# Fortress Financial Solutions, LLC

> Fortress Financial Solutions, LLC is an SEC-registered investment advisory firm in Tucson, AZ, registered since 2024, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated April 8, 2026.

- CRD: 143969
- Filed as: FORTRESS FINANCIAL SOLUTIONS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Tucson, AZ
- Filing period: October 2026
- Form ADV filing dated: April 8, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/143969
- AdvisorCensus page: https://advisorcensus.com/firm/fortress-financial-solutions-llc-tucson-az-143969

## Quick answers

**How is Fortress Financial Solutions, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Fortress Financial Solutions, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Fortress Financial Solutions, LLC located?**
Fortress Financial Solutions, LLC's principal office is in Tucson, AZ, according to its Form ADV.

**Is Fortress Financial Solutions, LLC registered with the SEC or a state?**
Fortress Financial Solutions, LLC is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 143969.

**How much does Fortress Financial Solutions, LLC manage?**
Fortress Financial Solutions, LLC reports $142,011,990 in regulatory assets under management in its Form ADV filing dated April 8, 2026 (100% discretionary).

**How have Fortress Financial Solutions, LLC's assets and staff changed since 2025?**
In the Form ADV data for Fortress Financial Solutions, LLC: Regulatory assets under management: $116,483,862 in the October 2025 data and $142,011,990 in the October 2026 data, up 22%. Total employees: 6 in October 2025 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 Solutions, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (219); high net worth individuals (59); charitable organizations (1).

**Which custodians does Fortress Financial Solutions, LLC use?**
Fortress Financial Solutions, LLC'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 Fortress Financial Solutions, 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/143969

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

## From the Form ADV filing

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

### 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: $142,011,990
- Discretionary: $142,011,990
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 219 | $45,791,598 |
| High net worth individuals | 59 | $96,211,687 |
| 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) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 1 | $8,705 |
| 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 | 0 | $0 |
| Other | 0 | $0 |

### 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: 2024 (1 year)
- Employees: 10 total, 8 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, FL, MD, NC, NH, NY, TX, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [fortresscompany.com](https://fortresscompany.com)
- Facebook @FortressFinancialSolutionsLLC
- LinkedIn @fortressfinancialsolutions
- X @fortresscompany

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | $116,483,862 | 6 | May 7, 2025 |
| October 2026 | $142,011,990 | 10 | April 8, 2026 |

Regulatory assets under management: $116,483,862 in the October 2025 data and $142,011,990 in the October 2026 data, up 22%.
Total employees: 6 in October 2025 and 10 in October 2026.

## Changes in the filing (last 12 months)

### May 2026
- Registered or notice-filed in NY.

### April 2026
- Employees performing advisory functions went from 6 to 8.
- Updated its list of owners and control persons (Schedule A).

### February 2026
- Registered or notice-filed in FL, NH.

### December 2025
- Regulatory assets under management went from $116,483,862 to $130,161,738 (+12%).
- Registered or notice-filed in VA.
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Fortress Financial Solutions, LLC (CRD 143969): Form ADV filing data as of October 2026.