RIA Intel›Advisers›Ohio›FORTIFI CAPITAL, LLC

FORTIFI CAPITAL, LLC

Advisory

OH

Data as of Mar 31, 2026 · Source: SEC Form ADV

Average account
$97K
across 50 accounts
AUM per adviser
$5M
1 adviser

Source: SEC Form ADV. Figures as filed Mar 31, 2026.

Total AUM
$5M
Discretionary %
100%
Clients
28
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$5M
Discretionary AUM$5M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients28
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InOH
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in OH

Closest by assets under management. All figures from Form ADV.

THE OIC ADVISORY LLC
$5M
MARIN FINANCIAL GROUP INC
$5M
MASTERSON INVESTMENT COUNSEL, LLC
$5M
W.M. BAKER INVESTMENTS LLC
$5M
THE SIEKMANN COMPANY LLC
PLAIN CITY, OH
$5M
CHLEBINA CAPITAL MANAGEMENT, LLC
AKRON, OH
$5M

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