Forge Financial
Edmond, OK·SEC-registered · CRD #306480
Forge Financial is an SEC-registered investment advisory firm in Edmond, OK managing $1.5B across 7.4k client accounts, with 15 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$1.5B
Client accounts
7.4k
Advisory staff
15
Fee model
Fee-only
How Forge Financial is paid
Compensation arrangements disclosed on Form ADV. A fee-only firm earns fees only from clients — no product commissions.
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Common questions about Forge Financial
How much does Forge Financial manage?
Per its most recent SEC Form ADV filing (03/30/2026), Forge Financial reports $1.5B in regulatory assets under management across roughly 7.4k client accounts.
How does Forge Financial charge?
Forge Financial is a fee-only firm. Its disclosed compensation arrangements are: % of assets. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Forge Financial a fiduciary?
Yes. Forge Financial is registered with the U.S. Securities and Exchange Commission (CRD #306480), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Forge Financial taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Forge Financial and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Edmond, OK
Profile compiled from Forge Financial's public SEC Form ADV filing (CRD #306480, filed 03/30/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Forge Financial. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Forge Financial? Claim this profile.