Kailey Ann Miles

Investment adviser representative at Forge Financial

11 yearsExperience

2 statesRegistered in

$1.5BFirm assets

6 yearsFirm in business

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From SEC records

Fee types in the public filing. This advisor may not use all of them.

Percentage of assets

These describe the firm as a whole, not only this advisor.

11 years in the industry.

Registered as an investment adviser representative in 2 states (OK, TX).

Legal name: Forge Financial Services, LLC

$1.5BAssets managed

4,683Clients

15Advisers

6 yearsIn business

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.