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FORTEM FINANCIAL GROUP, LLC
CRD 291662File 801-112300
APPROVED
Retail clients
Custody
Filing as of Apr 21, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$631.9M
Above cohort median (national)
Discretionary AUM
$626.7M
Non-discretionary $5.2M
Clients
347
1,042 accounts
Employees
10
Above cohort median in CA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- Jan 25, 2018
- Principal office
- 44801 VILLAGE COURT #201, PALM DESERT, CA, 92260
- Phone
- 760-206-8500
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $631.9M
- Discretionary AUM
- $626.7M
- Non-discretionary AUM
- $5.2M
- Discretionary accounts
- 1,023
- Non-discretionary accounts
- 19
- Total accounts
- 1,042
- AUM per client
- $1.8M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 9 | $13.5M |
| Charitable organizations | 3 | $32.7M |
| High net worth individuals | 140 | $522.0M |
| Pension and profit sharing plans | Fewer than 5 | $400K |
| Individuals (other than high net worth individuals) | 193 | $63.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Commissions
- Hourly charges
- Other (described) — REV. SHARING W/ FRS AND ON ELIGIBLE CREDIT & CASH MGMT SOLUTIONS
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- 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.