# Fortitude Family Office

> 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.

- CRD: 317615
- Filed as: FORTITUDE FAMILY OFFICE
- Legal name: Fortitude Family Office, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Scottsdale, AZ
- Filing period: October 2026
- Form ADV filing dated: September 23, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/317615
- AdvisorCensus page: https://advisorcensus.com/firm/fortitude-family-office-scottsdale-az-317615

## Quick answers

**How is Fortitude Family Office compensated?**
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.

**What does Fortitude Family Office's brochure say about its fees?**
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). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Fortitude Family Office located?**
Fortitude Family Office's principal office is in Scottsdale, AZ, according to its Form ADV.

**Is Fortitude Family Office registered with the SEC or a state?**
Fortitude Family Office is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 317615.

**How much does Fortitude Family Office manage?**
Fortitude Family Office reports $1,268,210,154 in regulatory assets under management in its Form ADV filing dated September 23, 2026 (90% discretionary).

**How have Fortitude Family Office's assets and staff changed since 2022?**
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.

**What types of clients does Fortitude Family Office serve?**
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).

**Which custodians does Fortitude Family Office use?**
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.

**Does Fortitude Family Office 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/317615

**Does Fortitude Family Office state an account minimum?**
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."

**What changed in Fortitude Family Office's recent Form ADV filings?**
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%).

## 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
- Other

### Fees and minimums (Form ADV Part 2A brochure dated March 23, 2026)

- Asset-based fee: 0.15% to 1% a year (a range, as the brochure states it)

> 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

- Account minimum: None

> There is no minimum account value required to open and maintain an account with Fortitude.

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

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., 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: $1,268,210,154
- Discretionary: $1,147,037,602
- Non-discretionary: $121,172,552

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 50 | $29,699,883 |
| High net worth individuals | 357 | $1,078,108,184 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 2 | $141,097,436 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 2 | $3,201,781 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 1 | $16,102,870 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- 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

### Firm details
- Registered since: 2021 (4 years)
- Employees: 40 total, 14 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, NV, TX, WY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- fortitudefo.com
- LinkedIn @fortitude-family-office

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2022 | $145,670,643 | 12 | July 26, 2022 |
| October 2023 | $310,399,287 | 17 | September 25, 2023 |
| October 2024 | $505,199,504 | 18 | August 7, 2024 |
| October 2025 | $741,657,095 | 25 | May 8, 2025 |
| October 2026 | $1,268,210,154 | 40 | September 23, 2026 |

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.

## Changes in the filing (last 12 months)

### October 2026
- 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%).

### April 2026
- 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).

### January 2026
- No longer registered or notice-filed in DE.

### December 2025
- Regulatory assets under management went from $741,657,095 to $893,717,216 (+21%).
- Registered or notice-filed in NV, WY.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Fortitude Family Office (CRD 317615): Form ADV filing data as of October 2026.