RIA Intel›Advisers›Indiana›FORTRESS CAPITAL ADVISORS LLC

FORTRESS CAPITAL ADVISORS LLC

Advisory

Data as of Feb 13, 2026 · Source: SEC Form ADV

Average account

$232K

across 62 accounts

AUM per adviser

$14M

1 advisers

Source: SEC Form ADV. Figures as filed Feb 13, 2026.

Total AUM

$14M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$14M

Discretionary AUM$14M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients18

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InIN, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

18 clients

8 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in IN

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

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$14M

ABOUND WEALTH STRATEGIES, LLC

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$14M

VITALITY WEALTH PLANNING LLC

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