Data / Investment advisers / Florida / Aft, Forsyth and Company, Inc.
Aft, Forsyth and Company, Inc., Jupiter, FL: $259 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Aft, Forsyth and Company, Inc. is an SEC registered investment adviser with its main office in Jupiter, Florida and reports $259 million in regulatory assets under management in its Form ADV filed May 15, 2026. Its clients include high net worth individuals and individuals. It is paid through a percentage of assets under management.
The request: Watch Aft, Forsyth and Company, Inc. (CRD number 137404): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 137404
- SEC file number
- 801-64757
- SEC status
- Approved, effective September 29, 2005
- Main office
- 4171 Main Street, Jupiter, FL 33458
- Phone
- (561) 296-6680
- Regulatory AUM
- $258,578,067 in the Form ADV filed May 15, 2026
- Discretionary AUM
- $258,578,067
- Accounts
- 176
- Employees
- 2, of which 1 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- May 15, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 40 | $247 million |
| Individuals (other than high net worth individuals) | 31 | $11.6 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $258.6 million | March 31, 2026 |
| December 1, 2025 | $232.8 million | March 31, 2025 |
Other advisers in Jupiter
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Inlet Private Wealth, LLC | Jupiter | $608.1 million | Not listed | adviserinfo.sec.gov |
| Daher Capital Group, LLC | Jupiter | $490 million | Not listed | adviserinfo.sec.gov |
| Cayside Partners | Jupiter | $438 million | 1 | adviserinfo.sec.gov |
| Core Wealth Management, Inc. | Jupiter | $404.7 million | Not listed | adviserinfo.sec.gov |
| One + One Wealth Management, LLC | Jupiter | $383 million | Not listed | adviserinfo.sec.gov |
| Blackridge Asset Management, LLC | Jupiter | $216.7 million | Not listed | adviserinfo.sec.gov |
| Urs Advisory | Jupiter | $200.3 million | Not listed | adviserinfo.sec.gov |
| Lynett Capital Management, LLC | Jupiter | Not listed | 11 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Jupiter, FL
- Investment advisers in Florida
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Aft, Forsyth and Company, Inc. on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.