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Johnathan N Wilhelm

FORAGER CAPITAL MANAGEMENT, LLC·BIRMINGHAM, Alabama
Series 65Clean record9 years registeredFORAGER CAPITAL MANAGEMENT, LLC
2025 3RD AVE N, BIRMINGHAM, AL 35203CRD# 6836152Firm CRD# 158835

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Johnathan N Wilhelm · BIRMINGHAM, AL
Registration
CRD #6836152 · FORAGER CAPITAL MANAGEMENT, LLC · 9 years registered
Brand Profile
Not yet started
01

Career History

FORAGER CAPITAL MANAGEMENT, LLC
Jul 2017 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · July 21, 2017
Years registered · 9
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
FORAGER CAPITAL MANAGEMENT, LLC
CRD 158835 · SEC 801-120794
AUM
$350M
Regulatory assets under management
Employees
3
2 client accounts
Services offered by FORAGER CAPITAL MANAGEMENT, LLC
Per Form ADV
Pension consulting
Client types served by the firm
Per Form ADV
Pension & Retirement Plans
View all advisors at FORAGER CAPITAL MANAGEMENT, LLC →
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05

Frequently Asked Questions

What services does Johnathan N Wilhelm offer?
Johnathan N Wilhelm specializes in Retirement Planning. Contact their office in BIRMINGHAM, Alabama for a consultation.
What are Johnathan N Wilhelm's credentials?
Johnathan N Wilhelm is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Johnathan N Wilhelm located?
Johnathan N Wilhelm is based in BIRMINGHAM, Alabama, working with FORAGER CAPITAL MANAGEMENT, LLC. Their office serves clients in the BIRMINGHAM metropolitan area and surrounding communities.
How does Johnathan N Wilhelm charge for services?
Johnathan N Wilhelm's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FORAGER CAPITAL MANAGEMENT, LLC?
FORAGER CAPITAL MANAGEMENT, LLC has approximately 3 employees and manages $350M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Robert Symmes Macarthur
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Edward Urban Kissel
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