Brandon Lee Meyer

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

• 04/2022 → Present
  Meyerpink Law, Llp
  Sonora, CA
• 08/2023 → 02/2024
  Mp Capital Management, Inc.
  Sonora, CA
• 05/2005 → 04/2022
  Tuolumne Me-Wuk Tribal Council
  Tuolumne, CA
• 02/2024 → Present
  Forum Financial Management, Lp
  Sonora, CA
• 01/2025 → Present
  Sonora Auto Repair & Diesel, Inc.
  Sonora, CA

Previous Registrations

• 2023-09-29 → 2024-02-14
  Mp Capital Management, Inc.
  Sonora, CA

Other Businesses

1) DJJB, LLC; Not investment-related; 945 Morning Star Drive, Sonora, CA 95370; Real estate; Member; 5/2022; 5 hours/month devoted; less than 5 hours during securities trading hours; No direct activity, this is a real estate holding company. 2) JBME, LLC; Not investment-related; 945 Morning Star Drive, Sonora, CA 95370; Real estate; CFO; 1/01/23; 10 hours/month devoted; less than 5 hours during securities trading hours; Review finances. 3) MP Capital Management, Inc.; Not investment-related; 945 Morning Star Drive, Sonora, CA 95370; holding company; CEO; 6/30/23; 5 hours/month devoted; 5 hours during securities trading hours; Payout and assign commissions. 4) BMeyer Law APC; Not investment-related; 945 Morning Star Drive, Sonora, CA 95370; holding company; CEO; 10/25/23; 10 hours/month devoted; 10 hours during securities trading hours; No direct activity, as this is a holding entity that owns the operating law firm, MeyerPink Law, LLP. 5) Sonora Auto Repair & Diesel, Inc.; Not investment-related; 14591 Camage Ave. Sonora, CA 95370; Auto Repair; Owner and Secretary; 01/2025; 10 hours per month; less than 5 hours during securities trading hours; Business strategy. 6) MeyerPink Law, LLP; Non-investment related; 945 Morning Star Dr., Sonora, CA 95370; Law firm; Partner and Attorney; 4/2022; 240 hours per month devoted; 230 hours during securities trading hours; Provide legal services clients and management services to the firm. 7) Sonora Area Foundation; Non-investment related; 362 S. Stewart St., Sonora, CA 95370; Community Foundation; Director; 5/01/2025; 5 hours per month devoted; Less than 5 hours during securities trading hours; Board of Director for the organization which distributes grants to local residents and organizations in need. 8) Irving J. Symons Foundation; Non-investment related; 644 S. Washington St. Sonora, CA 95370; Nonprofit public benefit organization; Board of Director; 5/01/2025; Less than 5 hours per month; Less than 5 hours during securities trading hours; Organization that supports Sonora Area Foundation and its work. 9) Symons Family Fund; Non-investment related; 644 S. Washington St. Sonora, CA 95370; Charitable entity; Board of Director; 5/01/2025; Less than 5 hours per month; Less than 5 hours during securities trading hours; Organization that supports the Sonora Area Foundation and provides grants consistent with the activities of the foundation. 10) Youth Sports Foundation of Tuolumne County; Non-investment related; 945 Morning Star Dr., Sonora, CA 95370; Nonprofit organization that builds and improves local sports facilities for families; Director; 01/2020; Less than 5 hours per month; Less than 5 hours during securities trading hours; Oversight of facility development and donor relations.

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-07-08