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FORTITUDE ADVISORY GROUP L.L.C.
CRD 116083File 801-60827
APPROVED
Retail clients
Filing as of Mar 31, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$467.5M
Above cohort median (national)
Discretionary AUM
$466.4M
Non-discretionary $1.1M
Clients
622
1,354 accounts
Employees
15
Above cohort median in WA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Jan 4, 2002
- Principal office
- 7195 WAGNER WAY, SUITE 104, GIG HARBOR, WA, 98335
- Phone
- 253-470-4977
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $467.5M
- Discretionary AUM
- $466.4M
- Non-discretionary AUM
- $1.1M
- Discretionary accounts
- 1,351
- Non-discretionary accounts
- 3
- Total accounts
- 1,354
- AUM per client
- $752K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Pension and profit sharing plans | Fewer than 5 | $1.1M |
| Individuals (other than high net worth individuals) | 622 | $466.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.