# FOREST CAPITAL OPERATING COMPANY LLC

FOREST CAPITAL OPERATING COMPANY LLC of CHARLOTTE, NC is an SEC-registered investment adviser.

## Registration

- CRD: 325514
- Type: SEC-registered investment adviser
- SEC file number: 801-127542
- Location: 6201 FAIRVIEW ROAD, SUITE 200, PMB 17336509, CHARLOTTE, NC, 28210
- Phone: 704.533.9876
- Latest filing: 2026-07-07
- Regulatory AUM: $143.2M
- Discretionary AUM: $143.2M
- Clients: 4
- Accounts: 247

## Business model

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

## Officers, owners & control persons (5)

| Name | Role | Location |
| --- | --- | --- |
| Carey David Mcclure | COO/CCO MEMBER | — |
| Dimitri Triantafyllides | MEMBER | — |
| Dana Coulter | MEMBER | — |
| MCCLURE CAREY DAVID | COO/CCO | — |
| BOOTH JULIEN BINFORD | CEO/CCO; OWNER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/325514/brochure
- Similar advisers: https://search.stillhousedata.com/firm/325514/similar
- Related entities: https://search.stillhousedata.com/firm/325514/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/325514

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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.