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FORTITUDE FAMILY OFFICE
Legal name: FORTITUDE FAMILY OFFICE, LLC
CRD 317615File 801-122907
APPROVED
Retail clients
Custody
Filing as of Mar 24, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$1.00B
Above cohort median (national)
Discretionary AUM
$911.8M
Non-discretionary $88.3M
Clients
361
848 accounts
Employees
28
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
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.00B
- Discretionary AUM
- $911.8M
- Non-discretionary AUM
- $88.3M
- Discretionary accounts
- 765
- Non-discretionary accounts
- 83
- Total accounts
- 848
- AUM per client
- $2.8M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 1 | $7.9M |
| Charitable organizations | 2 | $3.1M |
| High net worth individuals | 312 | $824.3M |
| Pooled investment vehicles | 2 | $136.8M |
| Individuals (other than high net worth individuals) | 44 | $28.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- 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 |
|---|---|---|---|
| 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.