Fortune Financial

Overview

Fortune Financial is a small, owner-operated independent registered investment adviser that provides financial planning and portfolio management for individuals, families and small businesses. The firm charges a mix of percentage-of-AUM and fixed fees and appears to emphasize personalized, discretionary management given the size and structure of its book. Investment activity is modest and conservative in tone: a large portion of reported assets sit in cash and cash equivalents, while the firm supplements core holdings with mutual funds, annuities and corporate debt to generate income and shape risk profiles. Fortune Financial also taps third‑party alternative managers for exposure to real estate, commodities and oil & gas — deploying these strategies as complements to traditional fixed income and equity allocations rather than as a primary capital‑allocating function. The firm is not an active ESG investor and operates from a single-state footprint.

Assets & Accounts

Investments & Alternatives

Location & Offices