Forum Private Client Group
Forum Private Client Group is an SEC-registered mass-market adviser in Fishers, IN with $403.3M assets under management (AUM, regulatory AUM), +18% over one year. See who owns Forum Private Client Group: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 143075, SEC 801-78874, data through 2026-02-20.
- AUM (assets under management / regulatory AUM)
- $403.3M (2026-02-20)
- Firm type
- Mass-Market Adviser
- Location
- Fishers, IN
- Employees
- 11
- Clients
- 635
- CRD
- 143075
- Ownership
- SADZEWICZ, GERY, JOSEPH; FORUM CREDIT UNION; RIDENOUR, RICHARD, JOSEPH; IRWIN, SHAUN, MARIE; BANKS, BENJAMEN, MICHAEL
How much AUM does Forum Private Client Group have?
Forum Private Client Group reported $403.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-20).
Who owns Forum Private Client Group?
Disclosed owners and executives of Forum Private Client Group include SADZEWICZ, GERY, JOSEPH, FORUM CREDIT UNION, RIDENOUR, RICHARD, JOSEPH, IRWIN, SHAUN, MARIE, BANKS, BENJAMEN, MICHAEL. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.