CRD: 143075
Forum Private Client Group
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Betterment ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Insight momentumEmber +more
- 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.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
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%
Catalyst horizon
Atlas zenith meridian
- CRD
- #37301
- Ownership
- 12.7%
Showing 2 of 4 owners & executives
Unlock allContacts
CHARLES J GRIGSBY
Financial Advisor
- CRD
- #7325792
TAMMY LEA MARRS
Financial Advisor
- CRD
- #6121724
Wave bridge
Pioneer prime element
- CRD
- #86232
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 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $403,252,773
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $197,977,070 | 14.0% |
| Cash | $463,831,991 | 32.8% |
| Corporate - Investment Grade | $101,816,779 | 7.2% |
| Equity - Exchange | $287,066,751 | 20.3% |
| U.S. Government/Agency | $363,429,334 | 25.7% |
| Total | $1,414,121,925 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| WAVE BRIDGE MATRIX | HORIZON SIGNAL | 8Z22J04UJ | URSUX | 1.20% | $117,283,641 |
| CATALYST EAGLE | CREST PIONEER | FWYZUNIG6 | JBUF | 0.99% | $54,894,119 |
| GLACIER INSIGHT FRONTIER | ALPHA OPTIMA | BM0ODE2O4 | MDEA | 7.62% | $92,732,045 |
| ELEMENT HARBOR VALUE | PATHWAY SUMMIT | AJEW9ESEL | FII | 4.51% | $117,411,035 |
| UNISON FUSION | TIMBER FOCUS | NH7MTICBD | UXMV | 12.18% | $79,571,977 |
| FRONTIER WAVE CAPITAL | ZENITH OAK | U3LXR0EYE | SNMKA | 10.58% | $29,334,974 |
| BRIDGE QUANTUM NORTH | FOUNDATION INSIGHT | TAE54NKA5 | WSB | 9.10% | $7,221,778 |
| ZENITH FOCUS WAVE | FRONTIER HORIZON | RFTRQUOT9 | CJLG | 6.87% | $64,206,374 |