SEC Form ADV

FORUM PRIVATE CLIENT GROUP

Firm profile: Forum Private Client Group — investment focus, AUM, decision-makers and all regulatory filings

Registered Investment AdviserIN

$403.3M

Assets Under Management

1,490

Total Clients

Employees

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Registration Details

Accession: CRD-143075
Location: FISHERS, IN
Filing Date: February 20, 2026
AUM: $403.3M
Total Clients: 1,490
Employees: 11
Amendment: No
SEC EDGAR: View original filing →

Client Types

IndividualsHNW IndividualsCorporations

About this Adviser

FORUM PRIVATE CLIENT GROUP is a registered investment adviser headquartered in FISHERS, IN, managing approximately $403.3M in assets across 1,490 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.

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