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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Oklahoma
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Nov 20, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BURLESON, JAMES, D | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BURLESON, JAMES, D | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BURLESON, JAMES, D | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BURLESON, JAMES, D | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BURLESON, JAMES, D | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BURLESON, JAMES, D | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BURLESON, JAMES, D | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BURLESON, JAMES, D | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BURLESON, JAMES, D | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BURLESON, JAMES, D | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BURLESON, JAMES, D | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BURLESON, JAMES, D | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BURLESON, JAMES, D | I | CHIEF COMPLIANCE OFFICER / CHIEF FINANCIAL OFFICER | NA | Control |
| BURLESON, JAMES, D | I | CHIEF COMPLIANCE OFFICER / CHIEF FINANCIAL OFFICER | NA | Control |
| BURLESON, JAMES, D | I | CHIEF COMPLIANCE OFFICER / CHIEF FINANCIAL OFFICER | NA | Control |
| BURLESON, JAMES, D | I | CHIEF COMPLIANCE OFFICER / CHIEF FINANCIAL OFFICER | NA | Control |
| BURLESON, JAMES, D | I | CHIEF COMPLIANCE OFFICER / CHIEF FINANCIAL OFFICER | NA | Control |
| BURLESON, JAMES, D | I | CHIEF COMPLIANCE OFFICER / CHIEF FINANCIAL OFFICER | NA | Control |
| BURLESON, JAMES, D | I | CHIEF COMPLIANCE OFFICER / CHIEF FINANCIAL OFFICER | NA | Control |
| BURLESON, JAMES, D | I | CHIEF COMPLIANCE OFFICER / CHIEF FINANCIAL OFFICER | NA | Control |
| BURLESON, JAMES, D | I | CHIEF COMPLIANCE OFFICER / CHIEF FINANCIAL OFFICER | NA | Control |
| DOTSON, JOHN, BARRY | I | CHIEF INVESTMENT OFFICER | NA | Control |
| DOTSON, JOHN, BARRY | I | CHIEF INVESTMENT OFFICER | NA | Control |
| DOTSON, JOHN, BARRY | I | CHIEF INVESTMENT OFFICER | NA | Control |
| DOTSON, JOHN, BARRY | I | CHIEF INVESTMENT OFFICER | NA | Control |
| DOTSON, JOHN, BARRY | I | CHIEF INVESTMENT OFFICER | NA | Control |
| DOTSON, JOHN, BARRY | I | CHIEF INVESTMENT OFFICER | NA | Control |
| DOTSON, JOHN, BARRY | I | CHIEF INVESTMENT OFFICER | NA | Control |
| DOTSON, JOHN, BARRY | I | CHIEF INVESTMENT OFFICER | NA | Control |
| HUGHES, CHRISTIE, JO | I | VICE PRESIDENT | NA | |
| HUGHES, CHRISTIE, JO | I | VICE PRESIDENT | NA | |
| HUGHES, CHRISTIE, JO | I | VICE PRESIDENT | NA | |
| HUGHES, CHRISTIE, JO | I | VICE PRESIDENT | NA | |
| MOORE, DONNA, KAY | I | CHIEF OPERATIONS OFFICER | NA | Control |
| MOORE, DONNA, KAY | I | CHIEF OPERATIONS OFFICER | NA | Control |
| MOORE, DONNA, KAY | I | CHIEF OPERATIONS OFFICER | NA | Control |
| MOORE, DONNA, KAY | I | CHIEF OPERATIONS OFFICER | NA | Control |
| MOORE, DONNA, KAY | I | CHIEF OPERATIONS OFFICER | NA | Control |
| MOORE, DONNA, KAY | I | CHIEF OPERATIONS OFFICER | NA | Control |
| SHAW, CHARLOTTE, NANETTE | I | CHIEF EXECUTIVE OFFICER | E | Control |
| SHAW, CHARLOTTE, NANETTE | I | CHIEF EXECUTIVE OFFICER | E | Control |
| SHAW, CHARLOTTE, NANETTE | I | CHIEF EXECUTIVE OFFICER | E | Control |
| SHAW, CHARLOTTE, NANETTE | I | CHIEF EXECUTIVE OFFICER | E | Control |
| SHAW, CHARLOTTE, NANETTE | I | CHIEF EXECUTIVE OFFICER | E | Control |
| SHAW, CHARLOTTE, NANETTE | I | CHIEF EXECUTIVE OFFICER | E | Control |
| SHAW, CHARLOTTE, NANETTE | I | CHIEF EXECUTIVE OFFICER | E | Control |
| SHAW, CHARLOTTE, NANETTE | I | CHIEF EXECUTIVE OFFICER | E | Control |
| SHAW, CHARLOTTE, NANETTE | I | CHIEF EXECUTIVE OFFICER | E | Control |
| SHAW, CHARLOTTE, NANETTE | I | CHIEF EXECUTIVE OFFICER | D | Control |
| SHAW, CHARLOTTE, NANETTE | I | CHIEF EXECUTIVE OFFICER | D | Control |
| SHAW, CHARLOTTE, NANETTE | I | CHIEF EXECUTIVE OFFICER | D | Control |
| SHAW, CHARLOTTE, NANETTE | I | CHIEF EXECUTIVE OFFICER | D | Control |
| SHAW, CHARLOTTE, NANETTE | I | CHIEF EXECUTIVE OFFICER | D | Control |
| SHAW, CHARLOTTE, NANETTE | I | CHIEF EXECUTIVE OFFICER | D | Control |
| SHAW, CHARLOTTE, NANETTE | I | CHIEF EXECUTIVE OFFICER | D | Control |
| SHAW, CHARLOTTE, NANETTE | I | CHIEF EXECUTIVE OFFICER | D | Control |
| SHAW, CHARLOTTE, NANETTE | I | CHIEF EXECUTIVE OFFICER | D | Control |
| SHAW, CHARLOTTE, NANETTE | I | CHIEF EXECUTIVE OFFICER | D | Control |
| SHAW, CHARLOTTE, NANETTE | I | CHIEF EXECUTIVE OFFICER | D | Control |
| SHAW, CHARLOTTE, NANETTE | I | CHIEF EXECUTIVE OFFICER | D | Control |
| SHAW, GARY, ALAN | I | CHIEF FINANCIAL OFFICER | D | Control |
| SHAW, GARY, ALAN | I | CHIEF FINANCIAL OFFICER | D | Control |
| SHAW, GARY, ALAN | I | CHIEF FINANCIAL OFFICER | D | Control |
| SHAW, GARY, ALAN | I | CHIEF FINANCIAL OFFICER | D | Control |
| SHAW, GARY, ALAN | I | CHIEF FINANCIAL OFFICER | D | Control |
| SHAW, GARY, ALAN | I | CHIEF FINANCIAL OFFICER | D | Control |
| SHAW, GARY, ALAN | I | CHIEF FINANCIAL OFFICER | D | Control |
| SHAW, GARY, ALAN | I | CHIEF FINANCIAL OFFICER | D | Control |
| SHAW, GARY, ALAN | I | CHIEF FINANCIAL OFFICER | D | Control |
| SHAW, GARY, ALAN | I | CHIEF FINANCIAL OFFICER | D | Control |
| SHAW, GARY, ALAN | I | CHIEF FINANCIAL OFFICER | D | Control |
| SHAW, GARY, ALAN | I | CHIEF FINANCIAL OFFICER | D | Control |
Registrations
Federal
IA
Nov 20, 2025 REGISTERED
Notice Filings (21)
AR AZ CA CO FL GA IA IL IN KS LA MO NE NH NM OH OK TN TX VA WA
Address
2901 SOUTH BRYANT AVENUEEDMOND, OK 73013
United States
Phone: 405-340-1600