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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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Aft, Forsyth and Company offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Aft, Forsyth and Company use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Aft, Forsyth and Company have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Aft, Forsyth and Company invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Aft, Forsyth and Company?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Aft, Forsyth and Company get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is Aft, Forsyth and Company registered with the SEC?","answer":"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","sourceRef":{"doc":"adv1","section":"identity"}},{"question":"How do I contact Aft, Forsyth and Company?","answer":"Aft, Forsyth and Company’s main office is at 4171 Main Street, Jupiter, FL 33458. 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