Fortitude Financial LLC
● SEC registered since 2021CRD 313235SEC# 801-120732Spokane, WA
Reg. AUM
$281.5M
Employees
7
Accounts
1,832
Location
Spokane, WA
Fortitude Financial LLC assets under management
Fortitude Financial LLC is a registered investment adviser overseen by the SEC based in Spokane, WA. The firm has been registered since 2021. It reports $281.5 million in regulatory assets under management and employs 7 people.
Fortitude Financial LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Benjamin Kohls Chase | Partner | 10-25% | 2022 |
| Jeremy Frank Lewis Control | Principal | 50-75% | 2021 |
| Joni L Gall Control | Chief Compliance Officer | Under 5% | 2021 |
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Join to unlock · $37/moFrequently asked questions
How much does Fortitude Financial LLC manage?
Fortitude Financial LLC reports $281.5 million in regulatory assets under management on its Form ADV.
How many employees does Fortitude Financial LLC have?
Fortitude Financial LLC reports 7 employees.
Where is Fortitude Financial LLC located?
Fortitude Financial LLC is based in Spokane, WA and has been SEC-registered since 2021.
Does Fortitude Financial LLC disclose fund performance?
Fortitude Financial LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 123 East 2nd Avenue, Spokane, WA 99202 |
| Phone | 509-931-1199 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$281.5M▲ 4%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 64%
Larger than 36% of 16,271 advisers
EmployeesTop 51%
More than 49% of 16,825 advisers
Assets under management
$281.5Mregulatory AUM
Discretionary $272.1MNon-discretionary $9.4M