Wealth manager, independent · Scottsdale, AZ
Fortitude Family Office
Fortitude Family Office, LLC · SEC-registered investment adviser · CRD 317615 · SEC 801-122907
At a glance
Fortitude Family Office is an SEC-registered investment adviser based in Scottsdale, Arizona, with $1.3B in regulatory assets under management as of its Form ADV filed September 23, 2026. It reports 407 individual clients, 357 of them high-net-worth, holding an average of about $2.7 million each, and 40 employees. That ranks it 869th among the nation’s 5,657 independent wealth management RIAs and 16th of 125 in Arizona. It reports Charles Schwab as the custodian for its clients’ separately managed accounts.
Up $268M from $1.0B in its previous filing; rank 1104 → 869. This month’s movers →
Main office 602-834-0089fortitudefo.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $1.3B
- Rank among independent wealth managers
- #869 of 5,657
- Rank among all SEC RIAs
- #4,710 of 17,210
- Rank in Arizona
- #16 of 125
- Individual clients
- 407
- High-net-worth clients
- 357
- Accounts
- 971
- Discretionary
- 90% of AUM
- Employees
- 40
- Advisory staff
- 14
- Offices
- 1
Owners and executives on its Form ADV
- Matthew G. WalkerCEO, Managing Member
- Dale A. PhillipsCoo/cco
Custody and brokerage
Broker-dealer
No broker-dealer ties
Fortitude Family Office reports no employees registered with a broker-dealer and no affiliated broker-dealer.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 357 | $1.1B | 85% |
| Pooled investment vehicles | 2 | $141M | 11% |
| Individuals | 50 | $30M | 2% |
| Corporations or other businesses | 1 | $16M | 1% |
| Charitable organizations | 2 | $3M | <1% |
Private funds
Fortitude Family Office reports 2 private funds with $141M in gross assets: private equity funds, real estate funds (Form ADV Item 7.B).
Disciplinary disclosures
Fortitude Family Office reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Portfolio management for pooled investment vehicles
- Selecting other advisers
- Other services
How it’s paid
- A percentage of assets under management
- Hourly charges
- Fixed fees
- Performance-based fees
- Other
Form ADV and brochures on the SEC’s adviser search ↗fortitudefo.com ↗
AtlasMembers
The full record on Fortitude Family Office
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 4 years of filings
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- Growth over one, three and five years
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- Rank against 2,896 peers of its type and size
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- Owners and executives, with titles and stakes
- 2 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
- 7Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Similar-size RIAs in Arizona
All of Arizona →| Firm | Regulatory AUM | Clients |
|---|---|---|
| AWM Capital, LLCPhoenix | $1.5B | 455 |
| Total Investment Management, Inc.Scottsdale | $1.4B | 1,184 |
| MSH Capital Advisors LLCScottsdale | $1.3B | 2,257 |
| Brookwood Investment GroupPhoenix | $1.3B | 3,500 |
| ARQ Wealth Advisors, LLCScottsdale | $1.2B | 597 |
| Balboa Wealth Partners, Inc.Scottsdale | $1.1B | 1,084 |
Background
Questions
How much does Fortitude Family Office manage?
Fortitude Family Office reports $1.3B in regulatory assets under management across 971 accounts, 90% of it on a discretionary basis, on its Form ADV filed September 23, 2026.
How many clients does Fortitude Family Office have?
It reports 407 individual clients: 357 high-net-worth individuals and 50 other individuals. Individuals account for about 87% of its regulatory assets.
Where is Fortitude Family Office headquartered?
Its main office is in Scottsdale, Arizona. It reports 1 office in total and 40 employees, 14 of whom perform investment advisory functions.
How does Fortitude Family Office charge clients?
On Form ADV it lists these forms of compensation: a percentage of assets under management; hourly charges; fixed fees; performance-based fees; other. Fees and minimums are set out in its Form ADV Part 2A brochure, available on the SEC’s adviser search.
What custodian does Fortitude Family Office use?
It reports Charles Schwab as the custodian for its clients’ separately managed accounts. On Schedule D of its Form ADV filed September 23, 2026, it reports these amounts held: Charles Schwab ($944M). Form ADV lists only custodians holding 10% or more of separately managed account assets.
Is Fortitude Family Office a hybrid RIA with a broker-dealer?
Fortitude Family Office reports no employees registered with a broker-dealer and no affiliated broker-dealer.
Is Fortitude Family Office a fiduciary?
As an SEC-registered investment adviser, Fortitude Family Office owes its advisory clients a fiduciary duty under the Investment Advisers Act of 1940, which includes duties of care and loyalty. It reports no employees who are registered representatives of a broker-dealer.
Where these numbers come from
Every figure is Fortitude Family Office’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-09-23), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Its national rank compares it with every US-based independent wealth management RIA, the same field as The Largest RIAs. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →