RIA Intel›Advisers›North Carolina›FORTRESS PRIVATE LEDGER, LLC

FORTRESS PRIVATE LEDGER, LLC

Advisory

N·RALEIGH, NC

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

Total AUM

$584M

1-Year AUM Growth

+72.5%

3-Year CAGR

+36.7%

Employees

13

Assets Under Management

Total AUM$584M

Discretionary AUM$571M

Non-Discretionary AUM$13M

Discretionary %97.7%

Total Clients502

Team

Total Employees13

Investment Advisers22

Employee Growth (1Y)+15.4%

Filing History

Total Filings on Record26

First FilingJan 14, 2020

Latest FilingMar 31, 2026

🔒 Full AUM trend chart and 26 historical filings spanning 6+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on FORTRESS PRIVATE LEDGER, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.