Forest Hill Capital, LLC
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Overview
Forest Hill Capital, LLC is a financial advisory firm located in Little Rock, Arkansas. The company oversees $296.7 million in total assets throughout seven accounts, placing it in the mid-tier of financial advisory firms in the United States by assets under management (AUM). The company has a small group, including 4 financial advisors. Forest Hill Capital, LLC does not act as a registered broker-dealer, meaning the company cannot buy and sell securities for its accounts and those of its customers and instead has to go through a broker-dealer company to do so. Securities are exchangable fiscal investments such as bonds, stocks and options.
Forest Hill Capital, LLC manages all of the firm's client assets on a discretionary basis. Discretionary management means that transaction judgments are made by a portfolio manager without needing to seek the customer's consent. The advisory firm's average account size is $42.4 million. The average advisor at Forest Hill Capital, LLC administers around two client accounts, placing it among the most personalized financial advisor firms in the country.
Forest Hill Capital, LLC's central office is at 100 River Bluff Drive, Little Rock, Arkansas 72202. It is permitted to provide services to customers in the state of Arkansas.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Forest Hill Capital, LLC by the Numbers
$296.7 million
4
7
$42.4 million
Fee Structure
Financial management fees largely are based on which service is provided. Fee types charged by the firm can include some combination of the following fee types: asset-based or performance-based. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by Forest Hill Capital, LLC.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The company provides services to high net worth investors and pooled investment vehicles. Out of its seven clients, Forest Hill Capital, LLC's biggest client type by number of accounts is high net worth investors, though it also serves four high-net-worth individuals. A high-net-worth individual is defined by the SEC as a person who has at least $750,000 in AUM or a net worth of at least $1.50 million or who counts as a "qualified purchaser" (a standard met by having at least $5 million in investments). None of its accounts are non-U.S. persons.
- High-Net-Worth Individuals* - 57.14%
- Other Individuals - 0%
- Corporations - 42.86%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Forest Hill Capital, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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