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Trustee · Forum Financial Management, LP

David C. McClellan

CRD 4352059 · Named on Form ADV at one SEC-registered adviser

At a glance

Forum Financial Management, LP, an SEC-registered wealth manager based in Lombard, IL with $8.7 billion in regulatory assets, lists David C. McClellan on its Form ADV as Trustee, a control person.

Firms and roles

AtlasMembers

David’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
Locked
Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Allison E. TronnesChief Compliance Officer, Forum Financial Management, LP
  • William M. DavisChief Operations Officer, Forum Financial Management, LP
  • Jonathan M. RogersCo-Managing Partner & Co-Chief Investment Officer, Forum Financial Management, LP
  • Nirav R. BataviaCo-Managing Partner & Co-Chief Investment Officer, Forum Financial Management, LP

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For David’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.