Mallory Morgan Grove
Investment adviser representative at Forest Capital Management, LLC
14 yearsExperience
1 stateRegistered in
$3.8BFirm assets
12 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
14 years in the industry.
- Forest Capital Management, LLCApr 2018 to now
- True Partners ConsultingSep 2012 to Mar 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 1 state (IL).
Forest Capital Management, LLC
$3.8BAssets managed
118Clients
6Advisers
12 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
- 6945850
- Firm CRD
- 171659