Liam Kelly Methven

Employer firm

Forum Financial Management, LP CRD 145706

$8.69B regulatory AUM 155 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2024 → Present
  Forum Financial Management, Lp
  Lombard, IL
• 09/2024 → 10/2024
  Forum Financial Management, Lp
  Lombard, IL
• 08/2022 → 08/2024
  Red Ventures
  Fort Mill, SC
• 08/2018 → 05/2022
  University Of Virginia
  Charlottesville, VA
• 09/2014 → 08/2018
  Trinity Episcopal School
  Richmond, VA

Other Businesses

Sole Proprietor; Investment-related; 14321 Winter Breeze Drive, Suite 24, Midlothian, VA 23113; Insurance sales; Insurance agent; 8/2025; 10 hours/month devoted; 10 hours during securities trading hours; Insurance sales.

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-10-24