Benjamin Kaplan
Investment adviser representative at Forthright Capital
12 yearsExperience
2 statesRegistered 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
12 years in the industry.
- Forthright CapitalJul 2023 to now
- Forthright Capital AdvisoryJun 2023 to now
- Forthright Capital PartnersJun 2023 to now
- Aok TicketsMar 2016 to now
- First Command Advisory Services , IncJun 2021 to Jul 2023
- First Command Insurance Services , IncJun 2021 to Jul 2023
- First Command Brokerage Services, IncAug 2020 to Jul 2023
- Xero LtdMar 2014 to Jan 2018
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 2 states (HI, WA).
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
- 7287912
- Firm CRD
- 323596