# Fortune 45, LLC.

> Fortune 45, LLC. is an SEC-registered investment advisory firm in Gonzales, LA, registered since 2021, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated July 7, 2026.

- CRD: 170693
- Filed as: FORTUNE 45, LLC.
- Also doing business as: FORTUNE 45 FINANCIAL ADVISORS
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Gonzales, LA
- Filing period: October 2026
- Form ADV filing dated: July 7, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/170693
- AdvisorCensus page: https://advisorcensus.com/firm/fortune-45-llc-gonzales-la-170693

## Quick answers

**How is Fortune 45, LLC. compensated?**
On its Form ADV (Item 5.E, October 2026), Fortune 45, LLC. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**How much does Fortune 45, LLC. charge?**
Its Form ADV Part 2A brochure dated April 29, 2026 states: Flat fee: up to $5,000 (financial planning services); Hourly rate: $500 an hour (ongoing financial advisory services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Fortune 45, LLC. located?**
Fortune 45, LLC.'s principal office is in Gonzales, LA, according to its Form ADV.

**Is Fortune 45, LLC. registered with the SEC or a state?**
Fortune 45, LLC. is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 170693.

**How much does Fortune 45, LLC. manage?**
Fortune 45, LLC. reports $237,666,282 in regulatory assets under management in its Form ADV filing dated July 7, 2026 (100% discretionary).

**How have Fortune 45, LLC.'s assets and staff changed since 2021?**
In the Form ADV data for Fortune 45, LLC.: Regulatory assets under management: $101,507,070 in the October 2021 data and $237,666,282 in the October 2026 data, up 134%. Total employees: 3 in October 2021 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Fortune 45, LLC. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (621); high net worth individuals (24); corporations or other businesses not listed above (5).

**Which custodians does Fortune 45, LLC. use?**
Fortune 45, 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 Fortune 45, 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/170693

**What changed in Fortune 45, LLC.'s recent Form ADV filings?**
In the August 2026 filing data: Registered or notice-filed in MS.

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated April 29, 2026)

- Flat fee: up to $5,000 (financial planning services)

> Fortune 45 charges a fixed fee for financial planning services, which generally ranges up to $5,000.

- Hourly rate: $500 an hour (ongoing financial advisory services)

> Fortune 45 charges a fixed fee for ongoing financial advisory services, which is based on an hourly rate of $500 per hour

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: $237,666,282
- Discretionary: $237,666,282
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 621 | $139,705,674 |
| High net worth individuals | 24 | $91,490,688 |
| Charitable organizations | 3 | $1,288,653 |
| Corporations or other businesses not listed above | 5 | $5,181,267 |

### 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
- Pension consulting services

### Firm details
- Registered since: 2021 (5 years)
- Employees: 5 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: GA, LA, MI, MS, OK, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [fortune45.com](https://fortune45.com)
- Facebook @Fortune45FinancialAdvisors
- Facebook @realmoneytalkwithjesse
- Instagram @fortune45advisors
- Instagram @rmtwithjesse
- X @RMTwithJesse
- YouTube @realmoneytalkwithjesse2966
- YouTube youtube.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $101,507,070 | 3 | May 20, 2021 |
| October 2022 | $137,897,111 | 3 | September 6, 2022 |
| October 2023 | $125,554,953 | 4 | August 23, 2023 |
| October 2024 | $150,997,531 | 4 | March 14, 2024 |
| October 2025 | $188,726,258 | 4 | March 26, 2025 |
| October 2026 | $237,666,282 | 5 | July 7, 2026 |

Regulatory assets under management: $101,507,070 in the October 2021 data and $237,666,282 in the October 2026 data, up 134%.
Total employees: 3 in October 2021 and 5 in October 2026.

## Changes in the filing (last 12 months)

### August 2026
- Registered or notice-filed in MS.

### April 2026
- Regulatory assets under management went from $188,726,258 to $237,666,282 (+26%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Fortune 45, LLC. (CRD 170693): Form ADV filing data as of October 2026.