Fee-only adviser · Jacksonville, FL
Forrest Investment Management, Inc.
Forrest Investment Management, Inc. is a fee-only investment adviser registered with the securities regulator of Florida, with its main office in Jacksonville, Florida. On its latest Form ADV, filed January 28, 2026, it reports $85M in regulatory assets under management, 18 individual clients and 1 employee who gives investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | State-registered: Florida |
|---|---|
| Firm CRD number | 141879 |
| Office | 6022 San Jose Blvd. Suite 301 Jacksonville, FL 32217 |
| Phone | (904) 903-5567 |
| Website | Not listed |
| Regulatory assets under management | $85M |
| Individual clients | 0 non-high-net-worth, 18 high-net-worth |
| Financial planning clients | Not reported |
| How it charges | Percentage of assets |
| Services | Portfolio management |
| Employees | 1 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | January 28, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It charges only as a percentage of the assets it manages. Ask about the fee schedule and any account minimum, which Form ADV Part 1 does not record.
- Most of its individual clients are high-net-worth, which on Form ADV means they meet the SEC’s qualified-client or qualified-purchaser test: broadly, more than $1 million managed by the adviser or a net worth above $2 million, with the thresholds indexed for inflation.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Jacksonville
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- Img Wealth Management, Inc. $210M
- Gryphon Wealth $3.2B
- Toams Financial $109M
- Trustwell Financial Advisors, LLC $261M
See all 30 fee-only advisers in Jacksonville →
Nearby
- Jacksonville Beach 7 firms
- Neptune Beach 1 firm
- Saint Johns 1 firm
- Ponte Vedra 3 firms
- Fleming Island 1 firm
- Ponte Vedra Beach 16 firms
- Fernandina Beach 1 firm
- Green Cove Springs 1 firm
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