Forethought Life Insurance Company
$12.1M reported client assets across 1 advisory firms in FY2024 annual amendments
Reported client assets over time
$12.1M
$19.6M
2017
2024
Same-firm comparison: 1 firms that reported Forethought Life Insurance Company in both FY2023 and FY2024 annual amendments (ADV Item 5.K.(3)). Fiscal years come directly from the SEC filing-type table; filing dates are not used as a year-end proxy.
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Chartered Advisory Group, Inc. | $12.1M | $121M | 10.0% | 03/06/2025 |
From Form ADV Schedule D 5.K.(3): custodians named at the 10%-of-SMA-assets threshold, with reported dollar amounts. "Share" is reported amount as a share of the firm's total regulatory AUM.