Investment adviser · CRD 143075
FORUM PRIVATE CLIENT GROUP
Investment adviser filing (IA)
FORUM SOLUTIONS GROUP, LLC
FISHERS, IN, United States · Form ADV filed Feb 20, 2026
- Regulatory AUM
- $403M Form ADV · Item 5.F
- Client accounts
- 1,490 Accounts, not individual clients
- Employees
- 11 Reported in this filing
- Advisory professionals
- 7 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 115 | $243,386,349 | 60.4% |
| Individuals | 520 | $158,486,352 | 39.3% |
| Corporations & businesses | Fewer than 5 | $1,380,072 | 0.3% |
Filing source
Form ADV 2051990 · Feb 20, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Feb 20, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Educational seminars
Compensation
Percentage of assets · Hourly · Fixed · Commissions
Principal office
11313 USA PARKWAYFISHERS, IN, 46037-0000, United States
CRD 143075
Filing source
Form ADV 2051990 · Feb 20, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.