| Name | Title | Ownership | Since |
|---|---|---|---|
| Charlotte Nanette Shaw Control | Chief Executive Officer | Over 75% | 2004 |
| Christie Jo Hughes | Vice President | Under 5% | 2024 |
| James D Burleson Control | Chief Compliance Officer / Chief Financial Officer | Under 5% | 2019 |
Forge Financial Services, LLC reports $1.2 billion in regulatory assets under management on its Form ADV.
Forge Financial Services, LLC reports 14 employees.
Forge Financial Services, LLC is based in Edmond, OK and has been SEC-registered since 2020.
Forge Financial Services, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 2901 South Bryant Avenue, Edmond, OK 73013 |
| Phone | 405-340-1600 |
| Fax | 405-340-5611 |
| Office hours | 8 a.m. To 5 p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| CIK | 2055357 |
| Discloses disciplinary history | No |
| Discretionary | $1.2B |
| Non-discretionary | $0 |
| Total (RAUM) | $1.2B |