{
  "crd_number": 304547,
  "slug": "forthright-family-wealth-advisory-llc-houston-tx-304547",
  "primary_business_name": "FORTHRIGHT FAMILY WEALTH ADVISORY LLC",
  "legal_name": "FORTHRIGHT FAMILY WEALTH ADVISORY LLC",
  "dbas": [],
  "city": "Houston",
  "state": "TX",
  "country": "United States",
  "cbsa_code": "26420",
  "metro": {
    "cbsa_code": "26420",
    "common_name": "Houston",
    "msa_name": "Houston-Pasadena-The Woodlands, TX",
    "path": "/advisors/tx/houston"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2019-08-13",
  "years_registered": 7,
  "period": "2026-10-01",
  "filing_date": "2026-03-31",
  "carried_forward": false,
  "raum_total": 191160666.0,
  "raum_discretionary": 191160666.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 2,
  "advisory_employees": 1,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "individuals": {
      "raum": 2501889.0,
      "count": 19
    },
    "high_net_worth_individuals": {
      "raum": 188658472.0,
      "count": 45
    },
    "corporations_other_businesses": {
      "raum": 305.0,
      "count": null,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 1,
  "states_registered": [
    "TX"
  ],
  "websites": [
    "https://forthrightwealth.com",
    "https://linkedin.com/company/forthrightwealth"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/304547",
  "disclosure_items": [
    {
      "item": "11.E(4)",
      "question": "Has a self-regulatory organization or a commodities exchange ever disciplined the firm or an advisory affiliate by expelling or suspending it from membership, barring or suspending it from association with other members, or otherwise restricting its activities?"
    }
  ],
  "city_as_filed": "HOUSTON",
  "url": "https://advisorcensus.com/firm/forthright-family-wealth-advisory-llc-houston-tx-304547",
  "display_name": "Forthright Family Wealth Advisory LLC",
  "summary": "Forthright Family Wealth Advisory LLC is an SEC-registered investment advisory firm in Houston, TX, registered since 2019, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.",
  "citation": "AdvisorCensus. Forthright Family Wealth Advisory LLC (CRD 304547): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Forthright Family Wealth Advisory LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Forthright Family Wealth Advisory LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees)."
    },
    {
      "q": "Where is Forthright Family Wealth Advisory LLC located?",
      "a": "Forthright Family Wealth Advisory LLC's principal office is in Houston, TX, according to its Form ADV; the April 2026 filing also lists 2 other offices (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Forthright Family Wealth Advisory LLC registered with the SEC or a state?",
      "a": "Forthright Family Wealth Advisory LLC is an SEC-registered investment advisory firm, registered since 2019. Status as filed: Approved. CRD 304547."
    },
    {
      "q": "How much does Forthright Family Wealth Advisory LLC manage?",
      "a": "Forthright Family Wealth Advisory LLC reports $191,160,666 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary)."
    },
    {
      "q": "How have Forthright Family Wealth Advisory LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Forthright Family Wealth Advisory LLC: Regulatory assets under management: $181,192,305 in the October 2021 data and $191,160,666 in the October 2026 data, up 6%. Total employees: 2 in October 2021 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Forthright Family Wealth Advisory LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (45); individuals (other than high net worth individuals) (19)."
    },
    {
      "q": "Which custodians does Forthright Family Wealth Advisory LLC use?",
      "a": "Forthright Family Wealth Advisory LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Brokerage Services LLC as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Forthright Family Wealth Advisory LLC report any disciplinary disclosures?",
      "a": "Reports 1 disclosure item on Form ADV Item 11: yes answers to 11.E(4) (self-regulatory organization's expulsion, suspension, bar, or restriction). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/304547"
    },
    {
      "q": "Does Forthright Family Wealth Advisory LLC state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated March 31, 2026 says: \"The preferred minimum account size is $1 million; however, Forthright may make exceptions to accept smaller accounts.\""
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 181192305.0,
      "total_employees": 2,
      "filing_date": "2021-03-09"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 223384150.0,
      "total_employees": 4,
      "filing_date": "2022-08-15"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 151928054.0,
      "total_employees": 3,
      "filing_date": "2023-03-30"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 160849994.0,
      "total_employees": 2,
      "filing_date": "2024-03-25"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 202634351.0,
      "total_employees": 2,
      "filing_date": "2025-03-28"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 191160666.0,
      "total_employees": 2,
      "filing_date": "2026-03-31"
    }
  ],
  "recent_changes": [],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 31, 2026",
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "$1,000,000",
    "account_minimum_may_be_waived": true,
    "minimum_annual_fee": null,
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $1,000,000 (the brochure says it may be waived or negotiated)"
        ],
        "quotes": [
          "The preferred minimum account size is $1 million; however, Forthright may make exceptions to accept smaller accounts."
        ]
      }
    ],
    "quotes": [
      "The preferred minimum account size is $1 million; however, Forthright may make exceptions to accept smaller accounts."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "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/forthright-family-wealth-advisory-llc-houston-tx-304547.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 19,
      "fewer_than_5": false,
      "raum": 2501889.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 45,
      "fewer_than_5": false,
      "raum": 188658472.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": null,
      "fewer_than_5": true,
      "raum": 305.0
    }
  ],
  "disclosure_line": "Reports 1 disclosure item on Form ADV Item 11.",
  "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/304547",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}