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Member · Forest Capital

Dimitri Triantafyllides

CRD 1977283 · Named on Form ADV at one SEC-registered adviser

At a glance

Forest Capital, an SEC-registered wealth manager based in Charlotte, NC with $143 million in regulatory assets, lists Dimitri Triantafyllides on its Form ADV as Member, a control person.

Firms and roles

  • Forest CapitalMemberWealth manager · Charlotte, NC · $143M in regulatory assets

AtlasMembers

Dimitri’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Dimitri’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.