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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Indiana
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jun 26, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BANKS, BENJAMEN, MICHAEL | I | ASSISTANT VICE PRESIDENT | NA | Control |
| BANKS, BENJAMEN, MICHAEL | I | ASSISTANT VICE PRESIDENT | NA | Control |
| BANKS, BENJAMEN, MICHAEL | I | ASSISTANT VICE PRESIDENT | NA | Control |
| BANKS, BENJAMEN, MICHAEL | I | ASSISTANT VICE PRESIDENT | NA | Control |
| BANKS, BENJAMEN, MICHAEL | I | ASSISTANT VICE PRESIDENT | NA | Control |
| BANKS, BENJAMEN, MICHAEL | I | ASSISTANT VICE PRESIDENT | NA | Control |
| BANKS, BENJAMEN, MICHAEL | I | ASSISTANT VICE PRESIDENT | NA | Control |
| BANKS, BENJAMEN, MICHAEL | I | ASSISTANT VICE PRESIDENT | NA | Control |
| BANKS, BENJAMEN, MICHAEL | I | ASSISTANT VICE PRESIDENT | NA | Control |
| BANKS, BENJAMEN, MICHAEL | I | ASSISTANT VICE PRESIDENT | NA | Control |
| BANKS, BENJAMEN, MICHAEL | I | ASSISTANT VICE PRESIDENT | NA | Control |
| BANKS, BENJAMEN, MICHAEL | I | ASSISTANT VICE PRESIDENT | NA | Control |
| BANKS, BENJAMEN, MICHAEL | I | ASSISTANT VICE PRESIDENT | NA | Control |
| BANKS, BENJAMEN, MICHAEL | I | ASSISTANT VICE PRESIDENT | NA | Control |
| CARR, JAMES, SCOTT | I | SENIOR VICE PRESIDENT | NA | Control |
| CARR, JAMES, SCOTT | I | SENIOR VICE PRESIDENT | NA | Control |
| CARR, JAMES, SCOTT | I | SENIOR VICE PRESIDENT | NA | Control |
| CARR, JAMES, SCOTT | I | SENIOR VICE PRESIDENT | NA | Control |
| CARR, JAMES, SCOTT | I | SENIOR VICE PRESIDENT | NA | Control |
| CARR, JAMES, SCOTT | I | SENIOR VICE PRESIDENT | NA | Control |
| CARR, JAMES, SCOTT | I | SENIOR VICE PRESIDENT | NA | Control |
| CARR, JAMES, SCOTT | I | SENIOR VICE PRESIDENT | NA | Control |
| CARR, JAMES, SCOTT | I | SENIOR VICE PRESIDENT | NA | Control |
| CARR, JAMES, SCOTT | I | SENIOR VICE PRESIDENT | NA | Control |
| CARR, JAMES, SCOTT | I | SENIOR VICE PRESIDENT | NA | Control |
| IRWIN, SHAUN, MARIE | I | ASSISTANT VICE PRESIDENT | NA | Control |
| IRWIN, SHAUN, MARIE | I | ASSISTANT VICE PRESIDENT | NA | Control |
| IRWIN, SHAUN, MARIE | I | ASSISTANT VICE PRESIDENT | NA | Control |
| IRWIN, SHAUN, MARIE | I | ASSISTANT VICE PRESIDENT | NA | Control |
| IRWIN, SHAUN, MARIE | I | ASSISTANT VICE PRESIDENT | NA | Control |
| IRWIN, SHAUN, MARIE | I | ASSISTANT VICE PRESIDENT | NA | Control |
| IRWIN, SHAUN, MARIE | I | ASSISTANT VICE PRESIDENT | NA | Control |
| IRWIN, SHAUN, MARIE | I | ASSISTANT VICE PRESIDENT | NA | Control |
| IRWIN, SHAUN, MARIE | I | ASSISTANT VICE PRESIDENT | NA | Control |
| IRWIN, SHAUN, MARIE | I | ASSISTANT VICE PRESIDENT | NA | Control |
| IRWIN, SHAUN, MARIE | I | ASSISTANT VICE PRESIDENT | NA | Control |
| IRWIN, SHAUN, MARIE | I | ASSISTANT VICE PRESIDENT | NA | Control |
| IRWIN, SHAUN, MARIE | I | ASSISTANT VICE PRESIDENT | NA | Control |
| IRWIN, SHAUN, MARIE | I | ASSISTANT VICE PRESIDENT | NA | Control |
| RIDENOUR, RICHARD, JOSEPH | I | CHIEF COMPLIANCE OFFICER / MANAGER | NA | Control |
| RIDENOUR, RICHARD, JOSEPH | I | CHIEF COMPLIANCE OFFICER / MANAGER | NA | Control |
| RIDENOUR, RICHARD, JOSEPH | I | CHIEF COMPLIANCE OFFICER / MANAGER | NA | Control |
| RIDENOUR, RICHARD, JOSEPH | I | CHIEF COMPLIANCE OFFICER / MANAGER | NA | Control |
| RIDENOUR, RICHARD, JOSEPH | I | CHIEF COMPLIANCE OFFICER / MANAGER | NA | Control |
| RIDENOUR, RICHARD, JOSEPH | I | CHIEF COMPLIANCE OFFICER / MANAGER | NA | Control |
| RIDENOUR, RICHARD, JOSEPH | I | CHIEF COMPLIANCE OFFICER / MANAGER | NA | Control |
| RIDENOUR, RICHARD, JOSEPH | I | CHIEF COMPLIANCE OFFICER / MANAGER | NA | Control |
| RIDENOUR, RICHARD, JOSEPH | I | CHIEF COMPLIANCE OFFICER / MANAGER | NA | Control |
| RIDENOUR, RICHARD, JOSEPH | I | CHIEF COMPLIANCE OFFICER / MANAGER | NA | Control |
| RIDENOUR, RICHARD, JOSEPH | I | CHIEF COMPLIANCE OFFICER / MANAGER | NA | Control |
| RIDENOUR, RICHARD, JOSEPH | I | CHIEF COMPLIANCE OFFICER / MANAGER | NA | Control |
| RIDENOUR, RICHARD, JOSEPH | I | CHIEF COMPLIANCE OFFICER / MANAGER | NA | Control |
| RIDENOUR, RICHARD, JOSEPH | I | CHIEF COMPLIANCE OFFICER / MANAGER | NA | Control |
| RIDENOUR, RICHARD, JOSEPH | I | CHIEF COMPLIANCE OFFICER / MANAGER | NA | Control |
| RIDENOUR, RICHARD, JOSEPH | I | CHIEF COMPLIANCE OFFICER / MANAGER | NA | Control |
| SADZEWICZ, GERY, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | |
| SADZEWICZ, GERY, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | |
| SADZEWICZ, GERY, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | |
| SADZEWICZ, GERY, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | |
| SADZEWICZ, GERY, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | |
| SADZEWICZ, GERY, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | |
| SADZEWICZ, GERY, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | |
| SADZEWICZ, GERY, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | |
| SADZEWICZ, GERY, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | |
| SADZEWICZ, GERY, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | |
| SADZEWICZ, GERY, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | |
| SADZEWICZ, GERY, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | |
| SADZEWICZ, GERY, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | |
| SADZEWICZ, GERY, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | |
| SADZEWICZ, GERY, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | |
| SADZEWICZ, GERY, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | |
| SADZEWICZ, GERY, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | |
| SADZEWICZ, GERY, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | |
| SADZEWICZ, GERY, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | |
| SADZEWICZ, GERY, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | |
| SADZEWICZ, GERY, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | |
| SADZEWICZ, GERY, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | |
| SADZEWICZ, GERY, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | |
| SADZEWICZ, GERY, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | |
| SADZEWICZ, GERY, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | |
| SADZEWICZ, GERY, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | |
| SADZEWICZ, GERY, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | |
| SADZEWICZ, GERY, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | |
| SADZEWICZ, GERY, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | |
| SADZEWICZ, GERY, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | |
| SADZEWICZ, GERY, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | |
| SADZEWICZ, GERY, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | |
| SADZEWICZ, GERY, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | |
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Registrations
Federal
IA
Jun 26, 2025 REGISTERED
Notice Filings (5)
FL IN MI NE TX
Address
11313 USA PARKWAYFISHERS, IN 46037-0000
United States
Phone: 317-558-6322