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CD
ChFC
CD
ChFC

Christopher Devilleneuve

Forthright Capital Advisory
8 Years of Experience
1 DisclosureSells Insurance
View SEC Summary
View SEC Summary
Areas of Practice
Retirement PlanningFinancial Planning & CoachingTax PlanningEstate PlanningInsurance PlanningInvestment Management
Forthright Capital Advisory
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
22 advisors
Number of Clients
636 clients
Average Client Portfolio
$102K average
Assets Under Management
$65.0M

Fee Structure

AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $1.0M2.25%
$1.0M - $2.5M2.00%
$2.5M - $5.0M1.75%
$5.0M - $10.0M1.50%
$10M+1.50%

Fees negotiable for accounts over $10,000,001.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—

Location

7251 W Lake Mead Blvd, Ste 300, Las Vegas, NV, 89128

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Employment Separation After Allegations
July 2024
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Christopher is an insurance agent at Forthright Capital Partners, LLC, an insurance agency, since October 2024. He dedicates about half of his time to soliciting individual life insurance and fixed annuity products.

Employment History
Current Registrations
Forthright Capital Advisory
October 2024 - Present · 1 yr 4 mos
Previous Registrations
Nylife Securities LLCBroker
December 2016 - August 2024 · 7 yrs 8 mos
State Registrations1 state
PA
Advisor
Exams
No exam information available for this advisor.