Forest Capital - Investment Advisers

About Forest Capital

Forest Capital Operating Company LLC, operating as Forest Capital, is an investment adviser based in Charlotte, North Carolina, and is listed among the investment advisers in North Carolina. The firm reports $143.15 million in regulatory assets under management and four employees. Forest Capital was founded in 2003 by the accounting firm McClure, CPA, to offer personalized investment management as an alternative to packaged products such as mutual funds and ETFs. After a merger into a larger regional CPA firm and a later spinoff, the company is owned by its principal officers: David McClure, Chief Operating Officer and Chief Compliance Officer; Dimitri Triantafyllides, Chief Investment Officer and portfolio manager; and Dana Coulter, Chief Administrative Officer. The firm builds customized client portfolios mainly from individual stocks and bonds, with a focus on fixed income securities across the capital structure, and aims to minimize the transaction costs and fees associated with funds. It describes itself as independent, fee-based and acting as a fiduciary. Portfolio custody and administration are provided through Charles Schwab. The firm is also listed in the directory of US investment advisers.

Key Facts

Assets Under Management

$143.15M

Employees

4

SEC File Number

801-127542