth individuals | 30 | $79,473,415 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2017 (9 years)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CO, FL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- forecastcapitalmanagement.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Forecast Capital Management (CRD 168833): Form ADV filing data as of October 2026.