# FORTHRIGHT FAMILY WEALTH ADVISORY LLC

FORTHRIGHT FAMILY WEALTH ADVISORY LLC of HOUSTON, TX is an SEC-registered investment adviser.

## Registration

- CRD: 304547
- Type: SEC-registered investment adviser
- SEC file number: 801-117159
- Location: 825 TOWN & COUNTRY LN., 12TH FL., HOUSTON, TX, 77024
- Phone: 713-510-3510
- Latest filing: 2026-03-31
- Regulatory AUM: $191.2M
- Discretionary AUM: $191.2M
- Clients: 2
- Accounts: 221

## Business model

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

## Officers, owners & control persons (6)

| Name | Role | Location |
| --- | --- | --- |
| Neal David Carlson | MANAGING MEMBER, CEO, CCO; OWNER; TRUSTEE | — |
| Kristen T Carlson | OWNER | — |
| CARLSON PETER DAVID | MANAGING MEMBER, CEO, CCO; MANAGING MEMBER, CHIEF COMPLIANCE OFFICER; OWNER (+1 more) | — |
| CARLSON MARK D | OWNER | — |
| CARLSON SCOTT T | OWNER | — |
| Kristen T. Carlson | OWNER | — |


## Disclosures (2)

| Initiated | Type | Allegations | Status | Amount |
| --- | --- | --- | --- | --- |
| — | regulatory | — | — | — |


## Branch offices (4)

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| SHENANDOAH | TX | 0 | 713-510-3510 |
| HOUSTON | TX | 0 | 713-510-3510 |
| SHENANDOAH | TX | 0 | 713-510-3510 |
| HOUSTON | TX | 0 | 713-510-3510 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/304547/brochure
- Similar advisers: https://search.stillhousedata.com/firm/304547/similar
- Related entities: https://search.stillhousedata.com/firm/304547/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/304547

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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.