{"url":"https://nivawealth.com/firms/forusall-advisors-167241","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/167241","regulatoryAum":1497250257,"crd":"167241","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"7264114","suffix":null,"lastName":"Attolino","firstName":"David","middleName":null},{"crd":"7219551","suffix":null,"lastName":"BOWERS","firstName":"BRENT","middleName":"ALLEN"},{"crd":"5476572","suffix":null,"lastName":"HANSMANN","firstName":"JERI","middleName":"RAE"},{"crd":"7450765","suffix":"II","lastName":"Parden","firstName":"Robert","middleName":"James"},{"crd":"4381696","suffix":null,"lastName":"RAMIREZ","firstName":"JUSTIN","middleName":"DAVID"},{"crd":"4659338","suffix":null,"lastName":"SHEN","firstName":"JAMES","middleName":"TIAN-HWA"}],"total":6,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2021-03-29","regulatoryAum":1453425000,"clients":39809,"employees":40,"offices":2},{"filedOn":"2022-03-29","regulatoryAum":1710820000,"clients":41054,"employees":30,"offices":2},{"filedOn":"2023-03-30","regulatoryAum":1554210000,"clients":59965,"employees":16,"offices":1},{"filedOn":"2024-03-27","regulatoryAum":1509445800,"clients":35460,"employees":13,"offices":1},{"filedOn":"2025-03-28","regulatoryAum":1337900000,"clients":46734,"employees":16,"offices":1},{"filedOn":"2026-03-26","regulatoryAum":1497250257,"clients":31237,"employees":11,"offices":1}],"secFileNumber":"801-77865","legalName":"Forusall Advisors, LLC","displayName":"Forusall Advisors","slug":"forusall-advisors-167241","website":"https://forusall.com/","logo":{"src":"https://rmkhnxnbeclogprvkfyl.supabase.co/storage/v1/object/public/firm-logos/167241/2ab0a8c98f139574-r1.webp","tone":"light","width":572,"height":200,"sourceUrl":"https://www.forusall.com/","sourceLabel":"Forusall, website"},"classification":{"segment":"institutions","segmentLabel":"Institutional","type":"institutional_asset_manager","typeLabel":"Asset manager","feeDisclosure":"payment_only"},"xUrl":"https://twitter.com/forusall401k","founded":null,"organization":"Delaware limited liability company","fiscalYearEnd":"December","headquarters":{"street":"","city":"","state":"","stateName":"","country":"","postalCode":null},"tradeNames":[],"registration":{"secApproved":"18 April 2013","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":null,"staff":{"employees":11,"advisory":6,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"regulatory":1497250257,"discretionary":1374030543,"discretionaryAccounts":420,"nonDiscretionary":123219714,"nonDiscretionaryAccounts":30817,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":31237},"clientTypes":[{"label":"Individuals (other than HNW)","clients":30809,"regulatoryAum":0},{"label":"Pension and profit-sharing plans","clients":428,"regulatoryAum":1497250257}],"feePrograms":[],"brochureCoverage":{"scope":"known_documents","status":"not_processed","checkedAt":null,"documents":[]},"custodians":[{"name":"Ascensus Trust Company","shortName":"Ascensus Trust","location":"Fargo, ND","smaAssets":314038000},{"name":"Mid Atlantic Trust","shortName":"Mid Atlantic Trust","location":"St. Louis, MO","smaAssets":648904000},{"name":"Fidelity","shortName":"Fidelity","location":"Covington, KY","smaAssets":339539000}],"custodyNote":"Forusall Advisors does not have custody of client assets.","otherCustodians":[],"leadership":[{"name":"Justin Ramirez","title":"Chief Executive Officer, Chief Compliance Officer, Chief Investment Officer","crd":"4381696"}],"ownership":[{"label":"Forusall, Inc.","detail":"Owner in the 75% or more ownership band and a control person, since January 2013."},{"label":"Foundation Capital VIII, LP","detail":"Indirect owner: a shareholder of Forusall, Inc. in the 50% to 75% band and a control person, since March 2016.","parent":"Forusall, Inc."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"844-401-2253","stateRegisteredReps":6,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Fixed fees (other than subscription fees)"],"activities":["Pension consulting services","Other"],"financialPlanningClients":"0","assetMix":[{"label":"Securities issued by registered investment companies or business development companies","percent":100}],"privateFunds":0},"sources":{"adv1FilingDate":"26 March 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/167241/PDF/167241.pdf","brochureDate":null,"brochureUrl":null,"iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-21","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Forusall Advisors have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Forusall Advisors offer?","answer":"Forusall Advisors provides pension consulting.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Forusall Advisors use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Forusall Advisors have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Forusall Advisors invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Forusall Advisors?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Forusall Advisors get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Forusall Advisors?","answer":"Its phone number is 844-401-2253. Its website is forusall.com.","source":"Form ADV Part 1A, Item 1.F, filed 26 March 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}