{
  "crd_number": 317615,
  "slug": "fortitude-family-office-scottsdale-az-317615",
  "primary_business_name": "FORTITUDE FAMILY OFFICE",
  "legal_name": "FORTITUDE FAMILY OFFICE, LLC",
  "dbas": [],
  "city": "Scottsdale",
  "state": "AZ",
  "country": "United States",
  "cbsa_code": "38060",
  "metro": {
    "cbsa_code": "38060",
    "common_name": "Phoenix",
    "msa_name": "Phoenix-Mesa-Chandler, AZ",
    "path": "/advisors/az/phoenix"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2021-12-21",
  "years_registered": 4,
  "period": "2026-10-01",
  "filing_date": "2026-09-23",
  "carried_forward": false,
  "raum_total": 1268210154.0,
  "raum_discretionary": 1147037602.0,
  "raum_non_discretionary": 121172552.0,
  "raum_band": "1b_5b",
  "raum_band_label": "$1 billion to $5 billion",
  "total_employees": 40,
  "advisory_employees": 14,
  "client_count_bucket": null,
  "clients_by_type": {
    "other": {
      "raum": 0.0,
      "count": 0
    },
    "charitable": {
      "raum": 3201781.0,
      "count": 2
    },
    "individuals": {
      "raum": 29699883.0,
      "count": 50
    },
    "banking_thrift": {
      "raum": 0.0,
      "count": 0
    },
    "state_municipal": {
      "raum": 0.0,
      "count": 0
    },
    "insurance_companies": {
      "raum": 0.0,
      "count": 0
    },
    "investment_companies": {
      "raum": 0.0,
      "count": 0
    },
    "pension_profit_sharing": {
      "raum": 0.0,
      "count": 0
    },
    "other_investment_advisers": {
      "raum": 0.0,
      "count": 0
    },
    "high_net_worth_individuals": {
      "raum": 1078108184.0,
      "count": 357
    },
    "pooled_investment_vehicles": {
      "raum": 141097436.0,
      "count": 2
    },
    "corporations_other_businesses": {
      "raum": 16102870.0,
      "count": 1
    },
    "business_development_companies": {
      "raum": 0.0,
      "count": 0
    },
    "sovereign_wealth_foreign_official": {
      "raum": 0.0,
      "count": 0
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "other",
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "financial_planning",
    "other",
    "portfolio_management_individuals",
    "portfolio_management_pooled_vehicles",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AZ",
    "CA",
    "NV",
    "TX",
    "WY"
  ],
  "websites": [
    "https://fortitudefo.com",
    "https://linkedin.com/company/fortitude-family-office"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/317615",
  "city_as_filed": "SCOTTSDALE",
  "url": "https://advisorcensus.com/firm/fortitude-family-office-scottsdale-az-317615",
  "display_name": "Fortitude Family Office",
  "summary": "Fortitude Family Office is an SEC-registered investment advisory firm in Scottsdale, AZ, registered since 2021, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated September 23, 2026.",
  "citation": "AdvisorCensus. Fortitude Family Office (CRD 317615): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)",
    "Performance-based fees",
    "Other"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for pooled investment vehicles (other than investment companies)",
    "Selection of other advisers (including private fund managers)",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is Fortitude Family Office compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Fortitude Family Office reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); performance-based fees; other."
    },
    {
      "q": "How much does Fortitude Family Office charge?",
      "a": "Its Form ADV Part 2A brochure dated March 23, 2026 states: Asset-based fee: 0.15% to 1% a year (a range, as the brochure states it); Hourly rate: $270 to $600 an hour. Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Fortitude Family Office located?",
      "a": "Fortitude Family Office's principal office is in Scottsdale, AZ, according to its Form ADV."
    },
    {
      "q": "Is Fortitude Family Office registered with the SEC or a state?",
      "a": "Fortitude Family Office is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 317615."
    },
    {
      "q": "How much does Fortitude Family Office manage?",
      "a": "Fortitude Family Office reports $1,268,210,154 in regulatory assets under management in its Form ADV filing dated September 23, 2026 (90% discretionary)."
    },
    {
      "q": "How have Fortitude Family Office's assets and staff changed since 2022?",
      "a": "In the Form ADV data for Fortitude Family Office: Regulatory assets under management: $145,670,643 in the October 2022 data and $1,268,210,154 in the October 2026 data, up 771%. Total employees: 12 in October 2022 and 40 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Fortitude Family Office serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (357); individuals (other than high net worth individuals) (50); pooled investment vehicles (other than investment companies and business development companies) (2)."
    },
    {
      "q": "Which custodians does Fortitude Family Office use?",
      "a": "Fortitude Family Office's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Fortitude Family Office report any disciplinary disclosures?",
      "a": "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/317615"
    },
    {
      "q": "Does Fortitude Family Office state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated March 23, 2026 says: \"There is no minimum account value required to open and maintain an account with Fortitude.\""
    },
    {
      "q": "What changed in Fortitude Family Office's recent Form ADV filings?",
      "a": "In the October 2026 filing data: Employees performing advisory functions went from 13 to 14. Regulatory assets under management went from $1,000,141,727 to $1,268,210,154 (+27%)."
    }
  ],
  "filing_history": [
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 145670643.0,
      "total_employees": 12,
      "filing_date": "2022-07-26"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 310399287.0,
      "total_employees": 17,
      "filing_date": "2023-09-25"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 505199504.0,
      "total_employees": 18,
      "filing_date": "2024-08-07"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 741657095.0,
      "total_employees": 25,
      "filing_date": "2025-05-08"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 1268210154.0,
      "total_employees": 40,
      "filing_date": "2026-09-23"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-10-01",
      "period_label": "October 2026",
      "notes": [
        "Employees performing advisory functions went from 13 to 14.",
        "Regulatory assets under management went from $1,000,141,727 to $1,268,210,154 (+27%)."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 11 to 13.",
        "Regulatory assets under management went from $893,717,216 to $1,000,141,727 (+12%).",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2026-01-01",
      "period_label": "January 2026",
      "notes": [
        "No longer registered or notice-filed in DE."
      ]
    },
    {
      "period": "2025-12-01",
      "period_label": "December 2025",
      "notes": [
        "Regulatory assets under management went from $741,657,095 to $893,717,216 (+21%).",
        "Registered or notice-filed in NV, WY."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 23, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": "0.15% to 1% a year",
    "stated_maximum": null,
    "account_minimum": "None",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Hourly rate: $270 to $600 an hour"
    ],
    "figures": [
      {
        "label": "Asset-based fee",
        "statements": [
          "Asset-based fee: 0.15% to 1% a year (a range, as the brochure states it)"
        ],
        "quotes": [
          "Asset-based fees for investment management services generally range from 0.15% to 1% per annum based on the amount of assets designated to be under Fortitude’s management, and charged quarterly in advance"
        ]
      },
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: None"
        ],
        "quotes": [
          "There is no minimum account value required to open and maintain an account with Fortitude."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Hourly rate: $270 to $600 an hour"
        ],
        "quotes": [
          "Hourly fees generally range from $270 to $600 per hour based on the particular financial professional rendering the services"
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": [
        0.15,
        1.0
      ],
      "max_pct": null,
      "account_minimum": 0.0,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "hourly",
          "amount": null,
          "min": 270.0,
          "max": 600.0,
          "period": "hour",
          "service": "services"
        }
      ]
    },
    "quotes": [
      "Asset-based fees for investment management services generally range from 0.15% to 1% per annum based on the amount of assets designated to be under Fortitude’s management, and charged quarterly in advance",
      "There is no minimum account value required to open and maintain an account with Fortitude.",
      "Hourly fees generally range from $270 to $600 per hour based on the particular financial professional rendering the services"
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/fortitude-family-office-scottsdale-az-317615.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 50,
      "fewer_than_5": false,
      "raum": 29699883.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 357,
      "fewer_than_5": false,
      "raum": 1078108184.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 2,
      "fewer_than_5": false,
      "raum": 141097436.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 2,
      "fewer_than_5": false,
      "raum": 3201781.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 1,
      "fewer_than_5": false,
      "raum": 16102870.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/317615",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}