⌕
Firm profile

Forum Financial Management, LP

LOMBARD, ILCRD 145706Latest ADV May 26, 2026

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
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

3 roles identified
CCOAllison E. Tronnes
CIOJonathan M. Rogers
CIONirav R. Batavia

Advisory services offered

4 types reported
Financial Planning Services
Pension consulting services
Portfolio management for businesses

Fee models offered

2 types reported
Asset based fees
Fixed fees
Source verified May 13, 2026

Client Coverage Demographics

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 May 26, 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.

Total 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%)

Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.

* 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.