Kimberly Forrest
Bokeh Capital Partners · Pittsburgh, Pennsylvania
Kimberly Forrest is a fee-only financial advisor at Bokeh Capital Partners in Pittsburgh, Pennsylvania. Bokeh Capital Partners reports charging a percentage of assets on its Form ADV.
Request an introduction to Kimberly →
Facts
| Firm | Bokeh Capital Partners |
|---|---|
| Based in | Pittsburgh, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $22.8M across 74 accounts |
| SEC registration | Investment adviser representative in PA · CRD 4143903 |
| Exams passed | Series 65 (2019) · Series 66 (2000) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.bokehcapitalpartners.com |
| Profile |
How Kimberly's firm compares
- Bokeh Capital Partners's average account is about $308,000, from its Form ADV (assets managed divided by 74 accounts).
Request an introduction to Kimberly
Tell Kimberly a little about what you're looking for. Kimberly isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Kimberly
Is Kimberly Forrest a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Kimberly holds no broker registration, and Bokeh Capital Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Kimberly charge for financial advice?
Kimberly's firm, Bokeh Capital Partners, reports charging a percentage of assets on its SEC Form ADV.
Where is Kimberly Forrest based?
Kimberly Forrest is based in Pittsburgh, Pennsylvania.
Is Kimberly Forrest registered with the SEC?
Yes. Kimberly Forrest is registered as an investment adviser representative in PA (CRD 4143903), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Bokeh Capital Partners manage?
Bokeh Capital Partners reports $22.8M across 74 accounts in assets under management.
How do I contact Kimberly Forrest?
Through Kimberly's website, www.bokehcapitalpartners.com.
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
- 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.
See something wrong? Request a correction. Read our methodology.