# Forth Capital (USA), LLC

> Forth Capital (USA), LLC is a state-registered investment advisory firm in Houston, TX, registered since 2023, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 18, 2026.

- CRD: 322623
- Filed as: FORTH CAPITAL (USA), LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Houston, TX
- Filing period: October 2026
- Form ADV filing dated: March 18, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/322623
- AdvisorCensus page: https://advisorcensus.com/firm/forth-capital-usa-llc-houston-tx-322623

## Quick answers

**How is Forth Capital (USA), LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Forth Capital (USA), LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Forth Capital (USA), LLC located?**
Forth Capital (USA), LLC's principal office is in Houston, TX, according to its Form ADV.

**Is Forth Capital (USA), LLC registered with the SEC or a state?**
Forth Capital (USA), LLC is a state-registered investment advisory firm, registered since 2023. Status as filed: APPROVED. CRD 322623.

**How much does Forth Capital (USA), LLC manage?**
Forth Capital (USA), LLC reports $19,516,823 in regulatory assets under management in its Form ADV filing dated March 18, 2026 (0% discretionary).

**What types of clients does Forth Capital (USA), LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (35); high net worth individuals (5).

**Does Forth Capital (USA), 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/322623

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $19,516,823
- Discretionary: $0
- Non-discretionary: $19,516,823

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 35 | $12,949,571 |
| High net worth individuals | 5 | $6,567,252 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops

### Firm details
- Registered since: 2023 (3 years)
- Employees: 4 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- forthcapital.com/us
- Facebook @forthcapitaladvice
- LinkedIn linkedin.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Forth Capital (USA), LLC (CRD 322623): Form ADV filing data as of October 2026.