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Forte Capital LLC

Headquartered in ROCHESTER, NY

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Firm Information

Forte Capital LLC is an investment advisor registered with the SEC. The firm, headquartered in Rochester, NY, manages approximately $1.3 billion in assets for various client types, including individuals, high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. They offer investment consulting services, financial planning, and educational seminars.

Forte Capital LLC

400 LINDEN OAKS

ROCHESTER, NY 14625

$1.28B

Assets Under Management

5

Total Clients

14

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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investment consulting services

Investment consulting services

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (5)

FORTE CAPITAL LLC has a total of 5 branch locations across the country.
location

RALEIGH, NC

location

ROCHESTER, NY

location

MASSAPEQUA, NY

location

SUPERIOR, CO

location

WAQUOIT, MA

Advisors at Forte Capital LLC

View All 14 Advisors
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Brian Paul Kuhn

RA

SUPERIOR, CO

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Sonu Johar

RA

ROCHESTER, NY

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Christopher Anthony Cardali

RA

MASSAPEQUA, NY

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Richard Brent Nathan

RA

RALEIGH, NC

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Michael Joseph Garzi

RA

ROCHESTER, NY

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Marcin Piotr Ciolek

RA

ROCHESTER, NY

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David William Henion

RA

ROCHESTER, NY

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Dennis Elmer Lohouse

RA

ROCHESTER, NY

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Disclosures

There are no public disclosures for Forte Capital LLC.

Frequently Asked Questions (7)

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