Forthright Capital Advisory

Overview

Forthright Capital Advisory is an SEC registered investment adviser based in Las Vegas, NV, registered since 2022. It reports $108M in assets under management across 1,363 accounts, with 22 employees. It has 20 investment adviser representatives.

Reported AUM

$108M

Discretionary

100%

Accounts

1,363

Average account

$79K

Employees

22

Advisory reps

20

Registered since

2022

Jurisdictions

28

As reported in the firm's August 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Pension Consulting
• Selection of Other Advisors

Client types

• Corporations/Businesses
• High Net Worth Individuals
• Individuals
• Pension/Profit Sharing Plan

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets

Executive officers 3 of 4

• Bliss C Rivera Owner CRD 6303179
• Edmund Laphang Leung Owner CRD 6845435
• Jaime Salvatierra Amores Owner CRD 7647303

1 more executive officer, with direct contact details

Advisory reps 3 of 20

• Timothy Deon Bennett Insurance Agent · Investment Adviser Rep CRD 8039001
• Ryan Andrew Berkowitz Insurance Agent · Investment Adviser Rep CRD 5909391
• Daniel G Bingham Insurance Agent · Investment Adviser Rep CRD 6625951

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

Location

Headquarters

7251 W Lake Mead Blvd Ste 300
Las Vegas, NV 89128

County

Clark

Metro area

Las Vegas-Henderson-Paradise, NV

Region

West

Registrations

• SEC registered
• Registered in 28 jurisdictions
• Website: forthrightcps.com

Every state, with registration dates

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