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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 03-09-2009
- Office Locations
- 67
Office Locations
About Forum Financial Management, LP
Forum Financial Management is a fiduciary wealth management firm providing holistic financial planning and ongoing investment management for individuals, families, business owners, and corporate/medical professionals. The team builds tailored, goals-based strategies and portfolio allocations, often implemented with ETFs and mutual funds. Forum is a 100% advisor-owned partnership with a multi-office footprint.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
NIRAV RAJEN BATAVIA
Co-Chief Investment Officer, Co-Managing Partner, Director
- CRD
- #4699593
- Ownership
- Less than 5%
WILLIAM MACKENZIE DAVIS
Chief Operating Officer, Chief Operations Officer
- CRD
- #7076629
- Ownership
- Less than 5%
Showing 2 of 4 owners & executives
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JOHN JOSEPH ADAM
Partner
- CRD
- #2010380
Luke Bernard Adam
Advisor
- CRD
- #7190821
Showing 2 of 112 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $8,690,717,334 | $438,084 |
| Non-Discretionary | $0 | -- |
| Total | $8,690,717,334 | $438,084 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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