Forcastix LLC (Austin)


Forcastix LLC is an internet adviser based in Austin. It manages $145 thousand of regulatory assets for 4 client accounts. It has been registered with the SEC as an adviser since 2012.

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Forcastix provides portfolio management for individuals and small businesses and internet-based investment services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Forcastix: assets under management

The assets under management (AUM) of Forcastix LLC is $145 thousand, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.


The firm manages $145 thousand in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $36.25 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Forcastix LLC for their services and products based on a percentage of assets under management, subscription fees, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Austin

The principal office where Forcastix LLC performs its advisory services is located at 103 E 5 Th St, Austin, TX 78701, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 5124730800. The normal business hours are 9 am - 5 pm on Monday - Friday. You can find more information about the New York firm at forcastix.com.