# Fortress Investment Advisory, LLC

> Fortress Investment Advisory, LLC is a state-registered investment advisory firm in Clarkesville, GA, registered since 2000, reporting under $25 million in regulatory assets under management in its Form ADV filing dated October 5, 2021.

- CRD: 126303
- Filed as: FORTRESS INVESTMENT ADVISORY, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Clarkesville, GA
- Filing period: October 2026
- Form ADV filing dated: October 5, 2021
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/126303
- AdvisorCensus page: https://advisorcensus.com/firm/fortress-investment-advisory-llc-clarkesville-ga-126303

## Quick answers

**How is Fortress Investment Advisory, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Fortress Investment Advisory, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges.

**Where is Fortress Investment Advisory, LLC located?**
Fortress Investment Advisory, LLC's principal office is in Clarkesville, GA, according to its Form ADV.

**Is Fortress Investment Advisory, LLC registered with the SEC or a state?**
Fortress Investment Advisory, LLC is a state-registered investment advisory firm, registered since 2000. Status as filed: APPROVED. CRD 126303.

**How much does Fortress Investment Advisory, LLC manage?**
Fortress Investment Advisory, LLC reports $8,500,000 in regulatory assets under management in its Form ADV filing dated October 5, 2021 (0% discretionary).

**What types of clients does Fortress Investment Advisory, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (17); pension and profit sharing plans (but not the plan participants or government pension plans) (2); corporations or other businesses not listed above (1).

**Does Fortress Investment Advisory, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/126303

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Regulatory assets under management (Item 5.F)
- Total: $8,500,000
- Discretionary: $0
- Non-discretionary: $8,500,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 17 | $5,000,000 |
| High net worth individuals | 0 | $0 |
| 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) | 2 | $2,800,000 |
| Charitable organizations | 0 | $0 |
| 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 | $700,000 |
| Other | 0 | $0 |

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

### Firm details
- Registered since: 2000 (26 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: GA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Fortress Investment Advisory, LLC (CRD 126303): Form ADV filing data as of October 2026.