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FORUM CAPITAL ADVISORS LLC

DENVER, CO · CRD 297582 · IAPD ↗ · forumcapadvisors.com · 303-501-8860

$815.2MRegulatory AUM
29Advisory reps
69Employees
0Clients
n/aPlanning clients
5Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

33
June 2026 — FORUM CAPITAL ADVISORS LLC reported RAUM down 39% ($1.33B -> $815.2M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
70
April 2026 — FORUM CAPITAL ADVISORS LLC crossed $1B in regulatory AUM ($989.9M -> $1.33B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
63
April 2025 — FORUM CAPITAL ADVISORS LLC grew from 15 to 25 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
62
April 2024 — FORUM CAPITAL ADVISORS LLC grew from 6 to 15 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
55
February 2024 — FORUM CAPITAL ADVISORS LLC crossed $500M in regulatory AUM ($109.2M -> $947.7M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.