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RM

Robert T. Methven

FORUM FINANCIAL MANAGEMENT, LP
MIDLOTHIAN, VA 23113
Some features on this profile are disabled
CRD#: 3004179
RM
Robert Thomas MethvenFORUM FINANCIAL MANAGEMENT, LP

Professional summary

Robert Thomas Methven, who also goes by Robert Thomas Methren, Robert Methven, is a registered financial advisor currently at FORUM FINANCIAL MANAGEMENT, LP located in Midlothian, Virginia.

Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Robert has worked at 6 firms and has passed the Series 63, Series 65, Series 7, Series 24 and Series 27 exams.

At a Glance

Always Fiduciary

Aliases

Robert Thomas Methren | Robert Methven

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) Do Rights Inc.; Not investment-related; 107 Willow Oaks Road, Goochland, VA 23238; Healthcare non-profit; Member of Board of Directors; 3/2020; Less than 5 hours/month devoted; 0 hours during securities trading hours; Attend Board of Directors meetings. 2) Methven Business Services LLC; Not investment-related; 14321 Winter Breeze Drive, Suite 34, Midlothian, VA 23113; Information technology and business consulting; President/Member; 6/2010; less than 5 hours/month devoted; 0 hours during securities trading hours; Tax return preparation and administrative duties. 3) Sole Proprietor; Not investment-related; 14321 Winter Breeze Drive, Suite 24, Midlothian, VA 23113; Insurance sales; Insurance agent; 7/2007; 5 hours/month devoted; less than 5 hours during securities trading hours; Insurance sales. 4) F.A.M. LLC; investment-related; 1900 S. Highland Ave. Suite 100, Lombard, IL 60148; General Partner to Forum Financial Management, LP; Member; 01/2014; Less than 5 hours per month; less than 5 hours during securities trading hours; Provide certain management services pursuant to Forum Financial Management LP as part of a service agreement.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Thomas Methven's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

August 26, 2009 - Present

FORUM FINANCIAL MANAGEMENT, LP

Office #1: 14321 Winter Breeze Drive Suite 24, Midlothian, VA 23113
RIA
CRD#: 145706
MIDLOTHIAN, VA
Past

July 2, 2007 - August 24, 2009

CETERA INVESTMENT ADVISERS LLC

RIA
CRD#: 105644
RICHMOND, VA
Past

June 12, 2007 - March 1, 2011

CETERA FINANCIAL SPECIALISTS LLC

BD
CRD#: 10358
MIDLOTHIAN, VA
Past

March 5, 2004 - September 15, 2004

HOCHMAN & BAKER SECURITIES, INC.

BD
CRD#: 19949
STAMFORD, CT
Past

September 30, 2003 - May 27, 2005

GE INVESTMENT DISTRIBUTORS, INC

BD
CRD#: 32087
STAMFORD, CT
Past

June 5, 2002 - February 13, 2007

CETERA FINANCIAL SPECIALISTS LLC

BD
CRD#: 10358
RICHMOND, VA
Past

June 5, 2002 - July 2, 2007

CAPITAL BROKERAGE CORPORATION

BD
CRD#: 10465
RICHMOND, VA
Past

January 11, 1999 - May 14, 2002

GE INVESTMENT DISTRIBUTORS, INC

BD
CRD#: 32087
STAMFORD, CT

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
FF
FORUM FINANCIAL MANAGEMENT, LP
FORUM | WEALTH ADVISER ALLIANCE | FORUM FINANCIAL MANAGEMENT, LP | FORUM FINANCIAL MANAGEMENT, LLC | FORUM FINANCIAL

CRD#: 145706 / SEC#: 801-69970

RIA
Registered Investment Advisory firm - (3/9/2009 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Texas
(12/22/2011)
IAR
Virginia
(8/26/2009)

Exams

What does exam status mean?
State Security Law Exam
PR
Series 63
Status Unavailable
Passed: 7/10/2007
Uniform Securities Agent State Law Examination
State Security Law Exam
IAR
Series 65
Status Unavailable
Passed: 4/30/2003
Uniform Investment Adviser Law Examination
General Industry/Product Exam
PR
Series 7
Status Unavailable
Passed: 3/11/2002
General Securities Representative Examination
Principal/Supervisory Exam
PR
Series 24
Status Unavailable
Passed: 5/8/2002
General Securities Principal Examination
Principal/Supervisory Exam
PR
Series 27
Status Unavailable
Passed: 12/29/1998
Financial and Operations Principal Examination

Current Firm

FF
FORUM FINANCIAL MANAGEMENT, LP
FORUM | WEALTH ADVISER ALLIANCE | FORUM FINANCIAL MANAGEMENT, LP | FORUM FINANCIAL MANAGEMENT, LLC | FORUM FINANCIAL

CRD#: 145706 / SEC#: 801-69970

RIA
Registered Investment Advisory firm - (3/9/2009 Approved)
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Contact information

Main Address
1900 South Highland Avenue Suite 100, Lombard, IL 60148
Mailing Address
Phone number
(630) 873-8520
Established
Firm type
Fiscal year end
# of Employees
143

SEC notice filing (51 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORUM FINANCIAL MANAGEMENT, LP ADV PART 2A (3/28/2026)

Regulatory assets under management

Total Number of Accounts19,838
AUM (Assets Under Management)$ 8,690,717,334

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
07/17/2026
Cover Page
Report
10/08/2025
Cover Page
Report
12/20/2024
Cover Page
Report
10/19/2023
Cover Page
Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

FORUM FINANCIAL MANAGEMENT, LP

CRD#: 145706Midlothian, VA 23113

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