Forging the Future: Celebrating 4 Years of Innovation and Independence

Today, I am writing to you with immense pride and gratitude as we celebrate a significant milestone. June 25, 2024, marks the fourth anniversary of mFORCE Capital, a venture born out of a vision to revolutionize the wealth management industry. It’s a journey that coincides with another personal milestone – my 37th year in this dynamic and ever-evolving field.

Over the past four years, mFORCE Capital has been honored with accolades that reaffirm our commitment to excellence and innovation. The Fort Worth Business Press presented us the Wildcatter of the Year Award, celebrating our audacious spirit and unwavering determination. We were also nominated by the Fort Worth Chamber of Commerce for the Small Business of the Year, and received national recognition from Barron’s Magazine as one of the top 1200 Advisors1. These honors are not just awards; they are a testament to the trust and support we have received from all of you.

When we set out to disrupt the stagnant norms of our industry, we envisioned a future where personalized service and cutting-edge solutions would go hand in hand. Today, I am thrilled to share that our vision is becoming a reality. The communities we serve – Fort Worth, Dallas, and Hot Springs – are not just responding; they are thriving. The surge in referrals and growth opportunities is a clear indicator that our approach resonates deeply with our clients.

Our alliance program, designed to bring “best in class” providers to our clients, is flourishing. We are not just meeting needs; we are anticipating them and delivering innovative solutions with a sense of joy and fulfillment. This spirit of innovation drives us to continuously explore new lines of business, ensuring we remain at the forefront of the industry.

Running an independent business comes with its share of challenges. There are days and weeks that test our resolve, but every step reinforces the belief that we made the right choice – for our clients, for our dedicated team, and for my family. Independence has empowered us to tailor our services to meet the unique needs of each client, fostering relationships built on trust and mutual respect.

Looking ahead, we are brimming with new ideas and ambitious plans. The next year, and indeed the next five, promise to be a period of continued growth and innovation. We are thrilled to have you to join us on this exciting journey as part of the mFORCE Capital family. Together, we will continue to redefine what is possible in wealth management.

Thank you for your unwavering support and trust. Here’s to many more years of success, innovation, and making a difference together.

Welcome to the future. Welcome to mFORCE Capital.

Thank you.

Bradley Bruce,
Founder, CEO

Barron’s Top 1,200 Financial Advisors (2014 – 2021; 2023), created by Barron’s Magazine. Last presented in 2024 based on data gathered from Oct 2022 to Sep 2023. No fee was paid to be included in the ranking or to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary.

Registered Representative of Sanctuary Securities Inc. and Investment Advisor Representative of Sanctuary Advisors, LLC. Securities offered through Sanctuary Securities, Inc., Member FINRA, SIPC. Advisory services offered through Sanctuary Advisors, LLC., a SEC Registered Investment Adviser. mFORCE Capital is a DBA of Sanctuary Securities, Inc. and Sanctuary Advisors, LLC.

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Our Team

Our People

Our team has accumulated more than 90 years of wealth management experience.

Along the way we have earned advanced degrees and meaningful professional credentials, as well as recognition from industry publications, including Barron’s and Forbes. But what is most important to us is the day-to-day care we provide to our clients. The relationship our team members enjoy with you fortifies our “client-first” mantra. We are honored and humbled to serve you through managing the wealth you entrust to us. Because we are “people-oriented,” we proactively look to connect our clients with valuable contacts and resources in our personal and professional networks.

mFORCEmFORCE Hot SpringsmFORCE Retirement Participant ServicesmFORCE Retirement Plan AdvisorsmFORCE Chadwick Bay

mFORCE

Our name, mFORCE, encapsulates our mission. It stands for Multi-Family Office, Relationship, and Client Experience. As a multi-family office, we offer meticulous, proactive attention to clients' wealth. Our primary focus is safeguarding your financial well-being, fostering family-like relationships in both professional and personal contexts.

1415 Ballinger St Fort Worth, TX 76102

817-710-1840

group@mforcecapital.com

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mFORCE Hot Springs

mFORCE Capital Hot Springs is located in Hot Springs Village, Arkansas.  Our mFORCE Hot Springs team is committed to mFORCE Capital philosophy of providing tailor-made solutions to this community that are at or near retirement.  Custom financial planning and the client relationships are central to developing overall financial solutions to this vibrant retirement community.

412 Ponce de Leon Drive, Suite A
Hot Springs Village, AR 71909

501-922-9259

jhorton@mforcecapital.com

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mFORCE Retirement Participant Services

Planning for retirement is the largest financial endeavor for most people.  Our Retirement Participants Services Group provides an in-depth plan for retirement and other financial goals using the mForce Capital philosophy of tailor-made solutions and trusted client relationships.

1415 Ballinger St Fort Worth, TX 76102

817-710-1840

retire@mforcecapital.com

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mFORCE Retirement Plan Advisors

At mFORCE, retirement plans aren't just about finance—they're about people's lives. mFORCE Capital partners closely with businesses to design, benchmark, and improve 401(k), cash balance, (defined contribution and defined benefit plans), while providing participant education and fiduciary consulting.

1415 Ballinger St Fort Worth, TX 76102

817-710-2405

rcarter@mforcecapital.com

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mFORCE Chadwick Bay

We are excited to announce that Chadwick Bay Investments has officially joined forces with mFORCE Capital, creating mFORCE Chadwick Bay. This partnership represents a new chapter of growth, expanded resources, and strengthened support for the clients we are honored to serve.

1415 Ballinger St Fort Worth, TX 76102

817-710-2414

mcarter@mforcecapital.com

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Registered Representative of Sanctuary Securities Inc. and Investment Advisor Representative of Sanctuary Advisors, LLC. Securities offered through Sanctuary Securities, Inc., Member FINRA, SIPC. Advisory services offered through Sanctuary Advisors, LLC., a SEC Registered Investment Advisor. mFORCE Capital is a DBA of Sanctuary Securities, Inc. and Sanctuary Advisors, LLC.

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