{
  "crd_number": 153016,
  "slug": "forefront-analytics-llc-w-conshohocken-pa-153016",
  "primary_business_name": "FOREFRONT ANALYTICS, LLC",
  "legal_name": "FOREFRONT ANALYTICS, LLC",
  "dbas": [],
  "city": "W. Conshohocken",
  "state": "PA",
  "country": "United States",
  "cbsa_code": "37980",
  "metro": {
    "cbsa_code": "37980",
    "common_name": "Philadelphia",
    "msa_name": "Philadelphia-Camden-Wilmington, PA-NJ-DE-MD",
    "path": "/advisors/pa/philadelphia"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2010-06-03",
  "years_registered": 16,
  "period": "2026-10-01",
  "filing_date": "2026-05-30",
  "carried_forward": false,
  "raum_total": 678965757.0,
  "raum_discretionary": 447137219.0,
  "raum_non_discretionary": 231828538.0,
  "raum_band": "500m_1b",
  "raum_band_label": "$500 million to $1 billion",
  "total_employees": 18,
  "advisory_employees": 9,
  "client_count_bucket": null,
  "clients_by_type": {
    "other": {
      "raum": 0.0,
      "count": 0
    },
    "charitable": {
      "raum": 23059777.0,
      "count": 12
    },
    "individuals": {
      "raum": 9828315.0,
      "count": 17
    },
    "banking_thrift": {
      "raum": 0.0,
      "count": 0
    },
    "state_municipal": {
      "raum": 0.0,
      "count": 0
    },
    "insurance_companies": {
      "raum": 0.0,
      "count": 0
    },
    "investment_companies": {
      "raum": 0.0,
      "count": 0
    },
    "pension_profit_sharing": {
      "raum": 0.0,
      "count": 0
    },
    "other_investment_advisers": {
      "raum": 0.0,
      "count": 0
    },
    "high_net_worth_individuals": {
      "raum": 209913823.0,
      "count": 102
    },
    "pooled_investment_vehicles": {
      "raum": 91612520.0,
      "count": 7
    },
    "corporations_other_businesses": {
      "raum": 344551322.0,
      "count": 9
    },
    "business_development_companies": {
      "raum": 0.0,
      "count": 0
    },
    "sovereign_wealth_foreign_official": {
      "raum": 0.0,
      "count": 0
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "other",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "portfolio_management_pooled_vehicles",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA",
    "DE",
    "LA",
    "NH",
    "NJ",
    "NY",
    "OR",
    "PA",
    "TX",
    "WA"
  ],
  "websites": [
    "https://forefrontanalytics.com",
    "https://forefrontanalytics.net",
    "https://linkedin.com/COMPANY/FOREFRONT-ANALYTICS-LLC-GK-FAMILY-OFFICELLC"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/153016",
  "city_as_filed": "W. CONSHOHOCKEN",
  "url": "https://advisorcensus.com/firm/forefront-analytics-llc-w-conshohocken-pa-153016",
  "display_name": "Forefront Analytics, LLC",
  "summary": "Forefront Analytics, LLC is an SEC-registered investment advisory firm in W. Conshohocken, PA, registered since 2010, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated May 30, 2026.",
  "citation": "AdvisorCensus. Forefront Analytics, LLC (CRD 153016): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)",
    "Performance-based fees"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for pooled investment vehicles (other than investment companies)",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Selection of other advisers (including private fund managers)",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is Forefront Analytics, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Forefront Analytics, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); performance-based fees."
    },
    {
      "q": "Where is Forefront Analytics, LLC located?",
      "a": "Forefront Analytics, LLC's principal office is in W. Conshohocken, PA, according to its Form ADV."
    },
    {
      "q": "Is Forefront Analytics, LLC registered with the SEC or a state?",
      "a": "Forefront Analytics, LLC is an SEC-registered investment advisory firm, registered since 2010. Status as filed: Approved. CRD 153016."
    },
    {
      "q": "How much does Forefront Analytics, LLC manage?",
      "a": "Forefront Analytics, LLC reports $678,965,757 in regulatory assets under management in its Form ADV filing dated May 30, 2026 (66% discretionary)."
    },
    {
      "q": "How have Forefront Analytics, LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Forefront Analytics, LLC: Regulatory assets under management: $603,822,601 in the October 2021 data and $678,965,757 in the October 2026 data, up 12%. Total employees: 34 in October 2021 and 18 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Forefront Analytics, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (102); individuals (other than high net worth individuals) (17); charitable organizations (12)."
    },
    {
      "q": "Which custodians does Forefront Analytics, LLC use?",
      "a": "Forefront Analytics, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Fidelity Brokerage Services LLC as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Forefront Analytics, LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/153016"
    },
    {
      "q": "What changed in Forefront Analytics, LLC's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Employees performing advisory functions went from 10 to 9. Regulatory assets under management went from $572,988,609 to $678,965,757 (+18%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 603822601.0,
      "total_employees": 34,
      "filing_date": "2021-03-29"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 569280983.0,
      "total_employees": 35,
      "filing_date": "2022-04-27"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 453956329.0,
      "total_employees": 30,
      "filing_date": "2023-04-14"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 500397718.0,
      "total_employees": 20,
      "filing_date": "2024-07-10"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 572988609.0,
      "total_employees": 19,
      "filing_date": "2025-06-27"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 678965757.0,
      "total_employees": 18,
      "filing_date": "2026-05-30"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 10 to 9.",
        "Regulatory assets under management went from $572,988,609 to $678,965,757 (+18%)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    },
    {
      "name": "Fidelity Brokerage Services LLC",
      "name_as_filed": "FIDELITY BROKERAGE SERVICES LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/forefront-analytics-llc-w-conshohocken-pa-153016.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 17,
      "fewer_than_5": false,
      "raum": 9828315.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 102,
      "fewer_than_5": false,
      "raum": 209913823.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 7,
      "fewer_than_5": false,
      "raum": 91612520.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 12,
      "fewer_than_5": false,
      "raum": 23059777.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 9,
      "fewer_than_5": false,
      "raum": 344551322.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/153016",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}