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Forum Financial Management, LP
Forum Financial Management, LP is an independent registered investment adviser headquartered in Lombard, Illinois. Founded in 2002, the firm manages approximately $9 billion in assets and employs around 140 professionals, with a significant majority serving as investment professionals and advisers. Forum serves a broad client base including individuals, high net worth individuals, pension and profit-sharing plans, charitable organizations, and other institutional investors. Forum is known for its evidence-based investment philosophy and client-centric approach, focusing on delivering long-term value-added portfolio management and financial planning.
Investment Strategy
Forum Financial Management, LP implements an evidence-based investment strategy focused on broad diversification, low-cost funds, disciplined rebalancing, and a long-term perspective. The firm typically utilizes diversified portfolios of mutual funds and ETFs, emphasizing factors such as size, value, and profitability based on academic research. Forum’s approach is designed to balance risk and return according to client goals and to avoid market timing and speculation, emphasizing consistent, global asset allocation and tax efficiency for its clients.
Latest 13F Filing Activity
Forum Financial Management, LP filed their most recent 13F report on Jun 30, 2025 disclosing 942 equity positions with a total 13F market value of $7B. The fund increased holdings in Dimensional Etf Trust, Dimensional Etf Trust, Dimensional Etf Trust among other positions. Forum Financial Management, LP reduced exposure to Vaneck Etf Trust, Amgen Inc., Cboe Global MKTS Inc. among others.
Top Holdings
Equity Positions (942)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
D DFAC | DIMENSIONAL ETF TRUST | 21.21% | $1.39B | 38,896,661 | $28.17 | $35.84 | +$147.2M |
T TLH | ISHARES TR | 12.18% | $800.8M | 7,882,291 | $107.19 | $101.60 | +$6.8M |
D DFAT | DIMENSIONAL ETF TRUST | 7.68% | $504.7M | 9,353,565 | $47.17 | $53.96 | +$47.6M |
D DFEM | DIMENSIONAL ETF TRUST | 7.58% | $498.3M | 16,789,759 | $23.88 | $29.68 | +$59.6M |
D DFIC | DIMENSIONAL ETF TRUST | 7.56% | $496.7M | 15,977,601 | $23.37 | $31.09 | +$46.1M |
Industry Allocation
Investment Team (12)
| Name | Role | Location | |
|---|---|---|---|
 | Partner | Lake Forest, IL , United States | |
 | Partner | Chicago, IL , United States | |
 | Partner | Chicago, IL , United States | |
 | Partner | Chicago, IL , United States | |
J John Adam | Partner | Lombard, IL , United States | |
 | Partner | Cohoes, NY , United States | |
 | Associate | San Francisco, CA , United States | |
 | Portfolio Trader | Chicago, IL , United States | |
 | Partner | Midlothian, VA , United States | |
A Andrew Carava | RIA Advisory Program Trader | United States |
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