Forum Private Client Group LLC
FORUM Private Client Group LLC is an SEC Registered Investment Adviser headquartered in Fishers, Indiana. The firm provides comprehensive wealth management, investment advisory, and financial planning services primarily to individuals and families. Founded in 2012, it operates with a focus on objective, client-centered advice, aiming to serve both affluent clients and those underserved by conventional financial institutions. The firm emphasizes proactive communication and tailored financial solutions. As of its latest public filings, FORUM Private Client Group manages assets exceeding $297 million, serves over 1,200 clients, and has a team of 7 financial advisors.
Investment Strategy
FORUM Private Client Group delivers holistic financial advice and portfolio management, emphasizing objective guidance free from conflicts of interest and commission-based products. The firm prioritizes clients’ best interests, tailoring financial plans to individual needs with proactive communication, periodic reviews, and a strong focus on comprehensive planning covering retirement, education funding, financial hardship, and family protection. Their investment philosophy centers on delivering unbiased, fiduciary-driven solutions for long-term financial security.
Top Holdings
Equity Positions (80)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
J JCPB | J P MORGAN EXCHANGE TRADED F | 10.80% | $28.0M | 595,658 | $46.89 | $47.06 | +$1.3M |
V VYM | VANGUARD WHITEHALL FDS | 9.98% | $25.9M | 194,171 | $114.99 | $133.31 | +$3.2M |
I IWY | ISHARES TR | 7.51% | $19.5M | 79,080 | $185.63 | $246.51 | +$5.0M |
D DFAS | DIMENSIONAL ETF TRUST | 6.73% | $17.5M | 274,017 | $60.40 | $63.71 | +$2.0M |
D DFAI | DIMENSIONAL ETF TRUST | 6.54% | $17.0M | 491,125 | $29.44 | $34.57 | +$2.8M |