Travis
Johnson

Forest Capital Management, LLC

CRD#7502090
Investment Advisor
in Chicago, IL

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About this Advisor

Travis Johnson is a financial advisor based in Chicago, Illinois, working with Forest Capital Management, LLC. Travis has previously held positions at Hub International, Forest Capital Management, Lake Forest College, Hodges & Heathman Properties LLC, and Abercrombie & Fitch. Travis has passed the Series 65 regulatory exam and is registered to provide services in Illinois. Currently, Travis is part of Forest Capital Management, LLC, which operates out of Chicago, Illinois. The firm has 3 offices and 10 employees. The firm manages assets totaling $2.0 billion. The services offered by the firm include portfolio management for institutional clients, pension consulting services, and educational seminars. The fee structure at Forest Capital Management, LLC includes asset-based and fixed fees.

Certifications and Registrations

Series 65

Services Offered

Portfolio management for businesses or institutional clients, Pension consulting services, Educational seminars/workshops

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

448 N. Lasalle 9Th Floor
Chicago, IL 60654

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Forest Capital Management, LLC Brokerage Details

Total Assets Under Management

$2,030,144,168

IL Average: $1,855,561,029
Total Number of Employees

10

IL Average: 62
Total Number of Accounts

102

IL Average: 2,474
Average Account Size

$19,903,374

IL Average: $750,025

Investment Advisory Services

  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Educational seminars/workshops

Travis Johnson Work History

2022 - Present (3 years)

Forest Capital Management

2016 - 2021 (5 years)

Hub International

2015 - 2016 (1 year)

Lake Forest College

2014 - 2016 (2 years)

Abercrombie & Fitch

2013 - 2016 (3 years)

Hodges & Heathman Properties LLC

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Travis Johnson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Forest Capital Management, LLC

Harry Hughes
Hoboken, NJ
Travis Johnson
Chicago, IL
Mallory Grove
Naples, FL
Scott Danes
Chicago, IL
Brian Jessen
Naples, FL

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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