OVERLAND PARK, KSCRD 145799Latest ADV March 18, 2026
Fortune Financial Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Overland Park, KS. Its latest Form ADV filing, dated March 18, 2026, reports $323M in regulatory assets under management, 6 employees, and 610 accounts.
Assets Under Management
$323M
Employees
6
Offices
--
Total Clients
206
Primary office
OVERLAND PARK, KS
11600 COLLEGE BLVD, SUITE 225, OVERLAND PARK, KS, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 59.2% of total clients.
Top client categories% of clientsClients
1
Individuals
59.2%
122
2
HNWI
40.8%
84
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$323Mas of March 18, 2026
Discretionary97.1%
$313M
97% of total RAUM97.1%
Non-discretionary2.9%
$9M
3% of total RAUM2.9%
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$323M
Total Accounts610
10Y AUM Change+$205M (+175.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee34:1
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.