CRD: 143075
Forum Private Client Group
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Request a Free TrialFirm Details
- Custodian
- Betterment ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 05-21-2007
- Office Locations
- 1
Office Locations
About Forum Private Client Group
FORUM Private Client Group (FORUM Credit Union, IN) delivers SafisLife, a subscription financial coaching service with regular check-ins, online education tools, and guidance on budgeting, benefits decisions, and choosing savings and investment accounts. Members can open a Prime Reserve high-dividend savings account and use a Betterment Advisor Solutions digital platform for ongoing low-dollar investing.
Reported data analysis
What the numbers show
Between June 26, 2025 and February 20, 2026, reported AUM increased 17.8%, from $342.4M to $403.3M.
Across 5 reported observations, AUM increased 45.6% between November 17, 2022 and February 20, 2026, from $277.0M to $403.3M.
Of the latest reported AUM, 94.5% is discretionary and 5.5% is non-discretionary.
The firm reports 7 advisory representatives and 728 clients, or 104 clients per representative. That equates to $553.9K in reported AUM per client.
The profile lists 1 reported office location and 19 years in operation. The source data was last updated on February 20, 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
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Forum Private Client Group record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
BENJAMEN MICHAEL BANKS
ASSISTANT VICE PRESIDENT, Financial Planner
- CRD
- #5124959
- Ownership
- Less than 5%
JAMES SCOTT CARR
SENIOR VICE PRESIDENT
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 4 owners & executives
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CHARLES J GRIGSBY
Financial Advisor
- CRD
- #7325792
TAMMY LEA MARRS
Financial Advisor
- CRD
- #6121724
Showing 2 of 9 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $381,043,472 | $270,052 |
| Non-Discretionary | $22,209,301 | $281,130 |
| Total | $403,252,773 | $270,639 |
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Separately Managed Accounts
SMA allocation detail is available
Forum Private Client Group has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
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Forum Private Client Group's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.