RIA Intel›Advisers›Florida›FORTUNA INVESTORS LLC

FORTUNA INVESTORS LLC

Advisory

JUPITER, FL

Data as of Mar 11, 2026 · Source: SEC Form ADV

Rank in FL

#1,977

of 2,610 advisers by AUM

Average account

$144K

across 148 accounts

AUM per adviser

$5M

4 advisers

Source: SEC Form ADV. Figures as filed Mar 11, 2026.

Total AUM

$21M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

4

Assets Under Management

Total AUM$21M

Discretionary AUM$21M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients51

Team

Total Employees4

Investment Advisers4

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCA, FL, 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

51 clients

13 high-net-worth

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

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