Forusall Advisors provides pension consulting.
Forusall Advisors reports 31,237 clients. They include 30,809 individuals and 428 pension and profit-sharing plans. Of its assets, 91.8% ($1.37B across 420 accounts) are managed with discretion; $123M across 30,817 accounts are not. It advised 31,237 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 99% | 0% |
| Pension and profit-sharing plans | 1% | 100% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 30,809 | $0 | 0.0% | $0 |
| Pension and profit-sharing plans | 428 | $1.5B | 100.0% | $3.5M |
| Total | 31,237 | $1.5B | 100% | $47.9K |
- Clients
- 30,809
- Regulatory AUM
- $0
- AUM share
- 0.0%
- Avg. per client
- $0
- Clients
- 428
- Regulatory AUM
- $1.5B
- AUM share
- 100.0%
- Avg. per client
- $3.5M
Total
- Clients
- 31,237
- Regulatory AUM
- $1.5B
- AUM share
- 100%
- Avg. per client
- $47.9K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 31,237
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
Forusall Advisors is paid through a percentage of assets under management and fixed fees (other than subscription fees); its fees and minimums are set out in its brochures on the SEC website.
Forusall, Inc. owns 75% or more of Forusall Advisors and is in turn owned by Foundation Capital VIII, LP (50–75%). Justin Ramirez is CEO. It has 11 employees, 6 of them in advisory roles.
Staff
- 11 employees
- 6 in advisory functions
- 6 state-registered reps
- Owns 75% or more of Forusall Advisors, LLC
Forusall, Inc.
Control person · since January 2013
- Owns 50% to 75% of Forusall, Inc.
Foundation Capital VIII, LP
Control person · since March 2016
Forusall Advisors’ regulatory assets went from $1.45B (March 2021) to $1.5B (March 2026); clients fell from 39,809 to 31,237 and employees from 40 to 11.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Mar 2026March 2026 | $1.5B | 31,237 | 11 | 1 |
| Mar 2025March 2025 | $1.34B | 46,734 | 16 | 1 |
| Mar 2024March 2024 | $1.51B | 35,460 | 13 | 1 |
| Mar 2023March 2023 | $1.55B | 59,965 | 16 | 1 |
| Mar 2022March 2022 | $1.71B | 41,054 | 30 | 2 |
| Mar 2021March 2021 | $1.45B | 39,809 | 40 | 2 |
Besides its headquarters, Forusall Advisors has 0 offices, with 1 listed address with no US state reported.
Contact and registration details
- Legal name
- Forusall Advisors, LLC
- Headquarters
- Not reported
- Website
- forusall.com
- Phone
- 844-401-2253
- SEC file
- 801-77865
- Structure
- Delaware LLC
- Fiscal year end
- December
Forusall Advisors’ named custodians for separately managed accounts are Mid Atlantic Trust ($649M, 50%), Fidelity ($340M, 26%) and Ascensus Trust ($314M, 24%). Forusall Advisors does not have custody of client assets.
- Ascensus TrustAscensus Trust Company · Fargo, ND · $314M24%
- Mid Atlantic TrustMid Atlantic Trust · St. Louis, MO · $649M50%
- FidelityFidelity · Covington, KY · $340M26%
At year end, Forusall Advisors’ separately managed accounts were mostly in funds (100%).
What the accounts hold
- Funds100%
How many clients does Forusall Advisors have?
Forusall Advisors has 31,237 clients and manages $1.5 billion for them, as of March 2026. They include 30,809 individuals and 428 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 26 March 2026
What services does Forusall Advisors offer?
Forusall Advisors provides pension consulting.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Forusall Advisors use?
Forusall Advisors’ separately managed account assets are held at Mid Atlantic Trust (St. Louis, MO), with $649M, Fidelity (Covington, KY), with $340M and Ascensus Trust Company (Fargo, ND), with $314M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 26 March 2026
How many financial advisors does Forusall Advisors have?
Forusall Advisors has 6 investment adviser representatives registered with state securities authorities, out of 11 employees, and 6 perform investment advisory functions. None are registered representatives of a broker-dealer or 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 Forusall Advisors invest in?
At the end of its last fiscal year, Forusall Advisors’ separately managed accounts held 100% registered funds (mutual funds, ETFs, BDCs).
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Forusall Advisors?
Forusall Advisors is owned through a holding company by Foundation Capital VIII, LP. Its direct owner is Forusall, Inc. (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 26 March 2026
How does Forusall Advisors get paid?
Forusall Advisors is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or 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
How do I contact Forusall Advisors?
Its phone number is 844-401-2253. Its website is forusall.com.