Clients - Financial Services


Abshier Webb Donnelly & Baker, Inc., formed in 1999, is a Texas Corporation operating as an SEC registered broker dealer in fourteen states including Texas. In 2008, a Forte Group partner was engaged in financial operations capacities.
AME Capital Advisors provids practical business solutions and sound managerial advice specifically in the areas of; Corporate Finance; Structured Finance; Debt; Mergers & Acquisitions; Divestitures; Litigation / Risk Mitigation and Strategic Corporate Development.
  Aurora Financial Services, LLC, formed in 1997, is a Texas Limited Liability Company operating as an SEC registered broker dealer in eighteen states including Texas. Since 2002, a Forte Group partner has been engaged as CFO.
Crestmark Commercial Capital, formed in 1991 and a wholly owned subsidiary of Crestmark Bank, provides working capital as Factoring and Accounts Receivable management services, Asset Based Lines of Credit and Spot Inventory Financing. Since 2007, a Forte Group partner has been engaged as a sales agent.
The Dorato Group, founded in 2002, is a transactional services firm providing cost-effective business formation and expansion products and services, and complimentary expert-mode financial services for all phases of corporate transition.  Forte Group was engaged to work with TDG Ventures, LLC to establish their NASD registration.
Huckin Financial Group, Inc., formed in 1982, is a Texas Corporation operating as an SEC registered broker dealer in ten states including Texas. Since 2007, a Forte Group partner has been engaged as Chief Compliance Officer and Municipal Principal.
King Trade Capital provides Purchase Order Financing for U.S. based companies with a proven track record in their industry. Their areas of expertise include production finance for work in process and Letters of Credit for trade finance, including import and export transactions as well as domestic trade purchases. Since 2008, a Forte Group partner has been engaged as a sales agent.
Mint Investment Group LLC, formed in 2008 under the laws of State of Texas, invests its funds in Moody’s or Standard & Poor’s AA- rated securities linked to common stock listed on the NYSE or NASDQ. All investment funds and securities are held by Pershing LLC, an affiliate of the Bank of New York Mellon Corporation.  A primary objective of Mint Investment Group is to organize a De Novo National Bank under the regulations of the Office of the Controller Currency (OCC), Federal Deposit Insurance Corporation (FDIC) and United States Federal Reserve Bank.  Since inception, a Forte Group partner has been engaged as CEO.
Performance Capital Partners, provides working capital as Purchase Order, Accounts Receivable, Leasing and Project Financing. Since 2006, a Forte Group partner has been engaged as a sales agent.
Southcoast Investment Group, Inc., formed in 1997, is a Texas Corporation operating as an SEC registered broker dealer in four states including Texas. Since 2007, a Forte Group partner has been engaged as CFO, Chief Compliance Officer, Managing Principal and in financial operations capacities.
Spinnaker Financial, provides working capital as Purchase Order and Accounts Receivable Financing. Since 2006, a Forte Group partner has been engaged as a sales agent.
Founded in 1990, Healthcare Informatics & Technology Investors (HITI),  a division of Techsis Investors (TI) is a consulting and investment company, specializing in . seed capital for early stage companies in healthcare industries. Since 2007, a Forte Group partner has been engaged in business development activities
United Equity Securities, LLC, formed in 1994, is a Connecticut Limited Liability Company operating as an SEC registered broker dealer in thirty-one states including Texas. From 2006 to 2008, a Forte Group partner was engaged as CFO.