DH
David R. Hoffman
FORTHRIGHT CAPITAL ADVISORY
Goodyear, AZ
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CRD#: 7853147
DH
Professional summary
David Russell Hoffman is a registered financial advisor currently at FORTHRIGHT CAPITAL ADVISORY located in Goodyear, Arizona.
David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. David has worked at 2 firms and has passed the Series 65 exam.
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.
Forthright Capital Partners, LLC, investment related, 7251 W Lake Mead Blvd, Ste 300, Las Vegas, NV 89128, Insurance Agency, Insurance Agent, Start Date 03/2025, 80 hours per month and 60 during securities trading hours, Solicitation of individual life insurance and fixed annuity products to consumers. United American Mortgage CO; No; 3198 F Airport Loop Dr Costa Mesa, California, 92626; Mortgage Origination; Mortgage Advisor; Mortgage Advisor; Thursday, February 1, 2024; 80 hours per month and 40 during securities trading hours; As a mortgage loan officer, I help individuals secure financing for their real estate needs, whether it's purchasing a new home or refinancing an existing one. Scottsdale 2051, LLC; No; 14318 W Coronado Rd Goodyear, Arizona, 85395; Rental property; Co-owner; Owner; Tuesday, October 1, 2024; 2 hours per month and 0 during securities trading hours; I bought a rental property and have a long-term tenant currently residing. I also use a property management company to assist, I don't need to devote much time to this business.
CRS (Client Relationship Summary) - RIA
Click below to view David Russell Hoffman's 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®
NoneExperience
Current
April 8, 2025 - Present
FORTHRIGHT CAPITAL ADVISORY
RIA
CRD#: 323596
Goodyear, AZ
Past
January 24, 2024 - March 27, 2025
LIFETIME FINANCIAL, INC.
RIA
CRD#: 161124
Goodyear, AZ
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".
FC
FORTHRIGHT CAPITAL ADVISORY
BERKOWITZ CAPITAL LLC | TEACHERS' PATH FINANCIAL PLANNING | SMITH'S WEALTH MANAGEMENT | ROWDEN FINANCIAL | RETIRE LAB LLC | PIRSOS INVESTMENT ADVISORY | FORTHRIGHT CAPITAL ADVISORY LLC | FORTHRIGHT CAPITAL ADVISORY
CRD#: 323596 / SEC#: 801-128191
RIA
Registered Investment Advisory firm - (7/25/2023 Approved)Nevada
Registered Investment Advisory firm - (9/29/2023 Terminated)Ohio
Registered Investment Advisory firm - (9/14/2023 Terminated)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
Arizona(4/8/2025)
Current Firm
FC
FORTHRIGHT CAPITAL ADVISORY
BERKOWITZ CAPITAL LLC | TEACHERS' PATH FINANCIAL PLANNING | SMITH'S WEALTH MANAGEMENT | ROWDEN FINANCIAL | RETIRE LAB LLC | PIRSOS INVESTMENT ADVISORY | FORTHRIGHT CAPITAL ADVISORY LLC | FORTHRIGHT CAPITAL ADVISORY
CRD#: 323596 / SEC#: 801-128191
RIA
Registered Investment Advisory firm - (7/25/2023 Approved)Nevada
Registered Investment Advisory firm - (9/29/2023 Terminated)Ohio
Registered Investment Advisory firm - (9/14/2023 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
7251 W Lake Mead Blvd, Ste 300, Las Vegas, NV 89128
Mailing Address
Phone number
(725) 712-3016
Established
Firm type
Fiscal year end
# of Employees
28
SEC notice filing (27 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 882 |
| AUM (Assets Under Management) | $ 64,985,533 |
Red Flags
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