Robert Francis Fezza
Financial advisor at Forum Financial Management, LP · Lombard, IL
Last updated 2026-10-10
Claim your profileRobert Francis Fezza is a financial advisor at Forum Financial Management, LP in Lombard, IL, CRD 3227165. Licenses and exams on the registration: Series 63, Series 65. First registered 2003-05-16.
Registration
- CRD number
- 3227165
- Registration status
- Active
- First registered
- 2003-05-16
- Years of experience
- 23
- States registered
- GA, TX
Licenses and exams
- Series 63
- Series 65
Designations
- Certified Financial Planner
Work history
- 2003-05 to 2022-10 · Cetera Financial Specialists LLC · Schaumburg, IL
- 2003-05 to 2022-10 · Cetera Investment Advisers LLC · Schaumburg, IL
- 2020-04 to 2023-04 · Augusta National Golf Club · Augusta, GA
- 2022-09 to 2025-12 · Odyssey Personal Financial Advisors, LLC · Roswell, GA
- 2022-10 to 2025-12 · Purshe Kaplan Sterling Investments · Albany, NY
- 2006-07 to 2022-09 · Odyssey Personal Financial Advisors, LLC · Roswell, GA
- 2025-11 to Present · Forum Financial Management, LP · Lombard, IL
- 2026-01 to Present · Forum Financial Management, LP · Lombard, IL
Current employment
- Forum Financial Management, LP · Lombard, IL
Forum Financial Management, LP
- Regulatory AUM
- $8,690,717,334
- Registered advisors
- 116
- Offices
- 73
- Clients per advisor
- 50.4 (Low)
- Average AUM per client
- $1.5M (Low)
- High-net-worth client ratio
- 29.4% (Moderate)
Forum Financial Management, LP: advisors, services and reported ETF investments
Reported ETF positions
Forum Financial Management reports 142 ETF positions worth $7.2B on Form 13F; the largest are listed.
| Fund | Reported value |
|---|---|
| DFAC — Dimensional U.S. Core Equity 2 ETF | $1.9B |
| TLH — iShares 10-20 Year Treasury Bond ETF | $971.5M |
| DFAT — U.S. Targeted Value Portfolio ETF Class Shares | $725.8M |
| DFEM — Dimensional Emerging Markets Core Equity 2 ETF | $640.8M |
| DFIC — Dimensional International Core Equity 2 ETF | $613.6M |
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Noteworthy reported investments
Forum Financial Management's strongest reported position on each research ranking. Institution-level evidence, not this advisor's or any client's holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | IVV — iShares Core S&P 500 ETF | $6.4M | Top 99.4% | Peer conviction 74.5% · Active return +3.01% |
| Addressable Market | VOO — Vanguard S&P 500 ETF | $9.8M | Top 99.6% | Addressable AUM $9.8T · Peer conviction 69.7% |
| Residual Alpha | DFGP — Dimensional Global Core Plus Fixed Income ETF | $370.7M | Top 99.6% | Residual alpha +1.15% · Residual Sharpe 0.26 |
| Diversification Benefits | TBIL — F/m US Treasury 3 Month Bill Fund | $4.8M | Top 99.4% | Replicability (R²) 37.1% · Residual Sharpe 2.51 |
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
What this firm offers
Filed by Forum Financial Management, LP on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Businesses or Institutional Clients
- Pension Consulting Services
Fee options
- Percentage of Assets Under Management
- Fixed Fees (Other Than Subscription)
Business and affiliations
- Accountant or Accounting Firm
- Lawyer or Law Firm
- Insurance Company or Agency
Location
1900 South Highland Avenue, Lombard, IL 60148
112 advisors at this office.
Contact
The firm's filed contact details.
- Phone: (630) 873-8520
- Website: forumfinancial.com
- Youtube
Official record
Are you Robert Francis Fezza?
Claim your profile to add your biography, services, expertise, client focus, investment approach and fees. Advisor-confirmed information is separate from public SEC records.