FORUM SOLUTIONS GROUP, LLC
Legal name: FORUM PRIVATE CLIENT GROUP
CRD #143075 SEC #801-78874 FISHERS, IN 317-558-6322
SEC Registered
Total AUM
$342.4M
Discretionary
$319.6M
Employees
10
Clients
251
Accounts
1,307
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2025 | $342.4M | $319.6M | $22.8M | 10 | 0 |
| Mar 2025 | $342.4M | $319.6M | $22.8M | 10 | 0 |
| Mar 2025 | $342.4M | $319.6M | $22.8M | 10 | 0 |
| Jan 2025 | $297M | $270.7M | $26.3M | 7 | 0 |
| Dec 2024 | $297M | $270.7M | $26.3M | 7 | 0 |
| Mar 2024 | $297M | $270.7M | $26.3M | 7 | 0 |
| Nov 2023 | $250.2M | $222.7M | $27.5M | 6 | 0 |
| Sep 2023 | $250.2M | $222.7M | $27.5M | 6 | 0 |
| Mar 2023 | $250.2M | $222.7M | $27.5M | 6 | 0 |
| Feb 2023 | $250.2M | $222.7M | $27.5M | 6 | 0 |
| Feb 2023 | $250.2M | $222.7M | $27.5M | 6 | 0 |
| Jan 2023 | $277M | $229.8M | $47.2M | 6 | 0 |
| Nov 2022 | $277M | $229.8M | $47.2M | 6 | 0 |
| Oct 2022 | $277M | $229.8M | $47.2M | 6 | 0 |
| Feb 2022 | $277M | $229.8M | $47.2M | 6 | 0 |
| Aug 2021 | $226.9M | $168M | $58.9M | 6 | 0 |
| Feb 2021 | $226.9M | $168M | $58.9M | 6 | 0 |
| Sep 2020 | $201.6M | $129.9M | $71.8M | 6 | 0 |
| May 2020 | $201.6M | $129.9M | $71.8M | 5 | 0 |
| Mar 2020 | $201.6M | $129.9M | $71.8M | 5 | 0 |
| Jan 2020 | $160.3M | $0 | $160.3M | 5 | 0 |
| Nov 2019 | $160.3M | $0 | $160.3M | 5 | 0 |
| Oct 2019 | $160.3M | $0 | $160.3M | 5 | 0 |
| Mar 2019 | $160.3M | $0 | $160.3M | 5 | 0 |
| Dec 2018 | $165.7M | $0 | $165.7M | 5 | 0 |
| Nov 2018 | $165.7M | $0 | $165.7M | 5 | 0 |
| Sep 2018 | $165.7M | $0 | $165.7M | 5 | 0 |
| Aug 2018 | $165.7M | $0 | $165.7M | 5 | 0 |
| Jul 2018 | $165.7M | $0 | $165.7M | 4 | 0 |
| Mar 2018 | $165.7M | $0 | $165.7M | 4 | 0 |
| Dec 2017 | $158M | $0 | $158M | 4 | 0 |
| Mar 2017 | $158M | $0 | $158M | 4 | 400 |
| Sep 2016 | $142.5M | $0 | $142.5M | 4 | 400 |
| Mar 2016 | $142.5M | $0 | $142.5M | 4 | 400 |
| Jan 2016 | $135M | $0 | $135M | 5 | 300 |
| Mar 2015 | $135M | $0 | $135M | 5 | 300 |
| Mar 2015 | $135M | $0 | $135M | 5 | 300 |
| Sep 2014 | $127.9M | $0 | $127.9M | 5 | 300 |
| Nov 2013 | $112.5M | $0 | $112.5M | 5 | 300 |
| Jun 2012 | $75.8M | $0 | $75.8M | 1 | 300 |
| Jun 2012 | $75.8M | $0 | $75.8M | 1 | 300 |
| May 2012 | $75.8M | $0 | $75.8M | 1 | 300 |
| May 2012 | $77.1M | $0 | $77.1M | 1 | 300 |
| Mar 2012 | $77.1M | $0 | $77.1M | 1 | 300 |
| Apr 2011 | $67.8M | $0 | $67.8M | 5 | -- |
| Apr 2010 | $52.8M | $0 | $52.8M | 5 | -- |
DateJun 2025
Total AUM$342.4M
Discretionary$319.6M
Non-Disc.$22.8M
Employees10
Clients0
DateMar 2025
Total AUM$342.4M
Discretionary$319.6M
Non-Disc.$22.8M
Employees10
Clients0
DateMar 2025
Total AUM$342.4M
Discretionary$319.6M
Non-Disc.$22.8M
Employees10
Clients0
DateJan 2025
Total AUM$297M
Discretionary$270.7M
Non-Disc.$26.3M
Employees7
Clients0
DateDec 2024
Total AUM$297M
Discretionary$270.7M
Non-Disc.$26.3M
Employees7
Clients0
DateMar 2024
Total AUM$297M
Discretionary$270.7M
Non-Disc.$26.3M
Employees7
Clients0
DateNov 2023
Total AUM$250.2M
Discretionary$222.7M
Non-Disc.$27.5M
Employees6
Clients0
DateSep 2023
Total AUM$250.2M
Discretionary$222.7M
Non-Disc.$27.5M
Employees6
Clients0
DateMar 2023
Total AUM$250.2M
Discretionary$222.7M
Non-Disc.$27.5M
Employees6
Clients0
DateFeb 2023
Total AUM$250.2M
Discretionary$222.7M
Non-Disc.$27.5M
Employees6
Clients0
DateFeb 2023
Total AUM$250.2M
Discretionary$222.7M
Non-Disc.$27.5M
Employees6
Clients0
DateJan 2023
Total AUM$277M
Discretionary$229.8M
Non-Disc.$47.2M
Employees6
Clients0
DateNov 2022
Total AUM$277M
Discretionary$229.8M
Non-Disc.$47.2M
Employees6
Clients0
DateOct 2022
Total AUM$277M
Discretionary$229.8M
Non-Disc.$47.2M
Employees6
Clients0
DateFeb 2022
Total AUM$277M
Discretionary$229.8M
Non-Disc.$47.2M
Employees6
Clients0
DateAug 2021
Total AUM$226.9M
Discretionary$168M
Non-Disc.$58.9M
Employees6
Clients0
DateFeb 2021
Total AUM$226.9M
Discretionary$168M
Non-Disc.$58.9M
Employees6
Clients0
DateSep 2020
Total AUM$201.6M
Discretionary$129.9M
Non-Disc.$71.8M
Employees6
Clients0
DateMay 2020
Total AUM$201.6M
Discretionary$129.9M
Non-Disc.$71.8M
Employees5
Clients0
DateMar 2020
Total AUM$201.6M
Discretionary$129.9M
Non-Disc.$71.8M
Employees5
Clients0
DateJan 2020
Total AUM$160.3M
Discretionary$0
Non-Disc.$160.3M
Employees5
Clients0
DateNov 2019
Total AUM$160.3M
Discretionary$0
Non-Disc.$160.3M
Employees5
Clients0
DateOct 2019
Total AUM$160.3M
Discretionary$0
Non-Disc.$160.3M
Employees5
Clients0
DateMar 2019
Total AUM$160.3M
Discretionary$0
Non-Disc.$160.3M
Employees5
Clients0
DateDec 2018
Total AUM$165.7M
Discretionary$0
Non-Disc.$165.7M
Employees5
Clients0
DateNov 2018
Total AUM$165.7M
Discretionary$0
Non-Disc.$165.7M
Employees5
Clients0
DateSep 2018
Total AUM$165.7M
Discretionary$0
Non-Disc.$165.7M
Employees5
Clients0
DateAug 2018
Total AUM$165.7M
Discretionary$0
Non-Disc.$165.7M
Employees5
Clients0
DateJul 2018
Total AUM$165.7M
Discretionary$0
Non-Disc.$165.7M
Employees4
Clients0
DateMar 2018
Total AUM$165.7M
Discretionary$0
Non-Disc.$165.7M
Employees4
Clients0
DateDec 2017
Total AUM$158M
Discretionary$0
Non-Disc.$158M
Employees4
Clients0
DateMar 2017
Total AUM$158M
Discretionary$0
Non-Disc.$158M
Employees4
Clients400
DateSep 2016
Total AUM$142.5M
Discretionary$0
Non-Disc.$142.5M
Employees4
Clients400
DateMar 2016
Total AUM$142.5M
Discretionary$0
Non-Disc.$142.5M
Employees4
Clients400
DateJan 2016
Total AUM$135M
Discretionary$0
Non-Disc.$135M
Employees5
Clients300
DateMar 2015
Total AUM$135M
Discretionary$0
Non-Disc.$135M
Employees5
Clients300
DateMar 2015
Total AUM$135M
Discretionary$0
Non-Disc.$135M
Employees5
Clients300
DateSep 2014
Total AUM$127.9M
Discretionary$0
Non-Disc.$127.9M
Employees5
Clients300
DateNov 2013
Total AUM$112.5M
Discretionary$0
Non-Disc.$112.5M
Employees5
Clients300
DateJun 2012
Total AUM$75.8M
Discretionary$0
Non-Disc.$75.8M
Employees1
Clients300
DateJun 2012
Total AUM$75.8M
Discretionary$0
Non-Disc.$75.8M
Employees1
Clients300
DateMay 2012
Total AUM$75.8M
Discretionary$0
Non-Disc.$75.8M
Employees1
Clients300
DateMay 2012
Total AUM$77.1M
Discretionary$0
Non-Disc.$77.1M
Employees1
Clients300
DateMar 2012
Total AUM$77.1M
Discretionary$0
Non-Disc.$77.1M
Employees1
Clients300
DateApr 2011
Total AUM$67.8M
Discretionary$0
Non-Disc.$67.8M
Employees5
Clients--
DateApr 2010
Total AUM$52.8M
Discretionary$0
Non-Disc.$52.8M
Employees5
Clients--