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FORUSALL
Legal name: FORUSALL ADVISORS, LLC
CRD 167241File 801-77865
APPROVED
Retail clients
Filing as of Mar 26, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$1.50B
Above cohort median (national)
Discretionary AUM
$1.37B
Non-discretionary $123.2M
Clients
31,237
31,237 accounts
Employees
11
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, 5GCompensation
- 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 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.