Fortitude Family Office is an SEC registered investment adviser organized as a limited liability company with a primary office location in Scottsdale, AZ. Its latest Form ADV filing, dated March 24, 2026, reports $1.0B in regulatory assets under management, 28 employees, and 848 accounts.
Assets Under Management
$1.0B
Employees
28
Offices
--
Total Clients
361
Primary office
SCOTTSDALE, AZ
7500 N DOBSON RD, SUITE 151, SCOTTSDALE, AZ, United States
Portfolio management for individuals and small businesses
Fee models offered
4 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentHNWI represent 86.4% of total clients.
Top client categories% of clientsClients
1
HNWI
86.4%
312
2
Individuals
12.2%
44
3
Pooled Investment Vehicles
0.6%
2
4
Charitable
0.6%
2
5
Corporations
0.3%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.0Bas of March 24, 2026
Discretionary91.2%
$912M
91% of total RAUM91.2%
Non-discretionary8.8%
$88M
9% of total RAUM8.8%
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$1.0B
Total Accounts848
10Y AUM Change+$1.0B
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees28
Clients per Employee13:1
10Y Employee Change+22 (+366.7%)
* 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.