FORTHRIGHT FAMILY WEALTH ADVISORY LLC
CRD #304547 SEC #801-117159 HOUSTON, TX 713-510-3510
SEC Registered
Total AUM
$202.6M
Discretionary
$202.6M
Employees
2
Clients
51
Accounts
228
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Texas
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 28, 2025
- Branch Offices
- 2
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| CARLSON, NEAL, DAVID | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | NA | Control |
| CARLSON, NEAL, DAVID | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | NA | Control |
| CARLSON, NEAL, DAVID | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | NA | Control |
| CARLSON, NEAL, DAVID | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | NA | Control |
| CARLSON, NEAL, DAVID | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | NA | Control |
| CARLSON, NEAL, DAVID | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | NA | Control |
| CARLSON, NEAL, DAVID | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | NA | Control |
| CARLSON, NEAL, DAVID | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | NA | Control |
| CARLSON, NEAL, DAVID | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | NA | Control |
| CARLSON, NEAL, DAVID | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | NA | Control |
| CARLSON, NEAL, DAVID | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | NA | Control |
| CARLSON, NEAL, DAVID | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | NA | Control |
| CARLSON, NEAL, DAVID | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | NA | Control |
| CARLSON, NEAL, DAVID | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | NA | Control |
| CARLSON, NEAL, DAVID | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | NA | Control |
| CARLSON, NEAL, DAVID | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | NA | Control |
| CARLSON, NEAL, DAVID | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | NA | Control |
| CARLSON, NEAL, DAVID | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | NA | Control |
| CARLSON, NEAL, DAVID | I | MANAGING MEMBER, CEO, CCO | NA | Control |
| CARLSON, NEAL, DAVID | I | MANAGING MEMBER, CEO, CCO | NA | Control |
| KEEN HOLDINGS LP | DE | MANAGER | E | Control |
| KEEN HOLDINGS LP | DE | MANAGER | E | Control |
| KEEN HOLDINGS LP | DE | MANAGER | E | Control |
| KEEN HOLDINGS LP | DE | MANAGER | E | Control |
| KEEN HOLDINGS LP | DE | MANAGER | E | Control |
| KEEN HOLDINGS LP | DE | MANAGER | E | Control |
| KEEN HOLDINGS LP | DE | MANAGER | E | Control |
| KEEN HOLDINGS LP | DE | MANAGER | E | Control |
| KEEN HOLDINGS LP | DE | MANAGER | E | Control |
| KEEN HOLDINGS LP | DE | MANAGER | E | Control |
| KEEN HOLDINGS LP | DE | MANAGER | E | Control |
| KEEN HOLDINGS LP | DE | MANAGER | E | Control |
| KEEN HOLDINGS LP | DE | MANAGER | E | Control |
| KEEN HOLDINGS LP | DE | MANAGER | E | Control |
| KEEN HOLDINGS LP | DE | MANAGER | E | Control |
| KEEN HOLDINGS LP | DE | MANAGER | E | Control |
| KEEN HOLDINGS LP | DE | MANAGER | E | Control |
| KEEN HOLDINGS LP | DE | MANAGER | E | Control |
| KEEN HOLDINGS LP | DE | MANAGER | E | Control |
| KEEN HOLDINGS LP | DE | MANAGER | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| CARLSON, NEAL, DAVID | I | KEEN FAMILY TRUST | F | Control |
| CARLSON, NEAL, DAVID | I | KEEN FAMILY TRUST | F | Control |
| CARLSON, NEAL, DAVID | I | KEEN FAMILY TRUST | F | Control |
| CARLSON, NEAL, DAVID | I | KEEN FAMILY TRUST | F | Control |
| CARLSON, NEAL, DAVID | I | KEEN FAMILY TRUST | F | Control |
| CARLSON, NEAL, DAVID | I | KEEN FAMILY TRUST | F | Control |
| CARLSON, NEAL, DAVID | I | KEEN FAMILY TRUST | F | Control |
| CARLSON, NEAL, DAVID | I | KEEN FAMILY TRUST | F | Control |
| CARLSON, NEAL, DAVID | I | KEEN FAMILY TRUST | F | Control |
| CARLSON, NEAL, DAVID | I | KEEN FAMILY TRUST | F | Control |
| CARLSON, NEAL, DAVID | I | KEEN FAMILY TRUST | F | Control |
| CARLSON, NEAL, DAVID | I | KEEN FAMILY TRUST | F | Control |
| KEEN INTERESTS LLC | DE | KEEN HOLDINGS LP | F | Control |
| KEEN INTERESTS LLC | DE | KEEN HOLDINGS LP | F | Control |
| KEEN INTERESTS LLC | DE | KEEN HOLDINGS LP | F | Control |
| KEEN INTERESTS LLC | DE | KEEN HOLDINGS LP | F | Control |
| KEEN INTERESTS LLC | DE | KEEN HOLDINGS LP | F | Control |
| KEEN INTERESTS LLC | DE | KEEN HOLDINGS LP | F | Control |
| KEEN INTERESTS LLC | DE | KEEN HOLDINGS LP | F | Control |
| KEEN INTERESTS LLC | DE | KEEN HOLDINGS LP | F | Control |
| KEEN INTERESTS LLC | DE | KEEN HOLDINGS LP | F | Control |
| KEEN INTERESTS LLC | DE | KEEN HOLDINGS LP | F | Control |
| KEEN INTERESTS LLC | DE | KEEN HOLDINGS LP | F | Control |
| KEEN INTERESTS LLC | DE | KEEN HOLDINGS LP | F | Control |
| KEEN INTERESTS LLC | DE | KEEN HOLDINGS LP | F | Control |
| KEEN INTERESTS LLC | DE | KEEN HOLDINGS LP | F | Control |
| KEEN INTERESTS LLC | DE | KEEN HOLDINGS LP | F | Control |
| KEEN INTERESTS LLC | DE | KEEN HOLDINGS LP | F | Control |
| KEEN INTERESTS LLC | DE | KEEN HOLDINGS LP | F | Control |
| KEEN INTERESTS LLC | DE | KEEN HOLDINGS LP | F | Control |
| KEEN INTERESTS LLC | DE | KEEN HOLDINGS LP | F | Control |
| KEEN FAMILY TRUST | DE | KEEN HOLDINGS LP | E | Control |
| KEEN FAMILY TRUST | DE | KEEN HOLDINGS LP | E | Control |
| KEEN FAMILY TRUST | DE | KEEN HOLDINGS LP | E | Control |
| KEEN FAMILY TRUST | DE | KEEN HOLDINGS LP | E | Control |
| KEEN FAMILY TRUST | DE | KEEN HOLDINGS LP | E | Control |
| KEEN FAMILY TRUST | DE | KEEN HOLDINGS LP | E | Control |
| KEEN FAMILY TRUST | DE | KEEN HOLDINGS LP | E | Control |
| KEEN FAMILY TRUST | DE | KEEN HOLDINGS LP | E | Control |
| KEEN FAMILY TRUST | DE | KEEN HOLDINGS LP | E | Control |
| KEEN FAMILY TRUST | DE | KEEN HOLDINGS LP | E | Control |
| KEEN FAMILY TRUST | DE | KEEN HOLDINGS LP | E | Control |
| KEEN FAMILY TRUST | DE | KEEN HOLDINGS LP | E | Control |
| KEEN FAMILY TRUST | DE | KEEN HOLDINGS LP | E | Control |
| KEEN FAMILY TRUST | DE | KEEN HOLDINGS LP | E | Control |
| KEEN FAMILY TRUST | DE | KEEN HOLDINGS LP | E | Control |
| KEEN FAMILY TRUST | DE | KEEN HOLDINGS LP | E | |
| KEEN FAMILY TRUST | DE | KEEN HOLDINGS LP | E | Control |
| KEEN FAMILY TRUST | DE | KEEN HOLDINGS LP | E | Control |
| KEEN FAMILY TRUST | DE | KEEN HOLDINGS LP | E | |
| CARLSON, JACK, D. | I | KEEN INTERESTS LLC | D | Control |
| CARLSON, JACK, D. | I | KEEN INTERESTS LLC | D | Control |
| CARLSON, JACK, D. | I | KEEN INTERESTS LLC | D | Control |
| CARLSON, JACK, D. | I | KEEN INTERESTS LLC | D | Control |
| CARLSON, JACK, D. | I | KEEN INTERESTS LLC | D | Control |
| CARLSON, JACK, D. | I | KEEN INTERESTS LLC | D | Control |
| CARLSON, JACK, D. | I | KEEN INTERESTS LLC | D | Control |
| CARLSON, JACK, D. | I | KEEN INTERESTS LLC | D | Control |
| CARLSON, JACK, D. | I | KEEN INTERESTS LLC | D | Control |
| CARLSON, JACK, D. | I | KEEN INTERESTS LLC | D | Control |
| CARLSON, JACK, D. | I | KEEN INTERESTS LLC | D | Control |
| CARLSON, KRISTEN, T. | I | KEEN INTERESTS LLC | D | Control |
| CARLSON, KRISTEN, T. | I | KEEN INTERESTS LLC | D | Control |
| CARLSON, KRISTEN, T. | I | KEEN INTERESTS LLC | D | Control |
| CARLSON, KRISTEN, T. | I | KEEN INTERESTS LLC | D | Control |
| CARLSON, KRISTEN, T. | I | KEEN INTERESTS LLC | D | Control |
| CARLSON, KRISTEN, T. | I | KEEN INTERESTS LLC | D | Control |
| CARLSON, KRISTEN, T. | I | KEEN INTERESTS LLC | D | Control |
| CARLSON, KRISTEN, T. | I | KEEN INTERESTS LLC | D | Control |
| CARLSON, KRISTEN, T. | I | KEEN INTERESTS LLC | D | Control |
| CARLSON, KRISTEN, T. | I | KEEN INTERESTS LLC | D | Control |
| CARLSON, KRISTEN, T. | I | KEEN INTERESTS LLC | D | Control |
| CARLSON, KRISTEN, T. | I | KEEN INTERESTS LLC | D | Control |
| CARLSON, KRISTEN, T. | I | KEEN INTERESTS LLC | D | Control |
| CARLSON, KRISTEN, T. | I | KEEN INTERESTS LLC | D | Control |
| CARLSON, KRISTEN, T. | I | KEEN INTERESTS LLC | D | Control |
| CARLSON, KRISTEN, T. | I | KEEN INTERESTS LLC | D | Control |
| CARLSON, KRISTEN, T. | I | KEEN INTERESTS LLC | D | Control |
| CARLSON, KRISTEN, T. | I | KEEN INTERESTS LLC | D | Control |
| CARLSON, KRISTEN, T. | I | KEEN INTERESTS LLC | D | Control |
| CARLSON, NEAL, DAVID | I | KEEN FAMILY TRUST | D | Control |
| CARLSON, NEAL, DAVID | I | KEEN FAMILY TRUST | D | Control |
| CARLSON, NEAL, DAVID | I | KEEN FAMILY TRUST | D | Control |
| CARLSON, NEAL, DAVID | I | KEEN FAMILY TRUST | D | Control |
| CARLSON, NEAL, DAVID | I | KEEN INTERESTS LLC | D | Control |
| CARLSON, NEAL, DAVID | I | KEEN FAMILY TRUST | D | Control |
| CARLSON, NEAL, DAVID | I | KEEN FAMILY TRUST | D | Control |
| CARLSON, NEAL, DAVID | I | KEEN INTERESTS LLC | D | Control |
Registrations
Federal
IA
Mar 28, 2025 REGISTERED
Notice Filings (1)
TX
Address
825 TOWN & COUNTRY LN.12TH FL.
HOUSTON, TX 77024
United States
Phone: 713-510-3510