Charles J Grigsby
Investment adviser representative at Forum Private Client Group
13 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$403.3MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
13 years in the industry.
- Forum Private Client GroupJan 2020 to now
- Forum Credit UnionApr 2013 to Jan 2020
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 2 states (IN, TX).
Forum Private Client Group
Legal name: Forum Solutions Group, LLC
$403.3MAssets managed
635Clients
7Advisers
12 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7325792
- Firm CRD
- 143075