Thomas Tracy
Forth Capital · Edinburgh, Texas
Thomas Tracy is a fee-only financial advisor at Forth Capital in Edinburgh, Texas. Thomas 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 Thomas →
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 7640634 |
| Exams passed | Series 65 (2023) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.forthcapital.com/us |
Request an introduction to Thomas
Tell Thomas a little about what you're looking for. Thomas 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 Thomas
Is Thomas Tracy a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Thomas 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 Thomas charge for financial advice?
Thomas's firm, Forth Capital, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Thomas Tracy based?
Thomas Tracy is based in Edinburgh, Texas.
What does Thomas specialize in?
Thomas's specialties include cross-border (US / Canada), pension planning and estate & legacy planning. Thomas works with cross-border families.
Is Thomas Tracy registered with the SEC?
Yes. Thomas Tracy is registered as an investment adviser representative in CA and TX (CRD 7640634), 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 Thomas Tracy?
Through Thomas'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.