Fortitude Advisory Group L.L.C. is an SEC registered investment adviser organized as a limited liability company with a primary office location in Gig Harbor, WA. Its latest Form ADV filing, dated March 31, 2026, reports $468M in regulatory assets under management, 15 employees, 8 offices, and 1,354 accounts.
Assets Under Management
$468M
Employees
15
Offices
8 offices
Total Clients
622
Primary office
GIG HARBOR, WA
7195 WAGNER WAY, SUITE 104, GIG HARBOR, WA, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
4 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 100.0% of total clients.
Top client categories% of clientsClients
1
Individuals
100.0%
622
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$468Mas of March 31, 2026
Discretionary99.8%
$466M
100% of total RAUM99.8%
Non-discretionary0.2%
$1M
0% of total RAUM0.2%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$468M
Total Accounts1,354
10Y AUM Change+$248M (+112.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees15
Clients per Employee41:1
10Y Employee Change+2 (+15.4%)
* 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.