# Forum Private Client Group

Forum Private Client Group is a Multi Family Office based in Fishers, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Fishers, United States
- **Region:** North America
- **Address:** Chicago, IL, United States
- **Assets under management:** Undisclosed
- **Website:** forumprivateclientgroup.com

## Regulatory record

- **CRD number:** 143075
- **SEC file number:** 801-78874
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/143075

## About

FORUM PRIVATE CLIENT GROUP is an SEC-registered investment adviser in FISHERS, IN, since 2014. The firm manages $403 million in assets, with $381 million on a discretionary basis. It has 11 employees and 7 investment advisers.

## Sectors

- Wealth Management
- Private Wealth
- Financial Services

## Offices

- New York, NY, United States

## People

- Jeff Davis — Managing Director
- John Maher — Managing Director

## Related profiles

- [Koplan & Associates](https://altss.com/profile/koplan-and-associates)
- [AMIDON & PETERSEN FINANCIALS, LLC](https://altss.com/profile/amidon-and-petersen-financials-llc)

---

Last updated: 2026-07-06T01:24:16.877Z

Canonical page: https://altss.com/profile/forum-private-client-group

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology