SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Fortitude Family Office
Scottsdale, AZ
Fortitude Family Office, LLC, CRD 317615
Firm filing updated September 23, 2026 ·
- $1.3BAssets
- 412Clients
- 14Advisory staff
- 971Accounts
Fees and minimums
- Hourly feesAsk the firm for the rate
All fee types on the form
- Percentage of assets under managementYes
- Hourly chargesYes
- Fixed feesYes
- Performance-based feesYes
- OtherYes
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
Who the firm serves
- High net worth individuals357
- Individuals50
- Pooled vehicles2
- Charities2
- Corporations or other businesses1
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 50 | $29.7 million |
| High net worth individuals | 357 | $1.1 billion |
| Pooled investment vehicles (other than investment companies and business development companies) | 2 | $141.1 million |
| Charitable organizations | 2 | $3.2 million |
| Corporations or other businesses not listed above | 1 | $16.1 million |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
See all 5 services
- Selection of other advisors (including private fund managers)
- Other: "FAMILY OFFICE & WEALTH MANAGEMENT SERVICES, BUSINESS MANAGEMENT, PHILANTHROPIC SERVICES"
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Selection of other advisors (including private fund managers)
- Other: "FAMILY OFFICE & WEALTH MANAGEMENT SERVICES, BUSINESS MANAGEMENT, PHILANTHROPIC SERVICES"
Assets and accounts
- Regulatory assets$1.3 billion
- Accounts971
- Discretionary$1.1 billion · 851 accounts
- Non-discretionary$121.2 million · 120 accounts
People
- Employees40
- Advisory staff14
- Broker-dealer reps0
- Licensed insurance agents0
- Planning clients101 to 250
Advisors
8 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- Legal name: Fortitude Family Office, LLC SEC-registered investment advisor. CRD 317615, SEC file 801-122907.
- Registered with the SEC as an investment advisor (status date on record: December 21, 2021).
Is Fortitude Family Office a fiduciary?
Short answer: Fortitude Family Office is registered with the SEC as an investment advisor.
More detail
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
The firm does not report commissions, a broker-dealer role, a related broker-dealer, or staff who are broker-dealer representatives.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.