Nicola Barton
Forth Capital · Houston, Texas
Nicola Barton is a fee-only financial advisor at Forth Capital in Houston, Texas. Nicola 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.
Request an introduction to Nicola →
Specialties
Who they serve
- Cross-border families
Facts
| Firm | Forth Capital |
|---|---|
| Based in | Houston, 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 7877896 |
| Exams passed | Series 65 (2024) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.forthcapital.com/us |
| Profile |
Request an introduction to Nicola
Tell Nicola a little about what you're looking for. Nicola 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 Nicola
Is Nicola Barton a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Nicola 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 Nicola charge for financial advice?
Nicola's firm, Forth Capital, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Nicola Barton based?
Nicola Barton is based in Houston, Texas.
What does Nicola specialize in?
Nicola's specialties include cross-border (US / Canada), pension planning and estate & legacy planning. Nicola works with cross-border families.
Is Nicola Barton registered with the SEC?
Yes. Nicola Barton is registered as an investment adviser representative in CA and TX (CRD 7877896), 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 Nicola Barton?
Through Nicola'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.
See something wrong? Request a correction. Read our methodology.