Aft, Forsyth and Company provides portfolio management for individuals and small businesses.
Aft, Forsyth and Company reports 71 clients. They include 40 high-net-worth individuals and 31 individual clients. Of its assets, 100.0% ($259M across 176 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 44% | 4% |
| High-net-worth individuals | 56% | 96% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 31 | $11.6M | 4.5% | $375K |
| High-net-worth individuals | 40 | $247M | 95.5% | $6.17M |
| Total | 71 | $259M | 100% | $3.64M |
- Clients
- 31
- Regulatory AUM
- $11.6M
- AUM share
- 4.5%
- Avg. per client
- $375K
- Clients
- 40
- Regulatory AUM
- $247M
- AUM share
- 95.5%
- Avg. per client
- $6.17M
Total
- Clients
- 71
- Regulatory AUM
- $259M
- AUM share
- 100%
- Avg. per client
- $3.64M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
Aft, Forsyth and Company is paid through a percentage of assets under management. The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure.
Larry Aft owns 75% or more of Aft, Forsyth and Company. The leadership team of Aft, Forsyth and Company includes President Larry Aft. It has 2 employees, 1 of them in advisory roles.
Leadership
- Larry AftPresident/Chief Compliance Officer
Investment adviser representatives
2 representatives listed in the SEC register as of 9 October 2026.
- Larry Norman Aft
- Charles Townsend Sober JR
Staff
- 2 employees
- 1 in advisory functions
- 1 state-registered rep
- Owns 75% or more of Aft, Forsyth and Company, Inc.
Larry Aft
Control person · since September 2005
Aft, Forsyth and Company’s regulatory assets grew from $198M (March 2021) to $259M (May 2026); clients fell from 97 to 71 and employees were 2 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| May 2026 | $259M | 71 | 2 | 1 |
| March 2025 | $233M | 71 | 1 | 1 |
| March 2024 | $185M | 95 | 2 | 1 |
| March 2023 | $148M | 103 | 2 | 1 |
| March 2022 | $222M | 104 | 2 | 1 |
| March 2021 | $198M | 97 | 2 | 1 |
Besides its headquarters, Aft, Forsyth and Company has 0 offices, with 1 listed address in Florida.
Florida · 1 listed address
- 4171 Main Street, JupiterHQ
Contact and registration details
- Legal name
- Aft, Forsyth and Company, Inc.
- Headquarters
- 4171 Main Street, Jupiter, FL 33458
- Website
- Not reported
- Phone
- 561-296-6680
- SEC file
- 801-64757
- Founded
- 2005
- Structure
- Florida corporation
- Fiscal year end
- December
Aft, Forsyth and Company uses Charles Schwab ($259M) as custodian for its separately managed accounts. Aft, Forsyth and Company does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $259M100%
At year end, Aft, Forsyth and Company’s separately managed accounts were mostly in stocks (74%) and funds (22%). Its reported 13F holdings for the quarter ended 30 June 2026 total $208M across 108 positions; the largest are Nvidia Corporation (24.6%), Apple Inc. (5.1%) and iShares TR (4.1%).
What the accounts hold
- Stocks74%
- Funds22%
- Bonds4%
Reported 13F holdings
- $208M
- Reported 13F value
- 108
- Positions
- 54.0%
- In the 10 largest
- −2.1%
- Value vs. prior quarter
- Nvidia Corporation24.6%
- Apple Inc.5.1%
- iShares TR · Expnd Tec SC ETF4.1%
- Eli Lilly & CO3.8%
- Amazon Com Inc.3.2%
- Microsoft Corp.3.1%
- Alphabet Inc. · Cap Stk CL A2.9%
- Visa Inc. · Com CL A2.7%
- ARM Holdings PLC · Sponsored ADS2.4%
- Palo Alto Networks Inc.2.2%
Together, the ten largest are 54.0% of reported value.
How many clients does Aft, Forsyth and Company have?
Aft, Forsyth and Company has 71 clients and manages $259 million for them, as of May 2026. They include 40 high-net-worth individuals and 31 individual clients.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 15 May 2026
What services does Aft, Forsyth and Company offer?
Aft, Forsyth and Company provides portfolio management for individuals and small businesses.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Aft, Forsyth and Company use?
Aft, Forsyth and Company’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $259M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 15 May 2026
How many financial advisors does Aft, Forsyth and Company have?
Aft, Forsyth and Company has 1 investment adviser representative registered with state securities authorities, out of 2 employees, and 1 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Aft, Forsyth and Company invest in?
At the end of its last fiscal year, Aft, Forsyth and Company’s separately managed accounts held 74% non-exchange-traded equities, 22% registered funds (mutual funds, ETFs, BDCs) and 4% U.S. government and agency bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Aft, Forsyth and Company?
Aft, Forsyth and Company’s direct owner is Larry Aft (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 15 May 2026
How does Aft, Forsyth and Company get paid?
Aft, Forsyth and Company is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Aft, Forsyth and Company registered with the SEC?
Yes, Aft, Forsyth and Company has been registered with the SEC as an investment adviser since 29 September 2005. Its CRD number is 137404 and its SEC file number is 801-64757.
Source: Form ADV Part 1A, Item 1, filed 15 May 2026; IAPD firm record
How do I contact Aft, Forsyth and Company?
Aft, Forsyth and Company’s main office is at 4171 Main Street, Jupiter, FL 33458. Its phone number is 561-296-6680.