# Forum Private Client Group

> 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.

- CRD: 143075
- Filed as: FORUM PRIVATE CLIENT GROUP
- Legal name: Forum Solutions Group, LLC
- Also doing business as: SAFISLIFE ADVISORS
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Fishers, IN
- Filing period: October 2026
- Form ADV filing dated: February 20, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/143075
- AdvisorCensus page: https://advisorcensus.com/firm/forum-private-client-group-fishers-in-143075

## Quick answers

**How 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

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions

### Fees and minimums (Form ADV Part 2A brochure dated February 20, 2026)

- 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

> 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 brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Fidelity Brokerage Services LLC

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.

### Regulatory assets under management (Item 5.F)
- Total: $403,252,773
- Discretionary: $381,043,472
- Non-discretionary: $22,209,301

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 520 | $158,486,352 |
| High net worth individuals | 115 | $243,386,349 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | Fewer than 5 | $1,380,072 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
- Other

### Firm details
- Registered since: 2014 (12 years)
- Employees: 11 total, 7 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, IN, MI, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- forumcu.com/WEALTH-MANAGEMENT/PRIVATE-CLIENT-GROUP
- forumcu.com/resources/financial-coaching
- Facebook @FORUM-PRIVATE-CLIENT-GROUP-L

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $226,946,571 | 6 | August 17, 2021 |
| October 2022 | $276,969,074 | 6 | February 4, 2022 |
| October 2023 | $250,245,575 | 6 | September 18, 2023 |
| October 2024 | $297,007,158 | 7 | March 7, 2024 |
| October 2025 | $342,423,855 | 10 | June 26, 2025 |
| October 2026 | $403,252,773 | 11 | February 20, 2026 |

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.

## Changes in the filing (last 12 months)

### March 2026
- Regulatory assets under management went from $342,423,855 to $403,252,773 (+18%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Forum Private Client Group (CRD 143075): Form ADV filing data as of October 2026.