# Forecast Institute, LLC

> Forecast Institute, LLC is a state-registered investment advisory firm, registered since 2023, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 27, 2026.

- CRD: 285694
- Filed as: FORECAST INSTITUTE, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in South Carolina
- Filing period: October 2026
- Form ADV filing dated: March 27, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/285694
- AdvisorCensus page: https://advisorcensus.com/firm/forecast-institute-llc-285694

## Quick answers

**How is Forecast Institute, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Forecast Institute, LLC reports these compensation arrangements: performance-based fees.

**Is Forecast Institute, LLC registered with the SEC or a state?**
Forecast Institute, LLC is a state-registered investment advisory firm, registered since 2023. Status as filed: APPROVED. CRD 285694.

**How much does Forecast Institute, LLC manage?**
Forecast Institute, LLC reports $21,905,213 in regulatory assets under management in its Form ADV filing dated March 27, 2026 (100% discretionary).

**What types of clients does Forecast Institute, LLC serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (1).

**Does Forecast Institute, LLC 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/285694

## From the Form ADV filing

### Compensation (Item 5.E)
- Performance-based fees

### Regulatory assets under management (Item 5.F)
- Total: $21,905,213
- Discretionary: $21,905,213
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | Fewer than 5 | Not reported |
| High net worth individuals | Fewer than 5 | Not reported |
| Banking or thrift institutions | Fewer than 5 | Not reported |
| Pooled investment vehicles (other than investment companies and business development companies) | 1 | $21,905,213 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | Not reported |
| Charitable organizations | Fewer than 5 | Not reported |
| State or municipal government entities (including government pension plans) | Fewer than 5 | Not reported |
| Other investment advisers | Fewer than 5 | Not reported |
| Insurance companies | Fewer than 5 | Not reported |
| Sovereign wealth funds and foreign official institutions | Fewer than 5 | Not reported |
| Corporations or other businesses not listed above | Fewer than 5 | Not reported |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2023 (3 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: SC
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Forecast Institute, LLC (CRD 285694): Form ADV filing data as of October 2026.