Forest Capital Operating Company Llc
- Regulatory AUM
- $143M
- Discretionary
- $143M
- Clients
- 155
- Avg AUM / client
- $924K
- Accounts
- 247
- Employees
- 4
AUM over time
Annual snapshots from Form ADV filings · as of Jul 07, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 85 | $24.3M | 17.0% |
| High net worth individuals | 67 | $109M | 76.2% |
| Insurance companies | 1 | $2.8M | 1.98% |
| Corporations and other businesses | 2 | $6.9M | 4.8% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Advanced Atomization Technologies Savings Plan Advanced Atomization Technologies, Llc | 2024 |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Booth, Julien, Binford | Owner | Feb 2023 (4y) | 75% or more | |
| Carey David Mcclure | Coo/Cco | Personal Financial Specialist | Jun 2024 (2y) | Less than 5% |
| Dimitri Triantafyllides | Registered representative | CFA | Jun 2023 (3y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
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.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Advanced Atomization Technologies Savings Plan | Advanced Atomization Technologies, Llc | 342 | $47.2M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/07/2026 | 910 KB | 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
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Charles Schwab & Co. $143M (100% of AUM) Jul 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have 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: Jul 07, 2026.
View current Form ADV (SEC/IAPD) ↗