# Fortify Financial Group, LLC

> Fortify Financial Group, LLC is a state-registered investment advisory firm in Fargo, ND, reporting under $25 million in regulatory assets under management in its Form ADV filing dated April 10, 2026.

- CRD: 322197
- Filed as: FORTIFY FINANCIAL GROUP, LLC
- Registration: State-registered investment adviser (status as filed: TERMREQUEST)
- Location: Fargo, ND
- Filing period: October 2026
- Form ADV filing dated: April 10, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/322197
- AdvisorCensus page: https://advisorcensus.com/firm/fortify-financial-group-llc-fargo-nd-322197

## Quick answers

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

**Where is Fortify Financial Group, LLC located?**
Fortify Financial Group, LLC's principal office is in Fargo, ND, according to its Form ADV.

**Is Fortify Financial Group, LLC registered with the SEC or a state?**
Fortify Financial Group, LLC is a state-registered investment advisory firm. Status as filed: TERMREQUEST. CRD 322197.

**How much does Fortify Financial Group, LLC manage?**
Fortify Financial Group, LLC reports $16,779,307 in regulatory assets under management in its Form ADV filing dated April 10, 2026 (98% discretionary).

**What types of clients does Fortify Financial Group, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (50); individuals (other than high net worth individuals) (29).

**Does Fortify Financial Group, 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/322197

## 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: $16,779,307
- Discretionary: $16,426,307
- Non-discretionary: $353,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 29 | $2,396,442 |
| High net worth individuals | 50 | $14,382,865 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: Not reported
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- fortify.financial
- LinkedIn @fortify-financial-group-llc

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Fortify Financial Group, LLC (CRD 322197): Form ADV filing data as of October 2026.