Forusall is an SEC registered investment adviser organized as a limited liability company. Its latest Form ADV filing, dated March 26, 2026, reports $1.5B in regulatory assets under management, 11 employee, and 31,237 accounts.
Top client segmentIndividuals represent 98.6% of total clients.
Top client categories% of clientsClients
1
Individuals
98.6%
30,809
2
Pension Plans
1.4%
428
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.5Bas of March 26, 2026
Discretionary91.8%
$1.4B
92% of total RAUM91.8%
Non-discretionary8.2%
$123M
8% of total RAUM8.2%
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$1.5B
Total Accounts31,237
10Y AUM Change+$1.4B (+1335.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees11
Clients per Employee2840:1
10Y Employee Change-13 (-54.2%)
* 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.