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FOREST HILL INVESTMENT ADVISORS

Business and Investment Profile

The FOREST HILL INVESTMENT ADVISORS is a privately held investment adviser that advises $16mn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. FOREST HILL INVESTMENT ADVISORS is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets remained the same over the last few years.

Regulatory Profile

The Group has been registered with the SEC for 2.96 years and is comprised of 1 filing and 0 relying advisers. They operate out of 3 office locations Out of Private Residence. The Group has been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.

Employee Profile

They have 2 employees comprised of 2 investment and 0 non-investment staff. The total number of Employees remained the same over the last few years.

Asset Profile

Their $16mn in assets advised are owned by 0 private funds, 0 public funds and BDCs and 0 other accounts. Assets of High Net Worth Individuals clients total $16mn or 100% of Total Assets.

Investment Strategy Profile

The Group's top investment strategies include , representing of total assets, respectively.

Client Profile

They advise 1 types of clients, top clients are High Net Worth Individuals.

Service Provider Profile

The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.

Fee Profile

The Group discloses management fees and performance-based fees.

Sub-Advisers

FOREST HILL INVESTMENT ADVISORS names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.

Full profile: FOREST HILL INVESTMENT ADVISORS

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Generated 2026-09-12T06:54:30.2654996.  © 2026 Convergence.