Unclaimed Profile

Julien Binford Booth

FOREST CAPITAL OPERATING COMPANY LLC·CONCORD, North Carolina

Series 6, Series 7, Series 63, Series 6524 years registeredFOREST CAPITAL OPERATING COMPANY LLC

300 MCGILL AVE NW STE 200, CONCORD, NC 28027CRD# 2927147Firm CRD# 325514

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Julien Binford Booth · CONCORD, NC

Registration

CRD #2927147 · FOREST CAPITAL OPERATING COMPANY LLC · 24 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: FOREST CAPITAL OPERATING COMPANY LLC

FOREST CAPITAL OPERATING COMPANY LLC

Mar 2023 – Jun 2024

Concord, NC

BRC WEALTH MANAGEMENT, LLC

Feb 2020 – Mar 2023

CONCORD, NC

FOREST CAPITAL

May 2012 – Jun 2020

CONCORD, NC

NEWPORT GROUP SECURITIES, INC.

Oct 2002 – Feb 2004

CHARLOTTE, NC

THE NEWPORT GROUP OF NORTH CAROLINA, INC.

Dec 2001 – Nov 2003

CHARLOTTE, NC

Registrations & Exams

FINRA examinations passed

Series 6

Series 7

Series 63

Series 65

Registration record

First registered · December 31, 2001

Years registered · 24

Disclosure History

2024Customer Dispute·Settled

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

FOREST CAPITAL OPERATING COMPANY LLC

CRD 325514 · SEC 801-127542

AUM

$159M

Regulatory assets under management

Employees

297 client accounts

Services offered by FOREST CAPITAL OPERATING COMPANY LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at FOREST CAPITAL OPERATING COMPANY LLC →

Introduction

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Frequently Asked Questions

What services does Julien Binford Booth offer?

Julien Binford Booth specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory.

What are Julien Binford Booth's credentials?

Julien Binford Booth is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Julien Binford Booth located?

Julien Binford Booth is based in CONCORD, North Carolina, last registered with FOREST CAPITAL OPERATING COMPANY LLC.

How does Julien Binford Booth charge for services?

Julien Binford Booth's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is FOREST CAPITAL OPERATING COMPANY LLC?

FOREST CAPITAL OPERATING COMPANY LLC has approximately 4 employees and manages $159M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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