Investment adviser · CRD 167241
FORUSALL
Investment adviser filing (IA)
FORUSALL ADVISORS, LLC
· Form ADV filed Mar 26, 2026
- Regulatory AUM
- $1.5B Form ADV · Item 5.F
- Client accounts
- 31,237 Accounts, not individual clients
- Employees
- 11 Reported in this filing
- Advisory professionals
- 6 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 |
|---|---|---|---|
| Retirement plans | 428 | $1,497,250,257 | 100.0% |
| Individuals | 30,809 | Not reported | Not reported |
Filing source
Form ADV 2044610 · Mar 26, 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: Mar 26, 2026. View historical filings
Reported services
Pension consulting
Compensation
Percentage of assets · Fixed
Principal office
CRD 167241
Filing source
Form ADV 2044610 · Mar 26, 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.