AdvisorCensus / Financial advisors / Indiana / Indianapolis / Forum Private Client Group
Forum Private Client Group
Filed as FORUM PRIVATE CLIENT GROUP · Legal name Forum Solutions Group, LLC
Forum Private Client Group is an SEC-registered investment advisory firm in Fishers, IN, registered since 2014, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated February 20, 2026.
Quick answers
From the filingHow is Forum Private Client Group compensated?
On its Form ADV (Item 5.E, October 2026), Forum Private Client Group reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); commissions.
How much does Forum Private Client Group charge?
Its Form ADV Part 2A brochure dated February 20, 2026 states: Up to $250,000: 1.25% a year; $250,001 to $1,000,000: 1% a year; $1,000,001 to $2,500,000: 0.75% a year; Above $2,500,000: see the brochure. Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is Forum Private Client Group located?
Forum Private Client Group's principal office is in Fishers, IN, according to its Form ADV.
Is Forum Private Client Group registered with the SEC or a state?
Forum Private Client Group is an SEC-registered investment advisory firm, registered since 2014. Status as filed: Approved. CRD 143075.
How much does Forum Private Client Group manage?
Forum Private Client Group reports $403,252,773 in regulatory assets under management in its Form ADV filing dated February 20, 2026 (94% discretionary).
How have Forum Private Client Group's assets and staff changed since 2021?
In the Form ADV data for Forum Private Client Group: Regulatory assets under management: $226,946,571 in the October 2021 data and $403,252,773 in the October 2026 data, up 78%. Total employees: 6 in October 2021 and 11 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Forum Private Client Group serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (520); high net worth individuals (115).
Which custodians does Forum Private Client Group use?
Forum Private Client Group's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Brokerage Services LLC as a custodian holding 10% or more of its separately managed account assets.
Does Forum Private Client Group report any disciplinary disclosures?
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/143075
What changed in Forum Private Client Group's recent Form ADV filings?
In the March 2026 filing data: Regulatory assets under management went from $342,423,855 to $403,252,773 (+18%).
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2A| Assets | Annual rate |
|---|---|
| Up to $250,000 | 1.25% |
| $250,001 to $1,000,000 | 1% |
| $1,000,001 to $2,500,000 | 0.75% |
| Above $2,500,000 | See the brochure |
The brochure's wording
FORUM’s portfolio management fee is an asset-based fee, calculated as a percentage of the value of the managed assets. The total managed account fee will include FORUM’s tiered fee as outlined in the following fee schedule (negotiable)
Portfolio Value Annual Fee Rate Up to $250,000 1.25% $250,001 - $1,000,000 1.00% $1,000,001 - $2,500,000 0.75% Above $2,500,001 Negotiable
As stated in the firm's Form ADV Part 2A brochure dated February 20, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$403,252,773 as of October 2026, filing dated February 20, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
- Other
Registration and firm details
Items 1, 2, 5- Legal name
- Forum Solutions Group, LLC
- Also doing business as
- SAFISLIFE ADVISORS
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2014 (12 years)
- Employees
- Total: 11. Performing investment advisory functions: 7.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.
- States registered or notice-filed
-
4 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $403,252,773 | 11 | February 20, 2026 |
| October 2025 | $342,423,855 | 10 | June 26, 2025 |
| October 2024 | $297,007,158 | 7 | March 7, 2024 |
| October 2023 | $250,245,575 | 6 | September 18, 2023 |
| October 2022 | $276,969,074 | 6 | February 4, 2022 |
| October 2021 | $226,946,571 | 6 | August 17, 2021 |
Regulatory assets under management: $226,946,571 in the October 2021 data and $403,252,773 in the October 2026 data, up 78%.
Total employees: 6 in October 2021 and 11 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- March 2026
- Regulatory assets under management went from $342,423,855 to $403,252,773 (+18%).
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Forum Private Client Group (CRD 143075): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/forum-private-client-group-fishers-in-143075