# Fortifi Capital, LLC

> Fortifi Capital, LLC is a state-registered investment advisory firm, registered since 2016, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 282653
- Filed as: FORTIFI CAPITAL, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Ohio
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/282653
- AdvisorCensus page: https://advisorcensus.com/firm/fortifi-capital-llc-282653

## Quick answers

**How is Fortifi Capital, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Fortifi Capital, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges.

**Is Fortifi Capital, LLC registered with the SEC or a state?**
Fortifi Capital, LLC is a state-registered investment advisory firm, registered since 2016. Status as filed: APPROVED. CRD 282653.

**How much does Fortifi Capital, LLC manage?**
Fortifi Capital, LLC reports $4,849,989 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary).

**What types of clients does Fortifi Capital, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (26); corporations or other businesses not listed above (2).

**Does Fortifi Capital, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/282653

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Regulatory assets under management (Item 5.F)
- Total: $4,849,989
- Discretionary: $4,849,989
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 26 | $4,753,148 |
| Corporations or other businesses not listed above | 2 | $96,841 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2016 (10 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: OH
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- client.fortificapital.com
- fortificapital.com
- LinkedIn @garrett-boone-fortifi-capital

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Fortifi Capital, LLC (CRD 282653): Form ADV filing data as of October 2026.