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Forrest Patrick Sumlar

INTEROCEAN CAPITAL GROUP, LLC·NASHVILLE, Tennessee
Clean recordINTEROCEAN CAPITAL GROUP, LLC
150 4TH AVENUE NORTH, NASHVILLE, TN 37219CRD# 6603003Firm CRD# 310369

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Forrest Patrick Sumlar · NASHVILLE, TN
Registration
CRD #6603003 · INTEROCEAN CAPITAL GROUP, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Forrest Patrick Sumlar is a registered financial advisor based in NASHVILLE, Tennessee, affiliated with INTEROCEAN CAPITAL GROUP, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
INTEROCEAN CAPITAL GROUP, LLC
INTEROCEAN CAPITAL
AUM
$5.8B
Regulatory assets under management
Employees
40
Total firm employees
View all advisors at INTEROCEAN CAPITAL GROUP, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Subscription fees
Other: REVENUE SHARING WITH OUR AFFILIATES, FRS (SEE SCHEDULE D)
Regulatory
SEC/IARD CRD# 6603003
Firm CRD# 310369
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Forrest Patrick Sumlar offer?
Forrest Patrick Sumlar specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in NASHVILLE, Tennessee for a consultation.
What are Forrest Patrick Sumlar's credentials?
Forrest Patrick Sumlar is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Forrest Patrick Sumlar located?
Forrest Patrick Sumlar is based in NASHVILLE, Tennessee, working with INTEROCEAN CAPITAL GROUP, LLC. Their office serves clients in the NASHVILLE metropolitan area and surrounding communities.
How does Forrest Patrick Sumlar charge for services?
Forrest Patrick Sumlar's firm is compensated through percentage of aum, subscription fees, other: revenue sharing with our affiliates, frs (see schedule d). Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is INTEROCEAN CAPITAL GROUP, LLC?
INTEROCEAN CAPITAL GROUP, LLC has approximately 40 employees and manages $5.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at INTEROCEAN CAPITAL GROUP, LLC

Mark E Carr
NASHVILLE, TN
Michael Joshua Carlin
NASHVILLE, TN
Jeffrey Scott Camp
NASHVILLE, TN
Rege Scott Eisaman
NASHVILLE, TN

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Research
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