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FOREST CAPITAL OPERATING COMPANY LLC
FOREST CAPITAL OPERATING COMPANY LLC
CONCORD, North Carolina
·
2 registered advisors
·
CRD# 325514
SEC# 801-127542
0
704.533.9876
01
Firm Overview
AUM
$159M
Regulatory assets under management
Employees
4
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Compensation
Percentage of AUM
03
Specialties
Financial Planning
Investment Management
Wealth Management
Fee-Only Advisory
04
Advisors at FOREST CAPITAL OPERATING COMPANY LLC
2 registered advisors
Carey David Mcclure
CONCORD, North Carolina
CRD# 4194240
Julien Binford Booth
CONCORD, North Carolina
CRD# 2927147
05
Office Locations
CONCORD, North Carolina
2 advisors
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Data sourced from SEC Form ADV filings. FOREST CAPITAL OPERATING COMPANY LLC (CRD# 325514) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.