# FORNESS FINANCIAL LLC

FORNESS FINANCIAL LLC of NEEDHAM, MA is an SEC-registered investment adviser.

## Registration

- CRD: 172473
- Type: SEC-registered investment adviser
- SEC file number: 801-112637
- Location: 105 CHESTNUT STREET, SUITE 37, NEEDHAM, MA, 02492
- Phone: (781) 400-2604
- Latest filing: 2026-02-06
- Regulatory AUM: $202.8M
- Discretionary AUM: $202.8M
- Clients: 3
- Accounts: 680

## Business model

- Compensation: % of AUM
- Clients served: Individuals, High net worth

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| Ryan Charles Forness | MANAGING PRINCIPAL AND CHIEF COMPLIANCE OFFICER | — |
| Norman Anthony Forness | MANAGING PRINCIPAL | — |
| FORNESS RYAN CHARLES | MANAGING PRINCIPAL AND CHIEF COMPLIANCE OFFICER | — |
| FORNESS NORMAN ANTHONY | MANAGING PRINCIPAL | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/172473/brochure
- Similar advisers: https://search.stillhousedata.com/firm/172473/similar
- Related entities: https://search.stillhousedata.com/firm/172473/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/172473

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.