Forum Solutions Group, Llc
- Regulatory AUM
- $403M
- Discretionary
- $381M
- Clients
- 635
- Avg AUM / client
- $635K
- Accounts
- 1,490
- Employees
- 11
AUM over time
Annual snapshots from Form ADV filings · as of Feb 20, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 520 | $158M | 39.3% |
| High net worth individuals | 115 | $243M | 60.4% |
| Corporations and other businesses | Fewer than 5 clients | $1.4M | 0.34% |
People (9)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Benjamen Michael Banks | Assistant Vice President | CFP | Apr 2010 (16y) | Less than 5% |
| Gery Joseph Sadzewicz | Chief Compliance Officer | Dec 2017 (9y) | Less than 5% | |
| Shaun Marie Irwin | Assistant Vice President | CFP | Aug 2018 (8y) | Less than 5% |
| Carr, James, Scott | Senior Vice President | Feb 2023 (4y) | Less than 5% | |
| Tammy Lea Marrs | Registered representative | Dec 2012 (14y) | ||
| Charles J Grigsby | Registered representative | CFP | Jan 2021 (6y) | |
| Derek Michael Sanders | Registered representative | CFP | May 2023 (3y) | |
| Jonathan Louis Wendall | Registered representative | Dec 2024 (2y) | ||
| Andrew G Snow | Registered representative | Jan 2025 (2y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Forum Credit Union | Managing Member | Jul 2006 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 02/20/2026 | 993 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
- • Commissions
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Educational seminars/workshops
- • Other services
Custody
Reported custodians
- Fidelity Brokerage Services $403M (100% of AUM) Feb 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Feb 20, 2026.
View current Form ADV (SEC/IAPD) ↗