FORTITUDE ADVISORY GROUP L.L.C.
CRD #116083 SEC #801-60827 GIG HARBOR, WA 253-470-4977
SEC Registered
Total AUM
$416.9M
Discretionary
$414.8M
Employees
15
Clients
51
Accounts
1,326
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $416.9M | $414.8M | $2.1M | 15 | 0 |
| Jun 2025 | $416.9M | $414.8M | $2.1M | 15 | 0 |
| May 2025 | $416.9M | $414.8M | $2.1M | 15 | 0 |
| Apr 2025 | $416.9M | $414.8M | $2.1M | 15 | 0 |
| Jan 2025 | $429.6M | $425.3M | $4.3M | 26 | 0 |
| Jan 2025 | $429.6M | $425.3M | $4.3M | 26 | 0 |
| Mar 2024 | $429.6M | $425.3M | $4.3M | 25 | 0 |
| Sep 2023 | $367.3M | $363.2M | $4.1M | 25 | 0 |
| Mar 2023 | $367.3M | $363.2M | $4.1M | 25 | 0 |
| Oct 2022 | $337.4M | $333.4M | $3.9M | 16 | 2 |
| Aug 2022 | $337.4M | $333.4M | $3.9M | 16 | 2 |
| May 2022 | $337.4M | $333.4M | $3.9M | 16 | 2 |
| Apr 2022 | $337.4M | $333.4M | $3.9M | 16 | 2 |
| Mar 2022 | $337.4M | $333.4M | $3.9M | 16 | 2 |
| Mar 2022 | $337.4M | $333.4M | $3.9M | 16 | 2 |
| Oct 2021 | $191.1M | $187.9M | $3.1M | 18 | 0 |
| Oct 2021 | $191.1M | $187.9M | $3.1M | 18 | 0 |
| Jul 2021 | $191.1M | $187.9M | $3.1M | 18 | 0 |
| Jun 2021 | $191.1M | $187.9M | $3.1M | 18 | 0 |
| May 2021 | $191.1M | $187.9M | $3.1M | 18 | 0 |
| Mar 2021 | $191.1M | $187.9M | $3.1M | 18 | 0 |
| Mar 2021 | $191.1M | $187.9M | $3.1M | 18 | 0 |
| Jan 2021 | $173M | $173M | $0 | 13 | 0 |
| Sep 2020 | $138M | $138M | $0 | 13 | 0 |
| Jul 2020 | $138M | $138M | $0 | 13 | 0 |
| Jun 2020 | $138M | $138M | $0 | 13 | 0 |
| May 2020 | $138M | $138M | $0 | 13 | 0 |
| Mar 2020 | $138M | $138M | $0 | 13 | 0 |
| Dec 2019 | $143M | $143M | $0 | 11 | 0 |
| Oct 2019 | $143M | $143M | $0 | 11 | 0 |
| Oct 2019 | $143M | $143M | $0 | 11 | 0 |
| Oct 2019 | $143M | $143M | $0 | 11 | 0 |
| Oct 2019 | $143M | $143M | $0 | 11 | 0 |
| Sep 2019 | $143M | $143M | $0 | 11 | 0 |
| Jun 2019 | $143M | $143M | $0 | 11 | 0 |
| Jun 2019 | $143M | $143M | $0 | 11 | 0 |
| Jun 2019 | $143M | $143M | $0 | 11 | 0 |
| Mar 2019 | $143M | $143M | $0 | 11 | 0 |
| Nov 2018 | $148M | $148M | $0 | 13 | 0 |
| Feb 2018 | $148M | $148M | $0 | 13 | 0 |
| Feb 2018 | $148M | $148M | $0 | 13 | 0 |
| Dec 2017 | $220M | $220M | $0 | 13 | 420 |
| Nov 2017 | $220M | $220M | $0 | 13 | 420 |
| Jun 2017 | $220M | $220M | $0 | 13 | 700 |
| Jun 2017 | $220M | $220M | $0 | 13 | 700 |
| Apr 2017 | $220M | $220M | $0 | 13 | 700 |
| Mar 2017 | $220M | $220M | $0 | 13 | 700 |
| Dec 2016 | $200M | $200M | $0 | 13 | 700 |
| Dec 2016 | $200M | $200M | $0 | 13 | 700 |
| Oct 2016 | $250M | $250M | $0 | 48 | 700 |
| Oct 2016 | $250M | $250M | $0 | 48 | 700 |
| Oct 2016 | $250M | $250M | $0 | 48 | 700 |
| May 2016 | $338.8M | $338.8M | $0 | 48 | 700 |
| May 2016 | $338.8M | $338.8M | $0 | 48 | 700 |
| Mar 2016 | $338.8M | $338.8M | $0 | 48 | 700 |
| Feb 2016 | $242.5M | $242.5M | $0 | 36 | 700 |
| Jan 2016 | $242.5M | $242.5M | $0 | 36 | 700 |
| Jan 2016 | $242.5M | $242.5M | $0 | 36 | 700 |
| Sep 2015 | $242.5M | $242.5M | $0 | 36 | 700 |
| Jun 2015 | $242.5M | $242.5M | $0 | 36 | 700 |
| Jun 2015 | $242.5M | $242.5M | $0 | 36 | 700 |
| Apr 2015 | $242.5M | $242.5M | $0 | 36 | 700 |
| Apr 2015 | $350.1M | $350.1M | $0 | 36 | 700 |
| Mar 2015 | $350.1M | $350.1M | $0 | 36 | 700 |
| Jan 2015 | $427.6M | $427.6M | $0 | 35 | 700 |
| Oct 2014 | $427.6M | $427.6M | $0 | 35 | 700 |
| Aug 2014 | $359.5M | $359.5M | $0 | 35 | 700 |
| Jul 2014 | $359.5M | $359.5M | $0 | 35 | 700 |
| May 2014 | $460.8M | $460.8M | $0 | 36 | 1,800 |
| Apr 2014 | $460.8M | $460.8M | $0 | 36 | 1,800 |
| Mar 2014 | $460.8M | $460.8M | $0 | 36 | 1,800 |
| Mar 2014 | $328M | $328M | $0 | 59 | 1,700 |
| Feb 2014 | $328M | $328M | $0 | 59 | 1,700 |
| Feb 2014 | $328M | $328M | $0 | 59 | 1,700 |
| Dec 2013 | $328M | $328M | $0 | 59 | 1,700 |
| Apr 2013 | $328M | $328M | $0 | 59 | 1,700 |
| Dec 2012 | $314M | $110M | $204M | 26 | 800 |
| Aug 2012 | $314M | $110M | $204M | 11 | 800 |
| May 2012 | $314M | $110M | $204M | 11 | 800 |
| Mar 2012 | $314M | $110M | $204M | 11 | 800 |
| Mar 2012 | $268.3M | $112.8M | $155.5M | 11 | 800 |
| Feb 2012 | $268.3M | $112.8M | $155.5M | 11 | 800 |
| Aug 2011 | $268.3M | $112.8M | $155.5M | -- | -- |
| May 2011 | $268.3M | $112.8M | $155.5M | -- | -- |
| Mar 2011 | $268.3M | $112.8M | $155.5M | -- | -- |
| Mar 2011 | $310M | $310M | $0 | 10 | -- |
| May 2010 | $310M | $310M | $0 | 10 | -- |
| Apr 2010 | $310M | $310M | $0 | 10 | -- |
| Mar 2010 | $310M | $310M | $0 | 10 | -- |
| Mar 2009 | $213.1M | $12.4M | $200.7M | 10 | -- |
| Jan 2008 | $86.7M | $86.7M | $0 | 10 | -- |
| Jan 2008 | $86.7M | $86.7M | $0 | 10 | -- |
| Dec 2007 | $86.7M | $86.7M | $0 | 10 | -- |
| Oct 2007 | $86.7M | $86.7M | $0 | 10 | -- |
| Mar 2007 | $86.7M | $86.7M | $0 | 10 | -- |
| Oct 2005 | $71.7M | $71.7M | $0 | 10 | -- |
| Sep 2005 | $71.7M | $71.7M | $0 | 10 | -- |
| Jan 2005 | $45.2M | $45.2M | $0 | 10 | -- |
| Dec 2004 | $45.2M | $45.2M | $0 | 10 | -- |
| Sep 2004 | $45.2M | $45.2M | $0 | 10 | -- |
| Aug 2004 | $45.2M | $45.2M | $0 | 10 | -- |
| Apr 2004 | $45.2M | $45.2M | $0 | 10 | -- |
| Apr 2004 | $45.2M | $45.2M | $0 | 10 | -- |
| Apr 2004 | $45.2M | $45.2M | $0 | 10 | -- |
| Apr 2004 | $65.7M | $65.7M | $0 | 10 | -- |
DateSep 2025
Total AUM$416.9M
Discretionary$414.8M
Non-Disc.$2.1M
Employees15
Clients0
DateJun 2025
Total AUM$416.9M
Discretionary$414.8M
Non-Disc.$2.1M
Employees15
Clients0
DateMay 2025
Total AUM$416.9M
Discretionary$414.8M
Non-Disc.$2.1M
Employees15
Clients0
DateApr 2025
Total AUM$416.9M
Discretionary$414.8M
Non-Disc.$2.1M
Employees15
Clients0
DateJan 2025
Total AUM$429.6M
Discretionary$425.3M
Non-Disc.$4.3M
Employees26
Clients0
DateJan 2025
Total AUM$429.6M
Discretionary$425.3M
Non-Disc.$4.3M
Employees26
Clients0
DateMar 2024
Total AUM$429.6M
Discretionary$425.3M
Non-Disc.$4.3M
Employees25
Clients0
DateSep 2023
Total AUM$367.3M
Discretionary$363.2M
Non-Disc.$4.1M
Employees25
Clients0
DateMar 2023
Total AUM$367.3M
Discretionary$363.2M
Non-Disc.$4.1M
Employees25
Clients0
DateOct 2022
Total AUM$337.4M
Discretionary$333.4M
Non-Disc.$3.9M
Employees16
Clients2
DateAug 2022
Total AUM$337.4M
Discretionary$333.4M
Non-Disc.$3.9M
Employees16
Clients2
DateMay 2022
Total AUM$337.4M
Discretionary$333.4M
Non-Disc.$3.9M
Employees16
Clients2
DateApr 2022
Total AUM$337.4M
Discretionary$333.4M
Non-Disc.$3.9M
Employees16
Clients2
DateMar 2022
Total AUM$337.4M
Discretionary$333.4M
Non-Disc.$3.9M
Employees16
Clients2
DateMar 2022
Total AUM$337.4M
Discretionary$333.4M
Non-Disc.$3.9M
Employees16
Clients2
DateOct 2021
Total AUM$191.1M
Discretionary$187.9M
Non-Disc.$3.1M
Employees18
Clients0
DateOct 2021
Total AUM$191.1M
Discretionary$187.9M
Non-Disc.$3.1M
Employees18
Clients0
DateJul 2021
Total AUM$191.1M
Discretionary$187.9M
Non-Disc.$3.1M
Employees18
Clients0
DateJun 2021
Total AUM$191.1M
Discretionary$187.9M
Non-Disc.$3.1M
Employees18
Clients0
DateMay 2021
Total AUM$191.1M
Discretionary$187.9M
Non-Disc.$3.1M
Employees18
Clients0
DateMar 2021
Total AUM$191.1M
Discretionary$187.9M
Non-Disc.$3.1M
Employees18
Clients0
DateMar 2021
Total AUM$191.1M
Discretionary$187.9M
Non-Disc.$3.1M
Employees18
Clients0
DateJan 2021
Total AUM$173M
Discretionary$173M
Non-Disc.$0
Employees13
Clients0
DateSep 2020
Total AUM$138M
Discretionary$138M
Non-Disc.$0
Employees13
Clients0
DateJul 2020
Total AUM$138M
Discretionary$138M
Non-Disc.$0
Employees13
Clients0
DateJun 2020
Total AUM$138M
Discretionary$138M
Non-Disc.$0
Employees13
Clients0
DateMay 2020
Total AUM$138M
Discretionary$138M
Non-Disc.$0
Employees13
Clients0
DateMar 2020
Total AUM$138M
Discretionary$138M
Non-Disc.$0
Employees13
Clients0
DateDec 2019
Total AUM$143M
Discretionary$143M
Non-Disc.$0
Employees11
Clients0
DateOct 2019
Total AUM$143M
Discretionary$143M
Non-Disc.$0
Employees11
Clients0
DateOct 2019
Total AUM$143M
Discretionary$143M
Non-Disc.$0
Employees11
Clients0
DateOct 2019
Total AUM$143M
Discretionary$143M
Non-Disc.$0
Employees11
Clients0
DateOct 2019
Total AUM$143M
Discretionary$143M
Non-Disc.$0
Employees11
Clients0
DateSep 2019
Total AUM$143M
Discretionary$143M
Non-Disc.$0
Employees11
Clients0
DateJun 2019
Total AUM$143M
Discretionary$143M
Non-Disc.$0
Employees11
Clients0
DateJun 2019
Total AUM$143M
Discretionary$143M
Non-Disc.$0
Employees11
Clients0
DateJun 2019
Total AUM$143M
Discretionary$143M
Non-Disc.$0
Employees11
Clients0
DateMar 2019
Total AUM$143M
Discretionary$143M
Non-Disc.$0
Employees11
Clients0
DateNov 2018
Total AUM$148M
Discretionary$148M
Non-Disc.$0
Employees13
Clients0
DateFeb 2018
Total AUM$148M
Discretionary$148M
Non-Disc.$0
Employees13
Clients0
DateFeb 2018
Total AUM$148M
Discretionary$148M
Non-Disc.$0
Employees13
Clients0
DateDec 2017
Total AUM$220M
Discretionary$220M
Non-Disc.$0
Employees13
Clients420
DateNov 2017
Total AUM$220M
Discretionary$220M
Non-Disc.$0
Employees13
Clients420
DateJun 2017
Total AUM$220M
Discretionary$220M
Non-Disc.$0
Employees13
Clients700
DateJun 2017
Total AUM$220M
Discretionary$220M
Non-Disc.$0
Employees13
Clients700
DateApr 2017
Total AUM$220M
Discretionary$220M
Non-Disc.$0
Employees13
Clients700
DateMar 2017
Total AUM$220M
Discretionary$220M
Non-Disc.$0
Employees13
Clients700
DateDec 2016
Total AUM$200M
Discretionary$200M
Non-Disc.$0
Employees13
Clients700
DateDec 2016
Total AUM$200M
Discretionary$200M
Non-Disc.$0
Employees13
Clients700
DateOct 2016
Total AUM$250M
Discretionary$250M
Non-Disc.$0
Employees48
Clients700
DateOct 2016
Total AUM$250M
Discretionary$250M
Non-Disc.$0
Employees48
Clients700
DateOct 2016
Total AUM$250M
Discretionary$250M
Non-Disc.$0
Employees48
Clients700
DateMay 2016
Total AUM$338.8M
Discretionary$338.8M
Non-Disc.$0
Employees48
Clients700
DateMay 2016
Total AUM$338.8M
Discretionary$338.8M
Non-Disc.$0
Employees48
Clients700
DateMar 2016
Total AUM$338.8M
Discretionary$338.8M
Non-Disc.$0
Employees48
Clients700
DateFeb 2016
Total AUM$242.5M
Discretionary$242.5M
Non-Disc.$0
Employees36
Clients700
DateJan 2016
Total AUM$242.5M
Discretionary$242.5M
Non-Disc.$0
Employees36
Clients700
DateJan 2016
Total AUM$242.5M
Discretionary$242.5M
Non-Disc.$0
Employees36
Clients700
DateSep 2015
Total AUM$242.5M
Discretionary$242.5M
Non-Disc.$0
Employees36
Clients700
DateJun 2015
Total AUM$242.5M
Discretionary$242.5M
Non-Disc.$0
Employees36
Clients700
DateJun 2015
Total AUM$242.5M
Discretionary$242.5M
Non-Disc.$0
Employees36
Clients700
DateApr 2015
Total AUM$242.5M
Discretionary$242.5M
Non-Disc.$0
Employees36
Clients700
DateApr 2015
Total AUM$350.1M
Discretionary$350.1M
Non-Disc.$0
Employees36
Clients700
DateMar 2015
Total AUM$350.1M
Discretionary$350.1M
Non-Disc.$0
Employees36
Clients700
DateJan 2015
Total AUM$427.6M
Discretionary$427.6M
Non-Disc.$0
Employees35
Clients700
DateOct 2014
Total AUM$427.6M
Discretionary$427.6M
Non-Disc.$0
Employees35
Clients700
DateAug 2014
Total AUM$359.5M
Discretionary$359.5M
Non-Disc.$0
Employees35
Clients700
DateJul 2014
Total AUM$359.5M
Discretionary$359.5M
Non-Disc.$0
Employees35
Clients700
DateMay 2014
Total AUM$460.8M
Discretionary$460.8M
Non-Disc.$0
Employees36
Clients1,800
DateApr 2014
Total AUM$460.8M
Discretionary$460.8M
Non-Disc.$0
Employees36
Clients1,800
DateMar 2014
Total AUM$460.8M
Discretionary$460.8M
Non-Disc.$0
Employees36
Clients1,800
DateMar 2014
Total AUM$328M
Discretionary$328M
Non-Disc.$0
Employees59
Clients1,700
DateFeb 2014
Total AUM$328M
Discretionary$328M
Non-Disc.$0
Employees59
Clients1,700
DateFeb 2014
Total AUM$328M
Discretionary$328M
Non-Disc.$0
Employees59
Clients1,700
DateDec 2013
Total AUM$328M
Discretionary$328M
Non-Disc.$0
Employees59
Clients1,700
DateApr 2013
Total AUM$328M
Discretionary$328M
Non-Disc.$0
Employees59
Clients1,700
DateDec 2012
Total AUM$314M
Discretionary$110M
Non-Disc.$204M
Employees26
Clients800
DateAug 2012
Total AUM$314M
Discretionary$110M
Non-Disc.$204M
Employees11
Clients800
DateMay 2012
Total AUM$314M
Discretionary$110M
Non-Disc.$204M
Employees11
Clients800
DateMar 2012
Total AUM$314M
Discretionary$110M
Non-Disc.$204M
Employees11
Clients800
DateMar 2012
Total AUM$268.3M
Discretionary$112.8M
Non-Disc.$155.5M
Employees11
Clients800
DateFeb 2012
Total AUM$268.3M
Discretionary$112.8M
Non-Disc.$155.5M
Employees11
Clients800
DateAug 2011
Total AUM$268.3M
Discretionary$112.8M
Non-Disc.$155.5M
Employees--
Clients--
DateMay 2011
Total AUM$268.3M
Discretionary$112.8M
Non-Disc.$155.5M
Employees--
Clients--
DateMar 2011
Total AUM$268.3M
Discretionary$112.8M
Non-Disc.$155.5M
Employees--
Clients--
DateMar 2011
Total AUM$310M
Discretionary$310M
Non-Disc.$0
Employees10
Clients--
DateMay 2010
Total AUM$310M
Discretionary$310M
Non-Disc.$0
Employees10
Clients--
DateApr 2010
Total AUM$310M
Discretionary$310M
Non-Disc.$0
Employees10
Clients--
DateMar 2010
Total AUM$310M
Discretionary$310M
Non-Disc.$0
Employees10
Clients--
DateMar 2009
Total AUM$213.1M
Discretionary$12.4M
Non-Disc.$200.7M
Employees10
Clients--
DateJan 2008
Total AUM$86.7M
Discretionary$86.7M
Non-Disc.$0
Employees10
Clients--
DateJan 2008
Total AUM$86.7M
Discretionary$86.7M
Non-Disc.$0
Employees10
Clients--
DateDec 2007
Total AUM$86.7M
Discretionary$86.7M
Non-Disc.$0
Employees10
Clients--
DateOct 2007
Total AUM$86.7M
Discretionary$86.7M
Non-Disc.$0
Employees10
Clients--
DateMar 2007
Total AUM$86.7M
Discretionary$86.7M
Non-Disc.$0
Employees10
Clients--
DateOct 2005
Total AUM$71.7M
Discretionary$71.7M
Non-Disc.$0
Employees10
Clients--
DateSep 2005
Total AUM$71.7M
Discretionary$71.7M
Non-Disc.$0
Employees10
Clients--
DateJan 2005
Total AUM$45.2M
Discretionary$45.2M
Non-Disc.$0
Employees10
Clients--
DateDec 2004
Total AUM$45.2M
Discretionary$45.2M
Non-Disc.$0
Employees10
Clients--
DateSep 2004
Total AUM$45.2M
Discretionary$45.2M
Non-Disc.$0
Employees10
Clients--
DateAug 2004
Total AUM$45.2M
Discretionary$45.2M
Non-Disc.$0
Employees10
Clients--
DateApr 2004
Total AUM$45.2M
Discretionary$45.2M
Non-Disc.$0
Employees10
Clients--
DateApr 2004
Total AUM$45.2M
Discretionary$45.2M
Non-Disc.$0
Employees10
Clients--
DateApr 2004
Total AUM$45.2M
Discretionary$45.2M
Non-Disc.$0
Employees10
Clients--
DateApr 2004
Total AUM$65.7M
Discretionary$65.7M
Non-Disc.$0
Employees10
Clients--