Forest Hill Financial Advisory Group LLC

Forest Hill Financial Advisory Group provides discretionary portfolio management and standalone financial planning and consulting for individuals, high‑net‑worth clients, trusts, pension plans and business entities. Services described in the brochure include tailored portfolios of stocks, bonds, ETFs, mutual funds and privately offered securities, plus planning work that can cover retirement, estate, tax planning, real estate analysis and cost segregation; the firm requires a $250,000 minimum for its asset management service.

The firm says it employs both fundamental and technical analysis and uses a range of strategies from long‑term buy‑and‑hold to short‑term trading and active rebalancing. It also uses options and other derivatives in separately managed accounts — including covered‑call writing to generate income — and manages client accounts on a discretionary basis with ongoing monitoring.

Distinctive features called out in the brochure include a relatively small client base alongside roughly $20.2 million in regulatory assets under management and a recent custodial transition: all client assets were moved from Pershing to Altruist LLC in November 2024, with the custodian providing execution and research services. The brochure also discloses a prior 2006 employment‑related regulatory matter involving the firm’s principal that the firm reports to clients and notes that several clients from that period remain under its management.