Forge Financial

Overview

Forge Financial is an SEC registered investment adviser based in Edmond, OK, registered since 2020. It reports $1.5B in assets under management across 7,427 accounts, with 15 employees. It has 15 investment adviser representatives.

Reported AUM

$1.5B

Discretionary

100%

Accounts

7,427

Average account

$196K

Employees

15

Advisory reps

15

Registered since

2020

Jurisdictions

19

As reported in the firm's September 2026 filing.

Contact

1 phone number on file

Practice

Services

• Individuals or Small Business
• Selection of Other Advisors

Client types

• Corporations/Businesses
• High Net Worth Individuals
• Individuals

Fee structure

Percentage of Assets. Sponsors a wrap fee program.

Executive officers 3 of 4

• Charlotte Nanette Shaw Chief Executive Officer CRD 4107934
• James D Burleson II Chief Compliance Officer, Chief Financial Officer CRD 5995946
• John Barry Dotson Chief Investment Officer CRD 6073984

1 more executive officer, with direct contact details

Advisory reps 3 of 15

• Christopher G Beard Registered Rep · Investment Adviser Rep CRD 2471505
• James D Burleson II Registered Rep · Investment Adviser Rep CRD 5995946
• Madison Leigh Debose Registered Rep · Investment Adviser Rep CRD 8007473

12 more advisory reps, with emails, phones and branch locations

Location

Headquarters

2901 S Bryant Ave
Edmond, OK 73013

County

Oklahoma

Metro area

Oklahoma City, OK

Region

South

Registrations

• SEC registered
• Registered in 19 jurisdictions
• Website: forgefinancial.com

Every state, with registration dates

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