# Fortitude Advisory Group L.L.C.

> Fortitude Advisory Group L.L.C. is an SEC-registered investment advisory firm in Gig Harbor, WA, registered since 2002, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated September 23, 2026.

- CRD: 116083
- Filed as: FORTITUDE ADVISORY GROUP L.L.C.
- Also doing business as: AFM INVESTMENTS, APERTURE ADVISORS, FARR FINANCIAL, PROACTIVE PLANNING PARTNERS (P3), SOUND WEALTH PARTNERS, VALDA PARTNERS, WEALTH INNOVATIONS
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Gig Harbor, WA
- Filing period: October 2026
- Form ADV filing dated: September 23, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/116083
- AdvisorCensus page: https://advisorcensus.com/firm/fortitude-advisory-group-l-l-c-gig-harbor-wa-116083

## Quick answers

**How is Fortitude Advisory Group L.L.C. compensated?**
On its Form ADV (Item 5.E, October 2026), Fortitude Advisory Group L.L.C. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Fortitude Advisory Group L.L.C. located?**
Fortitude Advisory Group L.L.C.'s principal office is in Gig Harbor, WA, according to its Form ADV; the October 2026 filing also lists 6 other offices (Schedule D, Section 1.F).

**Is Fortitude Advisory Group L.L.C. registered with the SEC or a state?**
Fortitude Advisory Group L.L.C. is an SEC-registered investment advisory firm, registered since 2002. Status as filed: Approved. CRD 116083.

**How much does Fortitude Advisory Group L.L.C. manage?**
Fortitude Advisory Group L.L.C. reports $467,549,690 in regulatory assets under management in its Form ADV filing dated September 23, 2026 (100% discretionary).

**How have Fortitude Advisory Group L.L.C.'s assets and staff changed since 2021?**
In the Form ADV data for Fortitude Advisory Group L.L.C.: Regulatory assets under management: $191,056,310 in the October 2021 data and $467,549,690 in the October 2026 data, up 145%. Total employees: 18 in October 2021 and 15 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Fortitude Advisory Group L.L.C. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (622).

**Which custodians does Fortitude Advisory Group L.L.C. use?**
Fortitude Advisory Group L.L.C.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc., National Financial Services LLC and Raymond James & Associates, Inc. as custodians holding 10% or more of its separately managed account assets.

**Does Fortitude Advisory Group L.L.C. 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/116083

**What changed in Fortitude Advisory Group L.L.C.'s recent Form ADV filings?**
In the April 2026 filing data: No longer lists the business name CK Financial Services. Regulatory assets under management went from $416,903,117 to $467,549,690 (+12%). Changed its office addresses in New York, NY. Changed its office addresses in Toms River, NJ. Added an office in Lake Oswego, OR. No longer lists an office in Lakewood, WA. No longer lists an office in Portland, OR. Registered or notice-filed in AZ.

## From the Form ADV filing

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

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- National Financial Services LLC
- Raymond James & Associates, Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $467,549,690
- Discretionary: $466,427,758
- Non-discretionary: $1,121,932

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 622 | $466,427,758 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $1,121,932 |

### 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: 2002 (24 years)
- Employees: 15 total, 15 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, FL, GA, MA, MO, NC, NJ, NY, OR, TX, VT, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the October 2026 filing
- Lake Oswego, OR
- New York, NY
- Plantation, FL
- Toms River, NJ
- Warrensburg, MO
- West Palm Beach, FL

### Websites listed on Form ADV (Item 1.I)
- [afminvestments.net](https://afminvestments.net)
- [apertureadvisors.io](https://apertureadvisors.io)
- [farrfin.com](https://farrfin.com)
- [p3wm.com](https://p3wm.com)
- [soundwealthpartners.com](https://soundwealthpartners.com)
- [thefinancialphysician.com](https://thefinancialphysician.com)
- [valdapartners.com](https://valdapartners.com)
- [wealth-innovations.com](https://wealth-innovations.com)
- Facebook @afminvestments
- Facebook @soundwp
- LinkedIn @proactive-planning-partners-wealth-management

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $191,056,310 | 18 | July 13, 2021 |
| October 2022 | $337,354,510 | 16 | August 1, 2022 |
| October 2023 | $367,345,464 | 25 | September 15, 2023 |
| October 2024 | $429,645,351 | 25 | March 26, 2024 |
| October 2025 | $416,903,117 | 15 | June 9, 2025 |
| October 2026 | $467,549,690 | 15 | September 23, 2026 |

Regulatory assets under management: $191,056,310 in the October 2021 data and $467,549,690 in the October 2026 data, up 145%.
Total employees: 18 in October 2021 and 15 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- No longer lists the business name CK Financial Services.
- Regulatory assets under management went from $416,903,117 to $467,549,690 (+12%).
- Changed its office addresses in New York, NY.
- Changed its office addresses in Toms River, NJ.
- Added an office in Lake Oswego, OR.
- No longer lists an office in Lakewood, WA.
- No longer lists an office in Portland, OR.
- Registered or notice-filed in AZ.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Fortitude Advisory Group L.L.C. (CRD 116083): Form ADV filing data as of October 2026.