Brent Forrest & Associates, L.L.C.
- Regulatory AUM
- $657M
- Discretionary
- $657M
- Clients
- 446
- Avg AUM / client
- $1.5M
- Accounts
- 1,548
- Employees
- 9
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jul 24, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 385 | $122M | 18.6% |
| High net worth individuals | 52 | $528M | 80.3% |
| Pension and profit sharing plans | 4 | $2.5M | 0.38% |
| Charitable organizations | 2 | $2.5M | 0.38% |
| Other | 3 | $2.1M | 0.32% |
People (7)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Mckinley, Priscilla, Ann | President | Jan 2016 (11y) | 25% – 50% | |
| Anders Olsen Storvik | Partner/Client Advisor/Cco | Jan 2018 (9y) | 25% – 50% | |
| Esmond M Pabilona | Partner/Client Advisor | CFP | Mar 2019 (7y) | 25% – 50% |
| Taylor A Chamness | Registered representative | Mar 2022 (4y) | ||
| Thomas James Coy | Registered representative | Jul 2025 (1y) | ||
| Rachel Shayna Gurinsky | Registered representative | Oct 2025 (1y) | ||
| Elizabeth Ann Alamillo | Registered representative | May 2026 (0y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/11/2026 | 910 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Publication of periodicals or newsletters
- • Educational seminars/workshops
Custody
Reported custodians
- Charles Schwab & Co. $657M (100% of AUM) Jul 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 24, 2026.
View current Form ADV (SEC/IAPD) ↗