Fortune Financial Group, Inc.

RIASEC RegisteredEst. 2025

Total AUM

$141M

Discretionary

$141M

100% of AUM

Avg account

$271K

Accounts

520

Employees

Advisory reps

Firm details

Headquarters: ,
CRD number: 111378
Registered since: July 7, 2025
Website: fortunefinancialgroup.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Commissions, Other
Client types: HNWI76.6%
Individuals23.4%
Services: Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Fortune Financial Group, Inc. is an independent Registered Investment Adviser organized as a corporation and owned by an individual. The firm focuses on serving individual and family clients with financial planning and portfolio management for individuals and small businesses. It is SEC-registered in 2025 and offers a mix of fee arrangements, including percentage-of-AUM, hourly billing, commissions, and other fee types. The firm does not identify as an active ESG investor, does not act as a capital allocator, and is not registered as a multi-state adviser. Its advisory activity centers on personalized planning and discretionary portfolio management rather than institutional consulting or proprietary product distribution.