Wealth Manager
    SEC Registered

    Forge Financial

    Registered investment advisor · Edmond, Oklahoma · CRD #306480

    Assets Under Management
    $1.5B
    Client Accounts
    7,427
    Employees
    15
    CRD Number
    306480
    Registration
    SEC Registered
    Custodian
    Lpl Financial Llc

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Forge Financial

    Forge Financial is an investment advisory firm established in 2003, focusing on financial planning, retirement, and relationship management. They emphasize personalized service and use Dave Ramsey’s principles. The firm has 11-50 employees.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Forge Financial

    Wealthmetrica subscribers see the full picture: verified contacts and emails, quarterly 13F holdings and position changes, private funds, and ADV brochure analysis.

    Frequently Asked Questions

    What is Forge Financial's AUM?

    Forge Financial reports approximately $1.5B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Forge Financial headquartered?

    Forge Financial is headquartered in Edmond, Oklahoma.

    What is Forge Financial's CRD number?

    Forge Financial's CRD number is 306480. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Forge Financial manage?

    Forge Financial manages approximately 7,427 client accounts according to its latest SEC filing.

    Is Forge Financial SEC registered?

    Yes, Forge Financial is registered with the SEC as an investment adviser with an approved registration status.

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