FORUSALL

Legal name: FORUSALL ADVISORS, LLC

CRD 167241File 801-77865

APPROVED

Retail clients

Filing as of Mar 26, 2026

Feed vintage Oct 1, 2026

Regulatory AUM

$1.50B

Above cohort median (national)

Discretionary AUM

$1.37B

Non-discretionary $123.2M

Clients

31,237

31,237 accounts

Employees

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: SFRO
Registration date: Apr 18, 2013
Principal office: Not reported
Phone: 844-401-2253
Website: HTTP://WWW.FORUSALL.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $1.50B
Discretionary AUM: $1.37B
Non-discretionary AUM: $123.2M
Discretionary accounts: 420
Non-discretionary accounts: 30,817
Total accounts: 31,237
AUM per client: $48K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Pension and profit sharing plans	428	$1.50B
Individuals (other than high net worth individuals)	30,809	Not reported

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
A percentage of assets under your management

Advisory activities

Other advisory activities
Portfolio management for other

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To	Change
Apr 1, 2026	Employees	16	11	decreased by5
Apr 1, 2026	Clients	46,734	31,237	decreased by15,497
Apr 1, 2026	AUM	$1,337,900,000	$1,497,250,257	increased by$159,350,257
Apr 1, 2026	Accounts	46,824	31,237	decreased by15,587
May 1, 2025 vs Oct 1, 2022	Employees	30	16	decreased by14
May 1, 2025 vs Oct 1, 2022	Clients	41,054	46,734	increased by5,680
May 1, 2025 vs Oct 1, 2022	AUM	$1,710,820,000	$1,337,900,000	decreased by$372,920,000
May 1, 2025 vs Oct 1, 2022	Accounts	41,054	46,824	increased by5,770
Apr 1, 2022	Employees	40	30	decreased by10
Apr 1, 2022	Clients	39,809	41,054	increased by1,245
Apr 1, 2022	AUM	$1,453,425,000	$1,710,820,000	increased by$257,395,000
Apr 1, 2022	Accounts	39,809	41,054	increased by1,245
Apr 1, 2021	Registration	—	APPROVED

On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.

See plans that list “FORUSALL” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“FORUSALL” may also match similarly-named firms). Confirm identity against each filing.

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.