# Forza Investment Advisory, LLC

> Forza Investment Advisory, LLC is a state-registered investment advisory firm, registered since 2010, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 3, 2026.

- CRD: 155164
- Filed as: FORZA INVESTMENT ADVISORY, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in New Jersey
- Filing period: October 2026
- Form ADV filing dated: March 3, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/155164
- AdvisorCensus page: https://advisorcensus.com/firm/forza-investment-advisory-llc-155164

## Quick answers

**How is Forza Investment Advisory, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Forza Investment Advisory, LLC reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Forza Investment Advisory, LLC registered with the SEC or a state?**
Forza Investment Advisory, LLC is a state-registered investment advisory firm, registered since 2010. Status as filed: APPROVED. CRD 155164.

**How much does Forza Investment Advisory, LLC manage?**
Forza Investment Advisory, LLC reports $93,493,642 in regulatory assets under management in its Form ADV filing dated March 3, 2026 (100% discretionary).

**What types of clients does Forza Investment Advisory, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (34).

**Does Forza Investment Advisory, 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/155164

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $93,493,642
- Discretionary: $93,493,642
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | Fewer than 5 | $970,871 |
| High net worth individuals | 34 | $89,724,514 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $2,798,257 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Publication of periodicals or newsletters
- Other

### Firm details
- Registered since: 2010 (15 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NJ
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- forzainvestment.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Forza Investment Advisory, LLC (CRD 155164): Form ADV filing data as of October 2026.