Forum Private Client Group is an SEC registered investment adviser organized as a limited liability company with a primary office location in Fishers, IN. Its latest Form ADV filing, dated February 20, 2026, reports $403M in regulatory assets under management, 11 employee, and 1,490 accounts.
Top client segmentIndividuals represent 81.9% of total clients.
Top client categories% of clientsClients
1
Individuals
81.9%
520
2
HNWI
18.1%
115
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$403Mas of February 20, 2026
Discretionary94.5%
$381M
94% of total RAUM94.5%
Non-discretionary5.5%
$22M
6% of total RAUM5.5%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$403M
Total Accounts1,490
10Y AUM Change+$245M (+155.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees11
Clients per Employee58:1
10Y Employee Change+7 (+175.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.