# Fortress Financial Group, LLC

> Fortress Financial Group, LLC is an SEC-registered investment advisory firm in Rochester, MN, registered since 2021, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated August 26, 2026.

- CRD: 315329
- Filed as: FORTRESS FINANCIAL GROUP, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Rochester, MN
- Filing period: October 2026
- Form ADV filing dated: August 26, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/315329
- AdvisorCensus page: https://advisorcensus.com/firm/fortress-financial-group-llc-rochester-mn-315329

## Quick answers

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

**Where is Fortress Financial Group, LLC located?**
Fortress Financial Group, LLC's principal office is in Rochester, MN, according to its Form ADV; the September 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Fortress Financial Group, LLC registered with the SEC or a state?**
Fortress Financial Group, LLC is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 315329.

**How much does Fortress Financial Group, LLC manage?**
Fortress Financial Group, LLC reports $352,305,589 in regulatory assets under management in its Form ADV filing dated August 26, 2026 (100% discretionary).

**How have Fortress Financial Group, LLC's assets and staff changed since 2021?**
In the Form ADV data for Fortress Financial Group, LLC: Regulatory assets under management: $0 in the October 2021 data and $352,305,589 in the October 2026 data. Total employees: 4 in October 2021 and 10 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Fortress Financial Group, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (237); high net worth individuals (93).

**Which custodians does Fortress Financial Group, LLC use?**
Fortress Financial Group, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Brokerage Services LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Fortress 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 SEC record: https://adviserinfo.sec.gov/firm/summary/315329

**What changed in Fortress Financial Group, LLC's recent Form ADV filings?**
In the September 2026 filing data: Registered or notice-filed in ND.

## From the Form ADV filing

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

### Custodians (Schedule D, Section 5.K(3))
- Fidelity Brokerage Services LLC

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: $352,305,589
- Discretionary: $352,305,589
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 237 | $95,278,686 |
| High net worth individuals | 93 | $255,917,411 |
| Corporations or other businesses not listed above | Fewer than 5 | $1,109,492 |

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

### Firm details
- Registered since: 2021 (5 years)
- Employees: 10 total, 7 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: AZ, CO, FL, LA, MN, ND, TX, WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the September 2026 filing
- Scottsdale, AZ

### Websites listed on Form ADV (Item 1.I)
- fortressfg.net
- retireandthrive.net
- Facebook @FortressFinancialGroup
- Instagram @fortress_financial_group
- LinkedIn @2368682
- YouTube @UCSHKp6WEOL6IiIPUxIQyhCA

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $0 | 4 | August 19, 2021 |
| October 2022 | $147,152,691 | 5 | September 30, 2022 |
| October 2023 | $179,377,498 | 7 | July 5, 2023 |
| October 2024 | $250,759,876 | 9 | July 23, 2024 |
| October 2025 | $303,722,600 | 8 | March 28, 2025 |
| October 2026 | $352,305,589 | 10 | August 26, 2026 |

Regulatory assets under management: $0 in the October 2021 data and $352,305,589 in the October 2026 data.
Total employees: 4 in October 2021 and 10 in October 2026.

## Changes in the filing (last 12 months)

### September 2026
- Registered or notice-filed in ND.

### March 2026
- Regulatory assets under management went from $303,722,600 to $352,305,589 (+16%).

### December 2025
- Registered or notice-filed in AZ.

### November 2025
- Added an office in Scottsdale, AZ.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Fortress Financial Group, LLC (CRD 315329): Form ADV filing data as of October 2026.