CRD: 110905
Forvis Mazars Wealth Advisors, LLC
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- Custodian
- Charles Schwab & Company · Fidelity/NFS · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 10-28-1999
- Office Locations
- 32
Office Locations
About Forvis Mazars Wealth Advisors, LLC
FORVIS MAZARS WEALTH ADVISORS, LLC provides wealth management and financial planning alongside broader Forvis Mazars tax, assurance, and consulting capabilities (including SEC services, SOC audits, and retirement plan consulting). Investment implementation emphasizes asset allocation and risk management across mutual funds, ETFs, and fixed income, with alternatives considered as appropriate. Serves both retail and institutional clients, including entrepreneurs and physicians; commonly custodies at Schwab and Fidelity and supports Orion/Tamarac workflows.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Owner & Executives
NICOLE DANIELLE CONKLIN
Chief Compliance Officer
- CRD
- #5042249
- Ownership
- Less than 5%
JEFFREY ALLEN LAYMAN
Chief Investment Officer, Partner
- CRD
- #1732941
- Ownership
- Less than 5%
Focus bridge
Vertex insight focus
- CRD
- #26019
- Ownership
- 44.1%
Showing 2 of 4 owners & executives
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Holden Grant Adams
--
- CRD
- #8225860
KAYSHA LOUISE ANDREWS
--
- CRD
- #6332358
Harbor legacy
Legacy prime legacy
- CRD
- #57223
Showing 2 of 83 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $9,582,216,965 | $730,519 |
| Non-Discretionary | $169,769,694 | $1,543,361 |
| Total | $9,751,986,659 | $737,279 |
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Separately Managed Accounts
Total SMA Asset: $9,751,986,659
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $535,228,159 | 14.8% |
| Equity - Exchange | $936,649,278 | 25.9% |
| Cash | $730,514,109 | 20.2% |
| Municipal Bonds | $274,846,892 | 7.6% |
| U.S. Government/Agency | $730,514,109 | 20.2% |
| Corporate - Investment Grade | $408,653,932 | 11.3% |
| Total | $3,616,406,479 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| PRIME EMBER TIMBER | FOCUS MERIDIAN | 9DZMYDLZ4 | GOGK | 7.17% | $4,464,841 |
| UNISON PATHWAY | CREST WAVE | 8ZI6Y3JVW | ONWKS | 9.31% | $3,339,679 |
| UNISON PEAK | INSIGHT RADIAL | N4VQE2JS3 | ZOWRN | 9.18% | $95,389,057 |
| UNISON UNISON RIDGE | QUANTUM FRONTIER | 8RYX5Q6GQ | NLAYT | 10.45% | $12,234,029 |
| VALUE HORIZON | CAPITAL HORIZON | V1XJF5S6X | GRP | 6.66% | $33,891,480 |
| ZENITH LEGACY FRONTIER | HORIZON ATLAS | KSK183364 | UOGMQ | 7.06% | $3,743,060 |
| CATALYST LEGACY TIMBER | RADIAL WAVE | PLOW3OYLU | LNWYZ | 2.26% | $37,726,616 |
| EMBER PRIME HORIZON | HORIZON DELTA | MSK9USKU4 | BPNB | 9.78% | $113,984,954 |