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FORTITUDE FAMILY OFFICE
Legal name: FORTITUDE FAMILY OFFICE, LLC
CRD 317615File 801-122907
APPROVED
Retail clients
Custody
Filing as of Sep 23, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.27B
Above cohort median (national)
Discretionary AUM
$1.15B
Non-discretionary $121.2M
Clients
412
971 accounts
Employees
40
Top 25% of cohort in AZ
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- Dec 21, 2021
- Principal office
- 7500 N DOBSON RD, SUITE 151, SCOTTSDALE, AZ, 85256
- Phone
- (602) 834-0089
- Website
- https://www.fortitudefo.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.27B
- Discretionary AUM
- $1.15B
- Non-discretionary AUM
- $121.2M
- Discretionary accounts
- 851
- Non-discretionary accounts
- 120
- Total accounts
- 971
- AUM per client
- $3.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 1 | $16.1M |
| Charitable organizations | 2 | $3.2M |
| High net worth individuals | 357 | $1.08B |
| Pooled investment vehicles | 2 | $141.1M |
| Individuals (other than high net worth individuals) | 50 | $29.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Hourly charges
- Other (described) — PERCENTAGE OF NET WORTH
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for pooled investment vehicles
- 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
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 330 | 361 | increased by31 |
| Apr 1, 2026 | AUM | $893,717,216 | $1,000,141,727 | increased by$106,424,511 |
| Apr 1, 2026 | Accounts | 781 | 848 | increased by67 |
| Dec 1, 2025 vs May 1, 2025 | Employees | 25 | 28 | increased by3 |
| Dec 1, 2025 vs May 1, 2025 | Clients | 278 | 330 | increased by52 |
| Dec 1, 2025 vs May 1, 2025 | AUM | $741,657,095 | $893,717,216 | increased by$152,060,121 |
| Dec 1, 2025 vs May 1, 2025 | Accounts | 763 | 781 | increased by18 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 12 | 25 | increased by13 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 15 | 278 | increased by263 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $145,670,643 | $741,657,095 | increased by$595,986,452 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 54 | 763 | increased by709 |
| Jul 1, 2022 | Employees | 9 | 12 | increased by3 |
| May 1, 2022 | Registration | APPROVED-120 | APPROVED | |
| Apr 1, 2022 | Employees | 6 | 9 | increased by3 |
| Apr 1, 2022 | Clients | 0 | 15 | increased by15 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “FORTITUDE FAMILY” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“FORTITUDE FAMILY” may also match similarly-named firms). Confirm identity against each filing.
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.