# Forefront Analytics, LLC

> 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.

- CRD: 153016
- Filed as: FOREFRONT ANALYTICS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: W. Conshohocken, PA
- Filing period: October 2026
- Form ADV filing dated: May 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/153016
- AdvisorCensus page: https://advisorcensus.com/firm/forefront-analytics-llc-w-conshohocken-pa-153016

## Quick answers

**How is Forefront Analytics, LLC compensated?**
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. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Forefront Analytics, LLC located?**
Forefront Analytics, LLC's principal office is in W. Conshohocken, PA, according to its Form ADV.

**Is Forefront Analytics, LLC registered with the SEC or a state?**
Forefront Analytics, LLC is an SEC-registered investment advisory firm, registered since 2010. Status as filed: Approved. CRD 153016.

**How much does Forefront Analytics, LLC manage?**
Forefront Analytics, LLC reports $678,965,757 in regulatory assets under management in its Form ADV filing dated May 30, 2026 (66% discretionary).

**How have Forefront Analytics, LLC's assets and staff changed since 2021?**
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.

**What types of clients does Forefront Analytics, LLC serve?**
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).

**Which custodians does Forefront Analytics, LLC use?**
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.

**Does Forefront Analytics, LLC report any disciplinary disclosures?**
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

**What changed in Forefront Analytics, LLC's recent Form ADV filings?**
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%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Fidelity Brokerage Services LLC

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.

### Regulatory assets under management (Item 5.F)
- Total: $678,965,757
- Discretionary: $447,137,219
- Non-discretionary: $231,828,538

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 17 | $9,828,315 |
| High net worth individuals | 102 | $209,913,823 |
| 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) | 7 | $91,612,520 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 12 | $23,059,777 |
| 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 | 9 | $344,551,322 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- 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

### Firm details
- Registered since: 2010 (16 years)
- Employees: 18 total, 9 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, DE, LA, NH, NJ, NY, OR, PA, TX, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- forefrontanalytics.com
- forefrontanalytics.net
- LinkedIn @FOREFRONT-ANALYTICS-LLC-GK-FAMILY-OFFICELLC

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $603,822,601 | 34 | March 29, 2021 |
| October 2022 | $569,280,983 | 35 | April 27, 2022 |
| October 2023 | $453,956,329 | 30 | April 14, 2023 |
| October 2024 | $500,397,718 | 20 | July 10, 2024 |
| October 2025 | $572,988,609 | 19 | June 27, 2025 |
| October 2026 | $678,965,757 | 18 | May 30, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 10 to 9.
- Regulatory assets under management went from $572,988,609 to $678,965,757 (+18%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Forefront Analytics, LLC (CRD 153016): Form ADV filing data as of October 2026.