Forte Asset Management, Llc
- Regulatory AUM
- $322M
- Discretionary
- $322M
- Clients
- 64
- Avg AUM / client
- $5.0M
- Accounts
- 155
- Employees
- 2
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Sep 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 28 | $9.1M | 2.82% |
| High net worth individuals | 34 | $283M | 87.9% |
| Corporations and other businesses | 2 | $30.0M | 9.31% |
People (6)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Timothy Ireland Low | Chief Compliance Officer | Apr 2005 (22y) | Less than 5% | |
| Kolenda, Courtney, Lynne | Vice President Of Licensing | Nov 2024 (2y) | Less than 5% | |
| Snyder, Kent | Vice President Of Finance And Capital Markets & Treasurer | Nov 2024 (2y) | Less than 5% | |
| Foley, Ryan, Gerard | Executive Vice President, Chief Legal Officer & Secretary | Dec 2024 (2y) | Less than 5% | |
| Miller, Aaron | Executive Vice President & Chief Financial Officer | Dec 2024 (2y) | Less than 5% | |
| Tuttle, John | President | Dec 2024 (2y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Acrisure, Llc | Owner | Nov 2024 | A | 75% or more |
| Acrisure Intermediate, Inc. | 100% Of Single Class Of Membership Interest | Feb 2013 | B | ≈ 56.25% – 100% via Acrisure, Llc |
| Acrisure Holdings, Inc. | 100% Of Single Class Of Membership Interest | Feb 2013 | B | ≈ 42.19% – 100% via Acrisure Intermediate, Inc. |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Acrisure Intermediate, Inc.: 75% – 100% of Acrisure, Llc × 75% – 100% direct ≈ 56.25% – 100% of the firm
- Acrisure Holdings, Inc.: 75% – 100% of Acrisure Intermediate, Inc. × 75% – 100% of Acrisure, Llc × 75% – 100% direct ≈ 42.19% – 100% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/01/2026 | 1.17 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- National Financial Services (Fidelity) $158M (49% of AUM) Sep 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Sep 30, 2026.
View current Form ADV (SEC/IAPD) ↗