David R. Forshew

ADVANCE CAPITAL MANAGEMENT

Independence, OH 44131

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CRD#: 4398850

Professional summary

David R Forshew is a registered financial advisor currently at ADVANCE CAPITAL MANAGEMENT INC located in Independence, Ohio.

David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. David has worked at 5 firms and has passed the Series 63 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David R Forshew's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

July 29, 2016 - Present

ADVANCE CAPITAL MANAGEMENT INC

Office #1: Crowne Centre 5005 Rockside Road, Suite 860, Independence, OH 44131

RIA

CRD#: 110767

Independence, OH

Past

February 13, 2009 - June 10, 2016

CORNERSTONE CAPITAL ADVISORS

RIA

CRD#: 107230

UNIONTOWN, OH

Past

October 31, 2008 - January 26, 2009

NATCITY INVESTMENTS, INC.

CRD#: 17490

AKRON, OH

Past

September 5, 2001 - January 1, 2002

ROBERT W. BAIRD & CO. INCORPORATED

CRD#: 8158

MILWAUKEE, WI

Past

September 5, 2001 - July 8, 2008

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

CRD#: 2881

AKRON, OH

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

ADVANCE CAPITAL MANAGEMENT INC

CRD#: 110767 / SEC#: 801-28092

RIA

Registered Investment Advisory firm - (10/9/1986 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Ohio
(7/29/2016)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 10/12/2005

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6

Date: 9/4/2001

Investment Company Products/Variable Contracts Representative Examination

Current Firm

ADVANCE CAPITAL MANAGEMENT INC

CRD#: 110767 / SEC#: 801-28092

RIA

Registered Investment Advisory firm - (10/9/1986 Approved)

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Contact information

Main Address

One Towne Square Suite 444, Southfield, MI 48076

Mailing Address

Phone number

(248) 350-8543

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (39 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV BROCHURE (9/29/2025)

Regulatory assets under management

Total Number of Accounts	14,365
AUM (Assets Under Management)	$ 4,504,447,556

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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David R. Forshew

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David R Forshew's CRS (Customer Relationship Summary).

Certified licenses

Experience

ADVANCE CAPITAL MANAGEMENT INC

CORNERSTONE CAPITAL ADVISORS

NATCITY INVESTMENTS, INC.

ROBERT W. BAIRD & CO. INCORPORATED

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

Primary Firm SEC Registration

ADVANCE CAPITAL MANAGEMENT INC

State Registrations and Notice Filings

Exams

Series 63

Date: 10/12/2005

Series 6

Date: 9/4/2001

Current Firm

ADVANCE CAPITAL MANAGEMENT INC

Contact information

SEC notice filing (39 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ADVANCE CAPITAL MANAGEMENT INC

TRUST BUT VERIFY

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