SourcingSourcing

FORGELIGHT LLC

C30
CRD 307944·SEC 801-118342·MIAMI, FL
AUM
$1.63B
$1B+
Est. Revenue
$16.3M
@ 1% on AUM
Est. EBITDA
$4.9M
@ 30% margin
Est. Deal Value
$39.2M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
FORGELIGHT LLC
CRD
307944
SEC file #
801-118342
EIN
—
DBA names
—

Economics

AUM
$1.63B
AUM band
$1B+
AUM trajectory
'21'26
$131.0M → $1.63B▲ +1148%
Client mix
Pooled Investment Vehicles6

Operations

Employees (total)
5
Advisory staff (per ADV)
4
Advisory staff (5-yr trend)
'21'26
1 advisors → 4 advisors▲ +300%
Primary office
MIAMI FL
Branches
—

Custodian & Brokerage

Primary custodian
JPMorganlow confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
% of AUMPerformance-based fees

Filings

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

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
DAVIS, WADE, CULLEN
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
DAVIS, WADE, CULLEN
Hanna, Joseph
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
FORGELIGHT.COM
Rdap Domain Creation Date
2011-07-05T21:56:32Z
Rdap Firm Age Years
15
Rdap Firm Age Band
10-20y
Rdap Registrar
Network Solutions, LLC

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.229
Soi Zip Pct 200k Plus
0.084
Soi Zip Returns 200k Plus
110
Soi Zip Total AGI
191,150
Fdic Zip Total Deposits
22,087,877,000
Fdic Zip Branch Count
237
Fdic Zip Top Banks
Banesco USA
Eastern National Bank

Compliance & brand

Firm Registration Status
active

All other collected signals (24)

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
0
Bc Firm IAR Count
0
Custodian Candidates
Full
Jpmorgan12
E*trade4
Fdic Zip Branches Raw
Kislak National BankMiami, FL
Eastern National BankCoral Gables, FL
Fdic Zip HHI
1496.13
Fdic Zip Top Bank Share Pct
24.88
Fdic Zip Year
2025
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2028-07-05T21:56:32Z
Rdap Domain Last Changed
2023-01-23T15:59:20Z
Rdap Nameservers
Ns69.worldnic.comNs70.worldnic.com
Rdap Secure Dns Enabled
No
Rdap Status
Active
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI5,186
Returns450
Stub 2
AGI9,274
Returns260
Stub 3
AGI10,339
Returns170
Soi Zip Total Business Income
5,311
Soi Zip Total Cap Gains
20,710
Soi Zip Total Dividends
2,493
Soi Zip Total Returns
1,310
Top Owner CRD
2889087
Trust Company Affiliate
No

People (2)

2
DAVIS, WADE, CULLEN
Direct Owner · 87.5%
2889087
Hanna, Joseph
Executive Officer · 2.5%
8125587