Fortress Financial Group, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Rochester, MN. Its latest Form ADV filing, dated April 15, 2026, reports $352M in regulatory assets under management, 10 employees, 1 office, and 958 accounts.
Assets Under Management
$352M
Employees
10
Offices
1 office
Total Clients
330
Primary office
ROCHESTER, MN
1610 14TH STREET NW, SUITE 300, ROCHESTER, MN, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 71.8% of total clients.
Top client categories% of clientsClients
1
Individuals
71.8%
237
2
HNWI
28.2%
93
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$352Mas of April 15, 2026
Discretionary100.0%
$352M
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.
Total AUM$352M
Total Accounts958
10Y AUM Change+$352M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees10
Clients per Employee33:1
10Y Employee Change+6 (+150.0%)
* 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.