FORTUNENAVI CAPITAL INC.

Overview

Fortunenavi Capital Inc. is organized as a corporation with individual ownership and operates as a capital allocator to external managers. The firm’s advisory mandate centers on financial planning, portfolio management for individuals and small businesses, and the selection of other advisers—indicating a manager-of-managers approach rather than heavy direct security trading. Fee arrangements include percentage-of-assets and fixed-fee options. The firm is not identified as an active ESG investor, does not report multistate adviser status, and is not listed as a pension consultant or related adviser. Its classification is unclassified in the available record, which, together with the small-client footprint, suggests limited advisory throughput or an inactive reporting period.

Assets & Accounts

Investments & Alternatives

Location & Offices