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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

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 typeClientsAUM
Other5$483K
Charitable organizationsFewer than 5$1.6M
High net worth individuals31$66.1M
Pension and profit sharing plans6$1.3M
Individuals (other than high net worth individuals)276$67.5M

Compensation & activities

ADV Items 5E, 5G

Compensation

  • 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 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromTo
Aug 12, 2026RegistrationAPPROVED

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.