Fortune Financial Group, Inc. is an SEC registered investment adviser organized as a corporation. Its latest Form ADV filing, dated February 17, 2026, reports $141M in regulatory assets under management, 3 employees, 2 offices, and 520 accounts.
Portfolio management for individuals and small businesses
Fee models offered
4 types reported
Asset based fees
Commissions
Hourly charges
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 71.3% of total clients.
Top client categories% of clientsClients
1
Individuals
71.3%
124
2
HNWI
28.7%
50
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$141Mas of February 17, 2026
Discretionary100.0%
$141M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$141M
Total Accounts520
10Y AUM Change+$34M (+31.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee58:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.