# Fortunate

> Fortunate is a state-registered investment advisory firm in Orem, UT, registered since 2018, with no regulatory assets under management reported in its Form ADV filing dated January 20, 2026.

- CRD: 297577
- Filed as: FORTUNATE
- Legal name: Fortunate LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Orem, UT
- Filing period: October 2026
- Form ADV filing dated: January 20, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/297577
- AdvisorCensus page: https://advisorcensus.com/firm/fortunate-orem-ut-297577

## Quick answers

**How is Fortunate compensated?**
On its Form ADV (Item 5.E, October 2026), Fortunate reports these compensation arrangements: other.

**Where is Fortunate located?**
Fortunate's principal office is in Orem, UT, according to its Form ADV.

**Is Fortunate registered with the SEC or a state?**
Fortunate is a state-registered investment advisory firm, registered since 2018. Status as filed: APPROVED. CRD 297577.

**What types of clients does Fortunate serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (319).

**Does Fortunate 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/297577

## From the Form ADV filing

### Compensation (Item 5.E)
- Other

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 319 | $0 |
| 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) | 0 | $0 |
| 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 | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2018 (8 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: UT
- 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. Fortunate (CRD 297577): Form ADV filing data as of October 2026.