Investment adviser · CRD 116083
FORTITUDE ADVISORY GROUP L.L.C.
Investment adviser filing (IA)
GIG HARBOR, WA, United States · Form ADV filed Sep 23, 2026
- Regulatory AUM
- $468M Form ADV · Item 5.F
- Client accounts
- 1,354 Accounts, not individual clients
- Employees
- 15 Reported in this filing
- Advisory professionals
- 15 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Individuals | 622 | $466,427,758 | 99.8% |
| Retirement plans | Fewer than 5 | $1,121,932 | 0.2% |
Filing source
Form ADV 2134401 · Sep 23, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Sep 23, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Selection of other advisers
Compensation
Percentage of assets · Hourly · Fixed · Performance-based
Principal office
7195 WAGNER WAY, SUITE 104GIG HARBOR, WA, 98335, United States
CRD 116083
Filing source
Form ADV 2134401 · Sep 23, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.