Forrest
Hopper

Storehouse Financial LLC

CRD#4412308
Investment Advisor
in Fort Worth, TX

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About this Advisor

Forrest Hopper is a financial advisor based in Fort Worth, Texas, working with Storehouse Financial LLC. Forrest has previously held positions at Bbt Capital Management LLC, Options Clearing Corp, Capital Institutional Services, Inc, Storehouse Financial LLC, and Cabin Securities, Inc. Forrest has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in California, Louisiana, and Texas. Currently, Forrest is part of Storehouse Financial LLC, which operates out of Fort Worth, Texas. The firm has one office and four employees. The firm manages assets totaling $174.1 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Storehouse Financial LLC includes asset-based, hourly, and performance-based fees.

Certifications and Registrations

Series 65, Series 63

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Hourly Charges, Performance-based Fees

Office Location

3200 Riverfront Dr. Suite 204
Fort Worth, TX 76107

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Storehouse Financial LLC Brokerage Details

Total Assets Under Management

$174,057,891

TX Average: $3,042,739,679
Total Number of Employees

4

TX Average: 49
Total Number of Accounts

1,197

TX Average: 2,315
Average Account Size

$145,412

TX Average: $1,314,358

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Forrest Hopper Work History

2023 - Present (1 year)

Storehouse Financial LLC

2023 - Present (1 year)

Cabin Securities, Inc

2020 - 2023 (3 years)

Capital Institutional Services, Inc

2019 - 2020 (1 year)

Options Clearing Corp

2009 - 2018 (9 years)

Bbt Capital Management LLC

Disclosures

Please visit the SEC profile of Forrest Hopper 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 Storehouse Financial LLC

Laura Meyers
Fort Worth, TX
Carson Roye
Fort Worth, TX
Forrest Hopper
Fort Worth, TX
Adam Stone
Fort Worth, TX
David Stull
Fort Worth, TX
Stephen Stull
Fort Worth, TX

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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