# Forusall

> Forusall is an SEC-registered investment advisory firm in Oakland, CA, registered since 2013, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 26, 2026.

- CRD: 167241
- Filed as: FORUSALL
- Legal name: Forusall Advisors, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Oakland, CA
- Filing period: October 2026
- Form ADV filing dated: March 26, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/167241
- AdvisorCensus page: https://advisorcensus.com/firm/forusall-oakland-ca-167241

## Quick answers

**How is Forusall compensated?**
On its Form ADV (Item 5.E, October 2026), Forusall reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**How much does Forusall charge?**
Its Form ADV Part 2A brochure dated March 26, 2026 states: Subscription: $20 a month (investment advisory services); Subscription: $4.25 a month (investment advisory services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Forusall located?**
Forusall's principal office is in Oakland, CA, according to its Form ADV.

**Is Forusall registered with the SEC or a state?**
Forusall is an SEC-registered investment advisory firm, registered since 2013. Status as filed: Approved. CRD 167241.

**How much does Forusall manage?**
Forusall reports $1,497,250,257 in regulatory assets under management in its Form ADV filing dated March 26, 2026 (92% discretionary).

**How have Forusall's assets and staff changed since 2021?**
In the Form ADV data for Forusall: Regulatory assets under management: $1,453,425,000 in the October 2021 data and $1,497,250,257 in the October 2026 data, up 3%. Total employees: 40 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 Forusall serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (30,809); pension and profit sharing plans (but not the plan participants or government pension plans) (428).

**Which custodians does Forusall use?**
Forusall's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Ascensus Trust Company, Fidelity Management Trust Company and Mid Atlantic Trust as custodians holding 10% or more of its separately managed account assets.

**Does Forusall 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/167241

**What changed in Forusall's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $1,337,900,000 to $1,497,250,257 (+12%).

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated March 26, 2026)

- Subscription: $20 a month (investment advisory services)

> A monthly base fee of up to $20 per Retirement Plan;

- Subscription: $4.25 a month (investment advisory services)

> A per Participant fee of up to $4.25 per month;

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Ascensus Trust Company
- Fidelity Management Trust Company
- Mid Atlantic Trust

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: $1,497,250,257
- Discretionary: $1,374,030,543
- Non-discretionary: $123,219,714

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 30,809 | Not reported |
| High net worth individuals | 0 | Not reported |
| Banking or thrift institutions | 0 | Not reported |
| Investment companies | 0 | Not reported |
| Business development companies | 0 | Not reported |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | Not reported |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 428 | $1,497,250,257 |
| Charitable organizations | 0 | Not reported |
| State or municipal government entities (including government pension plans) | 0 | Not reported |
| Other investment advisers | 0 | Not reported |
| Insurance companies | 0 | Not reported |
| Sovereign wealth funds and foreign official institutions | 0 | Not reported |
| Corporations or other businesses not listed above | 0 | Not reported |
| Other | 0 | Not reported |

### Advisory services (Item 5.G)
- Pension consulting services
- Other

### Firm details
- Registered since: 2013 (13 years)
- Employees: 11 total, 6 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- forusall.com
- Facebook @FORUSINC
- LinkedIn @FORUS-INC-
- X @FORUSALL401K

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $1,453,425,000 | 40 | March 29, 2021 |
| October 2022 | $1,710,820,000 | 30 | March 29, 2022 |
| October 2023 | $1,554,210,000 | 16 | March 30, 2023 |
| October 2024 | $1,509,445,800 | 13 | March 27, 2024 |
| October 2025 | $1,337,900,000 | 16 | March 28, 2025 |
| October 2026 | $1,497,250,257 | 11 | March 26, 2026 |

Regulatory assets under management: $1,453,425,000 in the October 2021 data and $1,497,250,257 in the October 2026 data, up 3%.
Total employees: 40 in October 2021 and 11 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $1,337,900,000 to $1,497,250,257 (+12%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Forusall (CRD 167241): Form ADV filing data as of October 2026.