# Fortify Financial

> Fortify Financial is an SEC-registered investment advisory firm, registered since 2026, reporting under $25 million in regulatory assets under management in its Form ADV filing dated January 12, 2026.

- CRD: 340138
- Filed as: FORTIFY FINANCIAL
- Legal name: Fortify Financial LLC
- Registration: SEC-registered investment adviser (status as filed: 120-Day Approval)
- Filing period: October 2026
- Form ADV filing dated: January 12, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/340138
- AdvisorCensus page: https://advisorcensus.com/firm/fortify-financial-340138

## Quick answers

**How is Fortify Financial compensated?**
On its Form ADV (Item 5.E, October 2026), Fortify Financial reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**Is Fortify Financial registered with the SEC or a state?**
Fortify Financial is an SEC-registered investment advisory firm, registered since 2026. Status as filed: 120-Day Approval. CRD 340138.

**How much does Fortify Financial manage?**
Fortify Financial reports $0 in regulatory assets under management in its Form ADV filing dated January 12, 2026.

**Does Fortify Financial report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/340138

**Does Fortify Financial state an account minimum?**
Its Form ADV Part 2A brochure dated December 24, 2025 says: "The Firm has a minimum account balance of $500,000, determined based on total value of portfolio across all managed accounts, but the account minimum can be waived by Fortify in its sole discretion."

**What changed in Fortify Financial's recent Form ADV filings?**
In the February 2026 filing data: Newly registered with the SEC.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated December 24, 2025)

- Account minimum: $500,000 (the brochure says it may be waived or negotiated)

> The Firm has a minimum account balance of $500,000, determined based on total value of portfolio across all managed accounts, but the account minimum can be waived by Fortify in its sole discretion.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

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

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

### Firm details
- Registered since: 2026 (0 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: LA, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- Instagram @_amorse_
- LinkedIn @adam-morse-investment-advisor

## Changes in the filing (last 12 months)

### February 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Fortify Financial (CRD 340138): Form ADV filing data as of October 2026.