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FORGE FINANCIAL
Legal name: FORGE FINANCIAL SERVICES, LLC
CRD 306480File 801-117938
APPROVED
Retail clients
Filing as of Mar 30, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$1.46B
Above cohort median (national)
Discretionary AUM
$1.46B
Clients
4,683
7,427 accounts
Employees
15
Top 25% of cohort in OK
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- Jan 15, 2020
- Principal office
- 2901 SOUTH BRYANT AVENUE, EDMOND, OK, 73013
- Phone
- 405-340-1600
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.46B
- Discretionary AUM
- $1.46B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 7,427
- Non-discretionary accounts
- 0
- Total accounts
- 7,427
- AUM per client
- $311K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 9 | $4.7M |
| Charitable organizations | Fewer than 5 | $305K |
| High net worth individuals | 1,057 | $814.5M |
| Pension and profit sharing plans | Fewer than 5 | $1.1M |
| Individuals (other than high net worth individuals) | 3,617 | $636.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Selection of other advisers
- 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.