Niamh Aitken
Forth Capital · Edinburgh, Texas
Niamh Aitken is a fee-only financial advisor at Forth Capital in Edinburgh, Texas. Niamh 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 7922650 |
| Exams passed | Series 65 (2024) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.forthcapital.com/us |
| Profile |
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Questions about Niamh
Is Niamh Aitken a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Niamh 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 Niamh charge for financial advice?
Niamh's firm, Forth Capital, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Niamh Aitken based?
Niamh Aitken is based in Edinburgh, Texas.
What does Niamh specialize in?
Niamh's specialties include cross-border (US / Canada), pension planning and estate & legacy planning. Niamh works with cross-border families.
Is Niamh Aitken registered with the SEC?
Yes. Niamh Aitken is registered as an investment adviser representative in CA and TX (CRD 7922650), 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 Niamh Aitken?
Through Niamh'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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