William MacKenzie Davis
Financial advisor at Forum Financial Management, LP · Lombard, IL
Last updated 2026-10-10
Claim your profileWilliam MacKenzie Davis is a financial advisor at Forum Financial Management, LP in Lombard, IL, CRD 7076629. Licenses and exams on the registration: Series 65. IAPD registration began 2019-02-25.
Registration
- CRD number
- 7076629
- Registration status
- Active
- IAPD registration
- 2019-02-25
- Industry Experience
- 7 years
- Work Experience
- 11 years
- States registered
- IL
Licenses and exams
- Series 65
Designations
- CFP®
Work history
- 2015-01 to 2018-12 · Forum Financial Management, LP · Lombard, IL
- 2019-02 to Present · Forum Financial Management, LP · Lombard, IL
- 2019-01 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
About
William MacKenzie Davis is a CFP® financial advisor at Forum Financial Management, LP in Lombard, IL. Reported securities licenses include Series 65. The latest record indicates 7 years of industry experience and 11 years of reported work history.
SEC disclosures list additional business and community activities: 1) Lake Eleanor Estates Homeowners' Association: ; not investment-related; post office box 361, deerfield, il 60015; homeowners' association; treasurer; 10/2022; 4 hours/month devoted; 0 hours during securities trading hours; oversee finances, cover expenditures, and collect dues; 2) forum shared services; not investment related; 1900 s.
Forum Financial Management, LP's firm-level Form ADV reports 116 advisors across 73 offices; approximately 50.4 clients per advisor, average assets per client of $1,487,882, and regulatory AUM of $8.7B; client categories including Individuals (non-HNW), High net worth individuals, Pension and profit-sharing plans, Charitable organizations, Other investment advisers, Corporations or other businesses; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Businesses or Institutional Clients, Pension Consulting Services.
PortfolioFuture's firm-level 13F analysis covers $7.2B across 142 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to William MacKenzie Davis personally.
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
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