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Carl David Forster

Aspiriant, LLC

New York, NY

Los Angeles, CA

CRD 3005068

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Employer firm

Aspiriant, LLC CRD 146720

$18.0B regulatory AUM 24 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Aspiriant, Llc

11100 Santa Monica Blvd Suite 500, Los Angeles, CA 90025 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-03-30
CA RA APPROVED 2008-08-06
  • NY RA
    APPROVED
    Since 2021-03-30
  • CA RA
    APPROVED
    Since 2008-08-06

Branch Locations

350 5Th Avenue Suite 3110, New York, NY 10118 • United States

11100 Santa Monica Blvd Suite 500, Los Angeles, CA 90025 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Aspiriant, Llc New York NY 01/2010 Present
Previous Registrations
  • 2005-02-10 → 2008-05-20
    Kfq Investment Advisors Llc
    Los Angeles, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2005-02-09
S63 Uniform Securities Agent State Law Examination 1998-02-25
  • S65 Uniform Investment Adviser Law Examination
    2005-02-09
  • S63 Uniform Securities Agent State Law Examination
    1998-02-25

View on SEC IAPD

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