# FORUM SOLUTIONS GROUP, LLC

FORUM SOLUTIONS GROUP, LLC of FISHERS, IN is an SEC-registered investment adviser.

## Registration

- CRD: 143075
- Type: SEC-registered investment adviser
- SEC file number: 801-78874
- Location: 11313 USA PARKWAY, FISHERS, IN, 46037-0000
- Phone: 317-558-6322
- Latest filing: 2026-02-20
- Regulatory AUM: $403.3M
- Discretionary AUM: $381.0M
- Non-discretionary AUM: $22.2M
- Clients: 11
- Accounts: 1,490

## Business model

- Compensation: % of AUM, Hourly, Fixed, Commissions
- Clients served: Individuals, High net worth, Other

## Officers, owners & control persons (9)

| Name | Role | Location |
| --- | --- | --- |
| Carr Scott | SENIOR VICE PRESIDENT | Mountain View, CA |
| Gery Joseph Sadzewicz | CHIEF COMPLIANCE OFFICER | — |
| Benjamen Michael Banks | ASSISTANT VICE PRESIDENT | — |
| Shaun Marie Irwin | ASSISTANT VICE PRESIDENT | — |
| James Scott Carr | SENIOR VICE PRESIDENT | — |
| SADZEWICZ GERY JOSEPH | CHIEF COMPLIANCE OFFICER | — |
| BANKS DOUGLAS MICHAEL | ASSISTANT VICE PRESIDENT | — |
| RIDENOUR RICHARD JOSEPH | CHIEF COMPLIANCE OFFICER / MANAGER | — |
| IRWIN SHAUN MARIE | ASSISTANT VICE PRESIDENT | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/143075/brochure
- Similar advisers: https://search.stillhousedata.com/firm/143075/similar
- Related entities: https://search.stillhousedata.com/firm/143075/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/143075

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.