SEC Form ADV

FORUM PRIVATE CLIENT GROUP

Registered Investment AdviserIN
$403.3M
Assets Under Management
1,490
Total Clients
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Registration Details

Accession
CRD-143075
Location
FISHERS, IN
Filing Date
February 20, 2026
AUM
$403.3M
Total Clients
1,490
Amendment
No

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.