# FORWARD FINANCIAL LLC

FORWARD FINANCIAL LLC of HOUSTON, TX is an SEC-registered investment adviser.

## Registration

- CRD: 316517
- Type: SEC-registered investment adviser
- Location: 210 ELECTRA DRIVE, HOUSTON, TX, 77079
- Phone: 713-561-5516
- Latest filing: 2026-06-05
- Regulatory AUM: $76.6M
- Discretionary AUM: $76.6M
- Clients: 1
- Accounts: 228

## Business model

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

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/316517/brochure
- Similar advisers: https://search.stillhousedata.com/firm/316517/similar
- Related entities: https://search.stillhousedata.com/firm/316517/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/316517

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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.