# FORGE FINANCIAL SERVICES, LLC

FORGE FINANCIAL SERVICES, LLC of EDMOND, OK is an SEC-registered investment adviser.

## Registration

- CRD: 306480
- Type: SEC-registered investment adviser
- SEC file number: 801-117938
- Location: 2901 SOUTH BRYANT AVENUE, EDMOND, OK, 73013
- Phone: 405-340-1600
- Latest filing: 2026-03-30
- Regulatory AUM: $1.5B
- Discretionary AUM: $1.5B
- Clients: 15
- Accounts: 7,427

## Business model

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

## Officers, owners & control persons (10)

| Name | Role | Location |
| --- | --- | --- |
| Charlotte Nanette Shaw | CHIEF EXECUTIVE OFFICER | — |
| James D Burleson | CHIEF COMPLIANCE OFFICER / CHIEF FINANCIAL OFFICER | — |
| John Barry Dotson | CHIEF INVESTMENT OFFICER | — |
| Christie Jo Hughes | VICE PRESIDENT | — |
| SHAW CHARLOTTE NANETTE | CHIEF EXECUTIVE OFFICER | — |
| SHAW GARY ALAN | CHIEF FINANCIAL OFFICER | — |
| BURLESON JAMES D | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER / CHIEF FINANCIAL OFFICER | — |
| DOTSON JOHN BARRY | CHIEF INVESTMENT OFFICER | — |
| MOORE DONNA KAY | CHIEF OPERATIONS OFFICER | — |
| HUGHES CHRISTIE JO | VICE PRESIDENT | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/306480/brochure
- Similar advisers: https://search.stillhousedata.com/firm/306480/similar
- Related entities: https://search.stillhousedata.com/firm/306480/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/306480

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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.