Forum Financial Management, LP is an SEC registered investment adviser organized as a limited partnership with a primary office location in Lombard, IL. Its latest Form ADV filing, dated April 14, 2026, reports $8.7B in regulatory assets under management, 143 employees, 53 offices, and 19,838 accounts.
Assets Under Management
$8.7B
Employees
143
Offices
53 offices
Total Clients
5,841
Primary office
LOMBARD, IL
1900 SOUTH HIGHLAND AVENUE, SUITE 100, LOMBARD, IL, United States
Top client segmentIndividuals represent 66.8% of total clients.
Top client categories% of clientsClients
1
Individuals
66.8%
3,903
2
HNWI
29.4%
1,719
3
Pension Plans
2.1%
121
4
Corporations
1.3%
76
5
Other Advisers
0.2%
13
Categories with <5 clients
Banking or thrift institutions<5 clients
Insurance companies<5 clients
Other categories<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$8.7Bas of April 14, 2026
Discretionary100.0%
$8.7B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$8.7B
Total Accounts19,838
10Y AUM Change+$6.1B (+232.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees143
Clients per Employee41:1
10Y Employee Change+73 (+104.3%)
* 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.