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FOREFRONT ASSET MANAGEMENT, LLC
CRD 281118File 801-132722
APPROVED
Retail clients
Filing as of May 13, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$136.9M
Bottom 25% of cohort (national)
Discretionary AUM
$125.8M
Non-discretionary $11.2M
Clients
322
781 accounts
Employees
4
Bottom 25% of cohort in VA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- May 6, 2025
- Principal office
- 1209 INDEPENDENCE BOULEVARD, SUITE 106, VIRGINIA BEACH, VA, 23455
- Phone
- 757-222-1880
- Website
- HTTP://WWW.FOREFRONTAM.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $136.9M
- Discretionary AUM
- $125.8M
- Non-discretionary AUM
- $11.2M
- Discretionary accounts
- 712
- Non-discretionary accounts
- 69
- Total accounts
- 781
- AUM per client
- $425K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 5 | $483K |
| Charitable organizations | Fewer than 5 | $1.6M |
| High net worth individuals | 31 | $66.1M |
| Pension and profit sharing plans | 6 | $1.3M |
| Individuals (other than high net worth individuals) | 276 | $67.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.

