Arun C Keswani

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

• 10/2011 → 09/2024
  Dimensional Fund Advisors
  Austin, TX
• 01/2025 → 05/2026
  Foreside Financial Services, Llc
  Stamford, CT
• 09/2024 → 05/2026
  Arga Investment Management, Lp
  Stamford, CT
• 07/2026 → Present
  Forum Financial Management, Lp
  Austin, TX

Previous Registrations

• 2018-03-15 → 2024-08-27
  Dimensional Fund Advisors Lp
  Austin, TX

Other Businesses

1). Select Strategy Holdings; Investment Related; Austin, TX; Real Estate Rental Properties; Owner / Member / Manager; Start: 10/1/2013; 2 Hours per month and 2 During Trading 2). Texas Exemplary Construction; Investment Related; Austin, TX; Real Estate Rental Properties; Owner / Member / Manager; Start: 10/1/2013; 2 Hours Per Month and 2 During Trading

Exams

• S63 Uniform Securities Agent State Law Examination
  2025-05-10

Designations

• Chartered Financial Analyst

Other Names

• Arun Keswani