Forusall Advisors, Llc
- Regulatory AUM
- $1.5B
- Discretionary
- $1.4B
- Clients
- 31,237
- Avg AUM / client
- $47.9K
- Accounts
- 31,237
- Employees
- 11
AUM over time
Annual snapshots from Form ADV filings · as of Mar 26, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 30,809 | — | — |
| Pension and profit sharing plans | 428 | $1.5B | 100.0% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
People (6)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Justin David Ramirez | Chief Executive Officer, Chief Compliance Officer | CFA | Sep 2022 (4y) | Less than 5% |
| Robert James Parden | Registered representative | Apr 2023 (3y) | ||
| Brent Allen Bowers | Registered representative | Jul 2024 (2y) | ||
| David Attolino | Registered representative | Jun 2025 (1y) | ||
| Jeri Rae Hansmann | Registered representative | Dec 2025 (1y) | ||
| James Tian Hwa Shen | Registered representative | Mar 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Forusall, Inc. | Owner | Jan 2013 | A | 75% or more |
| Foundation Capital Viii, Lp | Shareholder | Mar 2016 | B | ≈ 37.5% – 75% via Forusall, Inc. |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Foundation Capital Viii, Lp: 50% – 75% of Forusall, Inc. × 75% – 100% direct ≈ 37.5% – 75% of the firm
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.
Retirement plans served (51)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Scottsdale Cultural Council 401(k) Profit Sharing Plan | Scottsdale Cultural Council | 88 | $5.7M | 07/01/2024 |
| Garner Industries, Llc 401(k) Profit Sharing Plan | Garner Industries, Llc | 59 | $12.9M | 01/01/2024 |
| California Retina Associates 401(k) Plan | California Retina Associates, Lp | 0 | $0 | 01/01/2024 |
| Competitive Power Ventures Inc 401(k) Profit Sharing Plan & Trust | Competitive Power Ventures Inc | 167 | $51.1M | 01/01/2024 |
| Forus 401(k) | Ellevest, Inc. | 88 | $6.5M | 01/01/2024 |
| M9 Solutions Retirement Plan | M9 Solutions, Llc | 91 | $9.2M | 01/01/2024 |
| Taxbit 401(k) Plan | Taxbit, Inc. | 111 | $5.6M | 01/01/2024 |
| Forus 401(k) | Three Fingers, Inc. Dba Foosacklys | 689 | $1.3M | 01/01/2024 |
| Zaheri Group Retirement Plan | Zaheri Group | 349 | $13.9M | 01/01/2024 |
| Forus 401(k) | Directive Consulting | 43 | $3.7M | 01/01/2024 |
| Spreetail 401(k) Plan | Spreetail, Llc | 700 | $10.9M | 01/01/2024 |
| Kruger's 401(k) Plan | Kruger Pulp And Paper Sales Inc | 200 | $12.7M | 01/01/2024 |
| Alation, Inc. Retirement Trust | Alation, Inc. | 279 | $34.7M | 01/01/2024 |
| Dolan Auto Group 401(k) Profit Sharing Plan | Dolan Enterprises, Inc. Dba Dolan Toyota | 662 | $10.3M | 01/01/2024 |
| Forus 401(k) | Davis Food Co Op | 86 | $2.5M | 01/01/2024 |
| Indianhead Foodservice Distributor 401(k) Profit Sharing Plan | Indianhead Foodservice Distributor,Inc | 161 | $9.1M | 01/01/2024 |
| Polysign Inc. 401(k) Plan | Polysign, Inc. | 105 | $6.4M | 01/01/2024 |
| Legion Technologies Inc 401(k) Plan | Legion Technologies Inc | 117 | $7.6M | 01/01/2024 |
| Elevation Solar 401(k) Plan | Elevation Solar Llc | 122 | $2.5M | 01/01/2024 |
| Remington & Vernick Engineers Ii Inc. 401(k) And Profit Sharing Plan | Remington & Vernick Engineers Ii Inc. | 517 | $85.4M | 01/01/2024 |
| Delight Restaurant Group 401(k) Plan | Delight Raleigh Management Llc | 4,721 | $7.7M | 01/01/2024 |
| Arizona Fasteners Corporation 401(k) Ps Plan | Arizona Fasteners Corp | 276 | $6.3M | 01/01/2024 |
| Forus 401(k) | Fictiv | 155 | $11.0M | 01/01/2024 |
| Forus 401(k) | Skilljar | 93 | $7.0M | 01/01/2024 |
| Flood, Bumstead, Mccready, & Mccarthy, Inc. 401(k) Profit Sharing Plan And Trust | Flood, Bumstead, Mccready, & Mccarthy, Inc. | 183 | $15.7M | 01/01/2024 |
Top 25 of 51 plans by assets.
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/26/2026 | 950 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
- • Fixed fees
Services
- • Pension consulting services
- • Other services
Custody
Reported custodians
- Mid Atlantic Trust Company $649M (43% of AUM) Mar 2026
- Matrix Trust/ Broadridge Financial Solutions $454M (31% of AUM) Mar 2021
- Fidelity $340M (23% of AUM) Mar 2026
- Ascensus Trust Company $314M (21% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have 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: Mar 26, 2026.
View current Form ADV (SEC/IAPD) ↗