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Colton R Hatch

Forthright Capital Advisory

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About Colton R Hatch

Colton R. Hatch is a financial advisor based in Lehi, UT. Colton currently works at Forthright Capital Advisory and previously worked at Wells Fargo Clearing Services, LLC. Colton has been in the industry since January 9, 2021. Colton holds the following securities licenses: Series 63, Series 66, Series 7 and the SIE. Colton specializes in providing financial planning, investment management and pension consulting services.

Firm Information

Colton Hatch is currently registered with Forthright Capital Advisory. Forthright Capital Advisory is an investment advisor based in Las Vegas, Nevada. The firm provides financial planning, pension consulting, and portfolio management for individuals and businesses. They advise a variety of clients, including high-net-worth individuals, pension and profit-sharing plans, and individuals other than high-net-worth. As of their latest regulatory filing, they manage over $64 million in assets.
Forthright Capital Advisory

7251 W LAKE MEAD BLVD, STE 300

LAS VEGAS, NV 89128

$64.99M

Assets Under Management

Not reported

Total Clients

23

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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.

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Colton Hatch’s Registration & Firm History

UT

02/07/2025 - Present

Forthright Capital Advisory (Syracuse UT)

UT

09/21/2021 - 05/23/2023

WELLS FARGO CLEARING SERVICES, LLC (SALT LAKE CITY UT)

UT

12/09/2020 - 08/25/2021

FIDELITY BROKERAGE SERVICES LLC (SALT LAKE CITY UT)

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Licenses & Designations

BOTH

Issued 10/13/2021

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/18/2020

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/09/2020

Series 7TO - General Securities Representative Examination

BC

Issued 12/02/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Colton R Hatch.
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