SourcingSourcing

FORTHRIGHT FAMILY WEALTH ADVISORY LLC

B50
CRD 304547·SEC 801-117159·HOUSTON, TX
AUM
$191.2M
$100M-$500M
Est. Revenue
$1.9M
@ 1% on AUM
Est. EBITDA
$573K
@ 30% margin
Est. Deal Value
$4.6M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
FORTHRIGHT FAMILY WEALTH ADVISORY LLC
CRD
304547
SEC file #
801-117159
EIN
842170659
DBA names
—

Economics

AUM
$191.2M
AUM band
$100M-$500M
AUM trajectory
'20'26
$140.8M → $191.2M▲ +36%
Client mix
Individuals High Net Worth45
Individuals Other19

Operations

Employees (total)
2
Advisory staff (per ADV)
1
Advisory staff (5-yr trend)
'20'26
2 advisors → 1 advisors▼ -50%
Primary office
HOUSTON TX
Branches
—

Custodian & Brokerage

Primary custodian
Fidelitylow confidence
Services offered
Financial planningPortfolio mgmt — individualsSelection of other advisers
Fee basis
% of AUMFixed fees

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
—
Website
forthrightwealth.com

Compliance

Disclosures (firm)
1
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
KEEN HOLDINGS LP
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
2
Control Persons
KEEN HOLDINGS LP
CARLSON, NEAL, DAVID
Solo Advisor Indicator
Yes
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
FORTHRIGHTWEALTH.COM
Rdap Domain Creation Date
2019-07-22T01:51:07Z
Rdap Firm Age Years
7
Rdap Firm Age Band
5-10y
Rdap Registrar
Squarespace Domains II LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0002008648
Edgar Registered
Yes
Edgar Filing Count
10
Edgar First Filing Date
2024-02-28
Edgar Last Filing Date
2026-05-13
Edgar 13f Count
10
Edgar 13f Latest AUM Estimate
Filing Date2026-05-13
Accession0002008648-26-000002

Compliance & brand

Firm Registration Status
active

All other collected signals (16)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
1
Bc Firm IAR Count
1
Custodian Candidates
Full
Fidelity4
E*trade4
Edgar Addresses
Mailing
825 TOWN AND COUNTRY LN12TH FLHOUSTON, TX 77024
Business
825 TOWN AND COUNTRY LN12TH FLHOUSTON, TX 77024
Edgar EIN
842170659
Edgar Recent Filings
13F-HR2026-05-13 · 0002008648-26-000002
13F-HR2026-02-23 · 0002008648-26-000001
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2033-07-22T01:51:07Z
Rdap Domain Last Changed
2024-04-26T05:19:35Z
Rdap Nameservers
Ns-cloud-a1.googledomains.comNs-cloud-a2.googledomains.comNs-cloud-a3.googledomains.comNs-cloud-a4.googledomains.com
Rdap Secure Dns Enabled
Yes
Rdap Status
Client Delete ProhibitedClient Transfer Prohibited
Trust Company Affiliate
No

People (1)

1
CARLSON, NEAL, DAVID
IAR · Executive Officer · 2.5%
4985231