FORGE FINANCIAL SERVICES, LLC
Legal name: FORGE FINANCIAL
CRD #306480 SEC #801-117938 EDMOND, OK 405-340-1600
SEC Registered
Total AUM
$1.2B
Discretionary
$1.2B
Employees
14
Clients
--
Accounts
6,594
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $1.2B | $1.2B | $0 | 14 | 4,269 |
| Mar 2025 | $1.2B | $1.2B | $0 | 14 | 4,269 |
| Jun 2024 | $1B | $1B | $0 | 14 | 4,068 |
| Mar 2024 | $1B | $1B | $0 | 14 | 4,068 |
| Dec 2023 | $854M | $854M | $0 | 14 | 0 |
| Jun 2023 | $854M | $854M | $0 | 13 | 0 |
| Mar 2023 | $854M | $854M | $0 | 13 | 0 |
| Jan 2023 | $966.1M | $966.1M | $0 | 15 | 0 |
| Oct 2022 | $966.1M | $966.1M | $0 | 15 | 0 |
| Jun 2022 | $966.1M | $966.1M | $0 | 15 | 0 |
| Mar 2022 | $966.1M | $966.1M | $0 | 15 | 0 |
| Dec 2021 | $790.9M | $790.9M | $0 | 13 | 0 |
| Mar 2021 | $790.9M | $790.9M | $0 | 13 | 0 |
| Oct 2020 | $446.5M | $446.5M | $0 | 12 | 0 |
| Aug 2020 | $446.5M | $446.5M | $0 | 12 | 0 |
| Jun 2020 | $446.5M | $446.5M | $0 | 12 | 0 |
| May 2020 | $446.5M | $446.5M | $0 | 12 | 0 |
| Apr 2020 | $446.5M | $446.5M | $0 | 12 | 0 |
| Feb 2020 | $0 | $0 | $0 | 11 | 0 |
| Dec 2019 | $0 | $0 | $0 | 11 | 0 |
DateNov 2025
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees14
Clients4,269
DateMar 2025
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees14
Clients4,269
DateJun 2024
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees14
Clients4,068
DateMar 2024
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees14
Clients4,068
DateDec 2023
Total AUM$854M
Discretionary$854M
Non-Disc.$0
Employees14
Clients0
DateJun 2023
Total AUM$854M
Discretionary$854M
Non-Disc.$0
Employees13
Clients0
DateMar 2023
Total AUM$854M
Discretionary$854M
Non-Disc.$0
Employees13
Clients0
DateJan 2023
Total AUM$966.1M
Discretionary$966.1M
Non-Disc.$0
Employees15
Clients0
DateOct 2022
Total AUM$966.1M
Discretionary$966.1M
Non-Disc.$0
Employees15
Clients0
DateJun 2022
Total AUM$966.1M
Discretionary$966.1M
Non-Disc.$0
Employees15
Clients0
DateMar 2022
Total AUM$966.1M
Discretionary$966.1M
Non-Disc.$0
Employees15
Clients0
DateDec 2021
Total AUM$790.9M
Discretionary$790.9M
Non-Disc.$0
Employees13
Clients0
DateMar 2021
Total AUM$790.9M
Discretionary$790.9M
Non-Disc.$0
Employees13
Clients0
DateOct 2020
Total AUM$446.5M
Discretionary$446.5M
Non-Disc.$0
Employees12
Clients0
DateAug 2020
Total AUM$446.5M
Discretionary$446.5M
Non-Disc.$0
Employees12
Clients0
DateJun 2020
Total AUM$446.5M
Discretionary$446.5M
Non-Disc.$0
Employees12
Clients0
DateMay 2020
Total AUM$446.5M
Discretionary$446.5M
Non-Disc.$0
Employees12
Clients0
DateApr 2020
Total AUM$446.5M
Discretionary$446.5M
Non-Disc.$0
Employees12
Clients0
DateFeb 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees11
Clients0
DateDec 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees11
Clients0