Forum Solutions Group, LLC
● SEC registered since 2014CRD 143075SEC# 801-78874Fishers, IN
Reg. AUM
$403.3M
Employees
11
Accounts
1,490
Location
Fishers, IN
Forum Solutions Group, LLC assets under management
Forum Solutions Group, LLC is a registered investment adviser overseen by the SEC based in Fishers, IN. The firm has been registered since 2014. It reports $403.3 million in regulatory assets under management and employs 11 people.
Forum Solutions Group, LLC owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Benjamen Michael Banks Control | Assistant Vice President | Under 5% | 2022 |
| Forum Credit Union Control | Managing Member | Over 75% | 2006 |
| Gery Joseph Sadzewicz | Chief Compliance Officer | Under 5% | 2017 |
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Join to unlock · $37/moFrequently asked questions
How much does Forum Solutions Group, LLC manage?
Forum Solutions Group, LLC reports $403.3 million in regulatory assets under management on its Form ADV.
How many employees does Forum Solutions Group, LLC have?
Forum Solutions Group, LLC reports 11 employees.
Where is Forum Solutions Group, LLC located?
Forum Solutions Group, LLC is based in Fishers, IN and has been SEC-registered since 2014.
Does Forum Solutions Group, LLC disclose fund performance?
Forum Solutions Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 11313 USA Parkway, Fishers, IN 46037-0000 |
| Phone | 317-558-6322 |
| Fax | 317-558-6320 |
| Office hours | 8:00 a.m. To 5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$403.3M▲ 36%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 54%
Larger than 46% of 16,271 advisers
EmployeesTop 38%
More than 62% of 16,825 advisers
Assets under management
$403.3Mregulatory AUM
Discretionary $381MNon-discretionary $22.2M