Stephen Quentin glenn Mehr
Investment adviser representative at Forthright Capital
13 yearsExperience
1 stateRegistered in
$107.7MFirm assets
3 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
13 years in the industry.
- Forthright CapitalJul 2026 to now
- Forthright Capital AdvisoryJul 2026 to now
- Voice LessonsJun 2013 to now
- Secure Investment ManagementMay 2025 to Jun 2026
- Brookstone Capital ManagementMay 2022 to May 2025
- Jd Mellberg FinancialJun 2021 to Feb 2024
- MassmutualJul 2019 to Jun 2021
- Dillard'sJan 2019 to Jun 2019
- Papa JohnsSep 2018 to Jun 2019
- Physicians MutualOct 2014 to Sep 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2013
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (AZ).
Forthright Capital
Legal name: Forthright Capital Advisory LLC
$107.7MAssets managed
987Clients
19Advisers
3 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6166445
- Firm CRD
- 323596