Forest Capital Management, Llc
- Regulatory AUM
- $3.8B
- Discretionary
- $1.5B
- Clients
- 118
- Avg AUM / client
- $31.8M
- Accounts
- 118
- Employees
- 11
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 27, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pension and profit sharing plans | 117 | $3.7B | 98.4% |
| State or municipal government entities | 1 | $59.2M | 1.58% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
People (8)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Gialamas, Nicholas, Thomas | Member | May 2014 (12y) | GP / trustee / elected manager of Mhjg Holdings Llc (indirect) | |
| Brian Carson Jessen | President | Jul 2015 (11y) | 10% – 25% | |
| Mallory Morgan Grove | Senior Vice President & Chief Compliance Officer | Apr 2018 (8y) | Less than 5% | |
| Murlas, Michael, Blake | Managing Member | May 2018 (8y) | 5% – 10% | |
| Scott Joseph Danes | Registered representative | Aug 2020 (6y) | ||
| Travis Johnson | Registered representative | Jul 2022 (4y) | ||
| Harry John Peter Hughes | Registered representative | Jun 2023 (3y) | ||
| Kathryn Bennett | Registered representative | Sep 2024 (2y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Mhjg Holdings Llc | Member | May 2014 | A | 75% or more |
Undisclosed: 0% – 10% 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.
Retirement plans served (26)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Museum Of Contemporary Art 403(b) Tax Deferred Annuity Plan | Museum Of Contemporary Art | 144 | $10.1M | 07/01/2024 |
| Eldridge Media Group 401(k) Plan | Eldridge Media Group, Llc | 0 | $0 | 01/01/2024 |
| Amount 401(k) Plan | Amount, Inc. | 139 | $28.4M | 01/01/2024 |
| Los Angeles Dodgers 401(k) Plan | Los Angeles Dodgers Llc | 586 | $51.2M | 01/01/2024 |
| Dental Associates 401(k) Plan | Dental Assoc. Family And Specialty Care | 848 | $85.6M | 01/01/2024 |
| Covenant Retirement Plan | Covenant Aviation Security, Llc | 2,404 | $108M | 01/01/2024 |
| Ig Us Holdings, Inc. 401(k) Plan | Ig Us Holdings, Inc. | 257 | $31.1M | 01/01/2024 |
| G Treasury Ss, Llc 401(k) Plan | G Treasury Ss, Llc | 162 | $22.2M | 01/01/2024 |
| Zing Health Holdings 401(k) Plan | Zing Health Holdings, Inc. | 213 | $7.2M | 01/01/2024 |
| Vocational Development Group, Llc 401(k) Profit Sharing Plan And Trust | Vocational Development Group, Llc Dba Inbloom Autism Services | 972 | $4.3M | 01/01/2024 |
| Hero Digital, Llc 401(k) Plan | Hero Digital, Llc | 593 | $34.7M | 01/01/2024 |
| Foodchain Id Group, Inc. 401 K Retirement Plan | Foodchain Id Group, Inc. | 209 | $18.9M | 01/01/2024 |
| Mindpath Health Retirement Plan | Community Psychiatry Management, Llc | 971 | $64.5M | 01/01/2024 |
| Vanee Foods 401(k) Plan | Vanee Foods Company | 271 | $24.2M | 01/01/2024 |
| Csa Service Solutions, Llc 401(k) Plan | Csa Service Solutions, Llc | 356 | $15.1M | 01/01/2024 |
| Pointclickcare Technologies Usa Corp. 401(k) Plan | Pointclickcare Technologies Usa Corp. | 1,062 | $94.0M | 01/01/2024 |
| Dailypay, Inc. 401(k) Retirement Plan | Dailypay, Inc. | 710 | $41.5M | 01/01/2024 |
| Union Partners I Llc 401(k) Saving Plan | Union Partners I Llc | 513 | $42.5M | 01/01/2024 |
| Wheels, Llc Retirement Savings Plan | Wheels, Llc | 1,976 | $270M | 01/01/2024 |
| Republic Odyssey 401(k) Plan | Odyssey Holdings Ltd. | 490 | $36.6M | 01/01/2024 |
| Bottleneck Management Restaurant Group 401(k) P/S Plan | Bottleneck Management Restaurant Group | 700 | $2.8M | 01/01/2024 |
| The Second City 401(k) Plan | The Second City, Inc. | 467 | $6.4M | 01/01/2024 |
| Remed Holdings, Llc And Affiliated Companies 401(k) Plan | Remed Holdings, Llc | 1,041 | $31.1M | 01/01/2024 |
| Alfasigma Usa, Inc. 401(k) Plan | Alfasigma Usa, Inc. | 179 | $28.2M | 01/01/2024 |
| Twg Twf Services 401(k) Retirement Plan | Twg Twf Services, Llc | 192 | $7.7M | 01/01/2024 |
Top 25 of 26 plans by assets.
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/27/2026 | 983 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
- • Fixed fees
Services
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Educational seminars/workshops
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 27, 2026.
View current Form ADV (SEC/IAPD) ↗