PALM DESERT, CACRD 291662Latest ADV April 21, 2026
Fortem Financial Group, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Palm Desert, CA. Its latest Form ADV filing, dated April 21, 2026, reports $632M in regulatory assets under management, 10 employees, 2 offices, and 1,042 accounts.
Assets Under Management
$632M
Employees
10
Offices
2 offices
Total Clients
347
Primary office
PALM DESERT, CA
44801 VILLAGE COURT #201, PALM DESERT, CA, United States
Portfolio management for individuals and small businesses
Fee models offered
5 types reported
Asset based fees
Commissions
Fixed fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 55.6% of total clients.
Top client categories% of clientsClients
1
Individuals
55.6%
193
2
HNWI
40.3%
140
3
Corporations
2.6%
9
4
Charitable
0.9%
3
5
Pension Plans
0.6%
2
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$632Mas of April 21, 2026
Discretionary99.2%
$627M
99% of total RAUM99.2%
Non-discretionary0.8%
$5M
1% of total RAUM0.8%
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.
Total AUM$632M
Total Accounts1,042
10Y AUM Change+$632M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees10
Clients per Employee35:1
10Y Employee Change+5 (+100.0%)
* 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.