The Forum Finance Group Sa is an SEC registered investment adviser organized as a corporation. Its latest Form ADV filing, dated December 11, 2025, reports $2.2B in regulatory assets under management, 27 employees, and 678 accounts.
Portfolio management for individuals and small businesses
Portfolio management for pooled investment vehicles
Fee models offered
5 types reported
Asset based fees
Commissions
Fixed fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 48.4% of total clients.
Top client categories% of clientsClients
1
Individuals
48.4%
329
2
HNWI
41.0%
279
3
Insurance Cos.
10.3%
70
4
Pooled Investment Vehicles
0.3%
2
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$2.2Bas of December 11, 2025
Discretionary72.5%
$1.6B
72% of total RAUM72.5%
Non-discretionary27.5%
$608M
28% of total RAUM27.5%
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.
Total AUM$2.2B
Total Accounts678
10Y AUM Change+$1.2B (+117.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees27
Clients per Employee25:1
10Y Employee Change+10 (+58.8%)
* 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.