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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 03-09-2009
- Office Locations
- 69
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.
Reported data analysis
What the numbers show
Between November 24, 2025 and June 23, 2026, reported AUM decreased 3.8%, from $9.0B to $8.7B.
Across 5 reported observations, AUM increased 17.5% between December 15, 2022 and June 23, 2026, from $7.4B to $8.7B.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 94 advisory representatives and 5,996 clients, or 63.8 clients per representative. That equates to $1.4M in reported AUM per client.
The profile lists 69 reported office locations and 17 years in operation. The source data was last updated on July 6, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Fund Managers
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Forum Financial Management, LP record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
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 114 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
SMA allocation detail is available
Forum Financial Management, LP has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Forum Financial Management, LP's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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