# Forestview Financial Partners, LLC

> Forestview Financial Partners, LLC is a state-registered investment advisory firm, registered since 2017, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 286633
- Filed as: FORESTVIEW FINANCIAL PARTNERS, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Ohio
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/286633
- AdvisorCensus page: https://advisorcensus.com/firm/forestview-financial-partners-llc-286633

## Quick answers

**How is Forestview Financial Partners, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Forestview Financial Partners, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); other. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Forestview Financial Partners, LLC registered with the SEC or a state?**
Forestview Financial Partners, LLC is a state-registered investment advisory firm, registered since 2017. Status as filed: APPROVED. CRD 286633.

**How much does Forestview Financial Partners, LLC manage?**
Forestview Financial Partners, LLC reports $66,406,461 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary).

**What types of clients does Forestview Financial Partners, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (31); individuals (other than high net worth individuals) (30); charitable organizations (3).

**Does Forestview Financial Partners, 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/286633

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $66,406,461
- Discretionary: $66,406,461
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 30 | $7,543,198 |
| High net worth individuals | 31 | $58,736,550 |
| 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 | 3 | $126,713 |
| 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
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2017 (9 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: OH
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- forestviewfp.com
- Facebook @FORESTVIEWFP
- LinkedIn @MATTHEWSTEWARTCFP
- X @MATTSTEWART211

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Forestview Financial Partners, LLC (CRD 286633): Form ADV filing data as of October 2026.