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11111 Katy Freeway Suite 910, Houston, TX 77079 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-08-31 |
| TX | RA | APPROVED | 2023-05-01 |
Branch Locations
Spaces Lochrin Square, 1 Lochrin Square 92-98 Fountainbridge, Edinburgh EH3 9QA • United Kingdom
11111 Katy Freeway Suite 910, Houston, TX 77079 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Forth Capital | Edinburgh | 01/2004 | Present | |
| Forth Capital | Geneva | 08/2017 | 08/2019 | |
| Forth Capital (Usa), Llc | Houston | TX | 10/2022 | Present |
CEO and Founder of Forth Capital Group since 2004. Spaces, 1 Lochrin Square, 92-98 Fountainbridge, Edinburgh, EH3 9QA. Forth Capital manages $300 million of client monies in over 83 countries around the world and is regulated and approved in Switzerland, UK, Ireland and 27 EU countries via passporting, Hong Kong and Australia. Practice areas include Wealth Management, Qualified Recognised Overseas Pension Schemes (QROPS), Pension Asset Transfer and Management, International Financial Planning, Tax Efficient Capital Investment, Portfolio Management, and Trusts. This is an investment-related activity and accounts for approximately 40 hours of time per week during securities trading hours. Owner of FC EDINBURGH Soccer Team since 2019. Meadowbank Stadium, London Rd, Edinburgh, EH7 6AE. Duties are strategy-related. This is a non-investment-related activity and accounts for approximately 20 hours of time per month outside of securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-04-26 |
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