Jamie Tulip
Forth Capital · Edinburgh, Texas
Jamie Tulip is a fee-only financial advisor at Forth Capital in Edinburgh, Texas. Jamie focuses on cross-border (US / Canada), pension planning and estate & legacy planning. Forth Capital reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Cross-border families
Facts
| Firm | Forth Capital |
|---|---|
| Based in | Edinburgh, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $19.5M across 40 accounts |
| SEC registration | Investment adviser representative in CA, TX · CRD 7625991 |
| Exams passed | Series 65 (2022) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.forthcapital.com/us |
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Questions about Jamie
Is Jamie Tulip a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jamie holds no broker registration, and Forth Capital reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jamie charge for financial advice?
Jamie's firm, Forth Capital, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Jamie Tulip based?
Jamie Tulip is based in Edinburgh, Texas.
What does Jamie specialize in?
Jamie's specialties include cross-border (US / Canada), pension planning and estate & legacy planning. Jamie works with cross-border families.
Is Jamie Tulip registered with the SEC?
Yes. Jamie Tulip is registered as an investment adviser representative in CA and TX (CRD 7625991), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Forth Capital manage?
Forth Capital reports $19.5M across 40 accounts in assets under management.
How do I contact Jamie Tulip?
Through Jamie's website, www.forthcapital.com/us.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Forth Capital website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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