{
  "crd_number": 297582,
  "slug": "forum-capital-advisors-llc-denver-co-297582",
  "primary_business_name": "FORUM CAPITAL ADVISORS LLC",
  "legal_name": "FORUM CAPITAL ADVISORS LLC",
  "dbas": [],
  "city": "Denver",
  "state": "CO",
  "country": "United States",
  "cbsa_code": "19740",
  "metro": {
    "cbsa_code": "19740",
    "common_name": "Denver",
    "msa_name": "Denver-Aurora-Centennial, CO",
    "path": "/advisors/co/denver"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2021-04-23",
  "years_registered": 5,
  "period": "2026-10-01",
  "filing_date": "2026-05-29",
  "carried_forward": false,
  "raum_total": 815199950.0,
  "raum_discretionary": 815199950.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "500m_1b",
  "raum_band_label": "$500 million to $1 billion",
  "total_employees": 69,
  "advisory_employees": 29,
  "client_count_bucket": null,
  "clients_by_type": {
    "pooled_investment_vehicles": {
      "raum": 815199950.0,
      "count": 6
    }
  },
  "compensation_types": [
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "portfolio_management_pooled_vehicles"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CO"
  ],
  "websites": [
    "https://facebook.com/ForumRE",
    "https://fcreif.com",
    "https://forumcapadvisors.com",
    "https://forumig.com",
    "https://forumre.com",
    "https://freif.com",
    "https://instagram.com/forumig_denver",
    "https://linkedin.com/company/forum-investment-group"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/297582",
  "city_as_filed": "DENVER",
  "url": "https://advisorcensus.com/firm/forum-capital-advisors-llc-denver-co-297582",
  "display_name": "Forum Capital Advisors LLC",
  "summary": "Forum Capital Advisors LLC is an SEC-registered investment advisory firm in Denver, CO, registered since 2021, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated May 29, 2026.",
  "citation": "AdvisorCensus. Forum Capital Advisors LLC (CRD 297582): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Performance-based fees"
  ],
  "advisory_activity_labels": [
    "Portfolio management for pooled investment vehicles (other than investment companies)"
  ],
  "quick_answers": [
    {
      "q": "How is Forum Capital Advisors LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Forum Capital Advisors LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Forum Capital Advisors LLC located?",
      "a": "Forum Capital Advisors LLC's principal office is in Denver, CO, according to its Form ADV."
    },
    {
      "q": "Is Forum Capital Advisors LLC registered with the SEC or a state?",
      "a": "Forum Capital Advisors LLC is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 297582."
    },
    {
      "q": "How much does Forum Capital Advisors LLC manage?",
      "a": "Forum Capital Advisors LLC reports $815,199,950 in regulatory assets under management in its Form ADV filing dated May 29, 2026 (100% discretionary)."
    },
    {
      "q": "How have Forum Capital Advisors LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Forum Capital Advisors LLC: Regulatory assets under management: $59,841,271 in the October 2021 data and $815,199,950 in the October 2026 data, up 1262%. Total employees: 9 in October 2021 and 69 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Forum Capital Advisors LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (6)."
    },
    {
      "q": "Does Forum Capital Advisors LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/297582"
    },
    {
      "q": "What changed in Forum Capital Advisors LLC's recent Form ADV filings?",
      "a": "In the June 2026 filing data: Regulatory assets under management went from $1,327,347,791 to $815,199,950 (-39%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 59841271.0,
      "total_employees": 9,
      "filing_date": "2021-05-24"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 74979168.0,
      "total_employees": 11,
      "filing_date": "2022-04-21"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 109221103.0,
      "total_employees": 65,
      "filing_date": "2023-07-19"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 827816004.0,
      "total_employees": 66,
      "filing_date": "2024-03-28"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 989895043.0,
      "total_employees": 66,
      "filing_date": "2025-04-29"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 815199950.0,
      "total_employees": 69,
      "filing_date": "2026-05-29"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-06-01",
      "period_label": "June 2026",
      "notes": [
        "Regulatory assets under management went from $1,327,347,791 to $815,199,950 (-39%)."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 25 to 29.",
        "Regulatory assets under management went from $989,895,043 to $1,327,347,791 (+34%)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/forum-capital-advisors-llc-denver-co-297582.md",
  "clients": [
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 6,
      "fewer_than_5": false,
      "raum": 815199950.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/297582",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}