Forum Solutions Group provides financial planning, portfolio management for individuals and small businesses, and educational seminars. Financial planning was provided to 251–500 clients last fiscal year.
Forum Solutions Group reports 635 clients. They include 520 individual clients and 115 high-net-worth individuals. Of its assets, 94.5% ($381M across 1,411 accounts) are managed with discretion; $22.2M across 79 accounts are not. It advised 93 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 82% | 39% |
| High-net-worth individuals | 18% | 60% |
| Corporations and other businesses | Fewer than 5 | <1% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 520 | $158M | 39.3% | $305K |
| High-net-worth individuals | 115 | $243M | 60.4% | $2.12M |
| Corporations and other businesses | Fewer than 5 | $1.38M | 0.3% | — |
| Total | 635 | $403M | 100% | — |
- Clients
- 520
- Regulatory AUM
- $158M
- AUM share
- 39.3%
- Avg. per client
- $305K
- Clients
- 115
- Regulatory AUM
- $243M
- AUM share
- 60.4%
- Avg. per client
- $2.12M
- Clients
- Fewer than 5
- Regulatory AUM
- $1.38M
- AUM share
- 0.3%
- Avg. per client
- —
Total
- Clients
- 635
- Regulatory AUM
- $403M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 93
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 251–500
Forum Solutions Group charges 0.75%–1.25% a year for its Wealth management. The fee is billed in advance, is negotiable and has a $1,000 annual minimum. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- Limited Financial Planning and Consulting
- Hourly fee of $250 to $700 with a $1,000 minimum engagement; one-half of the estimated fee is payable on signing.
- Ongoing Financial Planning
- Annual fee negotiated with the client, paid quarterly in advance, with a $1,000 onboarding fee payable on signing.
Forum Credit Union owns 75% or more of Forum Solutions Group. The leadership team of Forum Solutions Group includes President Benjamen Banks and Chief Compliance Officer Gery Sadzewicz. It has 11 employees, 7 of them in advisory roles.
Leadership
- Benjamen BanksAssistant Vice President
- James CarrSenior Vice President
- Shaun IrwinAssistant Vice President
- Gery SadzewiczChief Compliance Officer
Investment adviser representatives
7 representatives listed in the SEC register as of 9 October 2026.
- Benjamen Michael Banks
- Charles J Grigsby
- Shaun Marie Irwin
- Tammy Lea Marrs
- Derek Michael Sanders
- Andrew G Snow
- Jonathan Louis Wendall
Staff
- 11 employees
- 7 in advisory functions
- 7 state-registered reps
- 2 insurance agents
- Owns 75% or more of Forum Solutions Group, LLC
Forum Credit Union
Control person · since July 2006
Forum Solutions Group’s regulatory assets grew 1.8× from $227M (February 2021) to $403M (February 2026); clients rose from 439 to 635 and employees from 6 to 11.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| February 2026 | $403M | 635 | 11 | 1 |
| June 2025 | $342M | 523 | 10 | 1 |
| March 2024 | $297M | 518 | 7 | 1 |
| March 2023 | $250M | 511 | 6 | 1 |
| February 2022 | $277M | 472 | 6 | 1 |
| February 2021 | $227M | 439 | 6 | 1 |
Besides its headquarters, Forum Solutions Group has 0 offices, with 1 listed address in Indiana.
Indiana · 1 listed address
- 11313 USA Parkway, FishersHQ
Other business names
Forum Solutions Group has reported 1 other business name to the SEC.
- Safislife Advisors
Contact and registration details
- Legal name
- Forum Solutions Group, LLC
- Headquarters
- 11313 USA Parkway, Fishers, IN 46037-0000
- Website
- Not reported
- Phone
- 317-558-6322
- SEC file
- 801-78874
- Structure
- Indiana LLC
- Fiscal year end
- December
Forum Solutions Group uses Fidelity ($403M) as custodian for its separately managed accounts. Forum Solutions Group has custody of $2.91M in client assets for 51 clients.
- FidelityFidelity Brokerage Services LLC · Smithfield, RI · $403M100%
At year end, Forum Solutions Group’s separately managed accounts were mostly in funds (90%). Its reported 13F holdings for the quarter ended 30 June 2026 total $336M across 86 positions; the largest are Vanguard Whitehall Fds (10.9%), J P Morgan Exchange Traded F (10.0%) and Dimensional ETF Trust (8.6%).
What the accounts hold
- Stocks1%
- Funds90%
- Bonds5%
- Investment grade corporate bonds4%
- U.S. government and agency bonds1%
- Cash4%
Reported 13F holdings
- $336M
- Reported 13F value
- 86
- Positions
- 65.5%
- In the 10 largest
- +12.0%
- Value vs. prior quarter
- Vanguard Whitehall Fds · High Div Yld10.9%
- J P Morgan Exchange Traded F · Core Plus BD ETF10.0%
- Dimensional ETF Trust · Intl Core EQT MK8.6%
- iShares TR · Rus Tp200 GR ETF7.9%
- Dimensional ETF Trust · US Small Cap ETF7.3%
- iShares TR · Core Univrsl Usd4.9%
- Vanguard Index Fds · Mid Cap ETF4.8%
- Dimensional ETF Trust · Emgr Cre EQT Mng4.1%
- iShares TR · Core S&P500 ETF3.9%
- iShares TR · Core MSCI Total3.2%
Together, the ten largest are 65.5% of reported value.
How many clients does Forum Solutions Group have?
Forum Solutions Group has 635 clients and manages $403 million for them, as of February 2026. They include 520 individual clients and 115 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 20 February 2026
What services does Forum Solutions Group offer?
Forum Solutions Group provides financial planning, portfolio management for individuals and small businesses, and educational seminars.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Forum Solutions Group charge?
Forum Solutions Group charges 0.75%–1.25% a year for its Wealth management. The fee is billed in advance, is negotiable and has a $1,000 annual minimum.
Source: FORUM SOLUTIONS GROUP, LLC DBA FORUM PRIVATE CLIENT GROUP ADV PART 2A, filed 20 February 2026
Which custodians does Forum Solutions Group use?
Forum Solutions Group’s separately managed account assets are held at Fidelity Brokerage Services LLC (Smithfield, RI), with $403M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 20 February 2026
How many financial advisors does Forum Solutions Group have?
Forum Solutions Group has 7 investment adviser representatives registered with state securities authorities, out of 11 employees, and 7 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 2 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Forum Solutions Group invest in?
At the end of its last fiscal year, Forum Solutions Group’s separately managed accounts held 90% registered funds (mutual funds, ETFs, BDCs), 4% investment grade corporate bonds, 4% cash and equivalents, 1% exchange-traded equities and 1% U.S. government and agency bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Forum Solutions Group?
Forum Solutions Group’s direct owner is Forum Credit Union (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 20 February 2026
How does Forum Solutions Group get paid?
Forum Solutions Group is paid through a percentage of assets under management, hourly charges, fixed fees and commissions. Its Form ADV lists no performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Forum Solutions Group registered with the SEC?
Yes, Forum Solutions Group has been registered with the SEC as an investment adviser since 2 January 2014. Its CRD number is 143075 and its SEC file number is 801-78874.
Source: Form ADV Part 1A, Item 1, filed 20 February 2026; IAPD firm record
How do I contact Forum Solutions Group?
Forum Solutions Group’s main office is at 11313 USA Parkway, Fishers, IN 46037-0000. Its phone number is 317-558-6322.