FORTUNE FINANCIAL ADVISORS, LLC
CRD #145799 SEC #801-78728 OVERLAND PARK, KS 913-393-0038
SEC Registered
Total AUM
$202.4M
Discretionary
$202.1M
Employees
5
Clients
26
Accounts
564
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $202.4M | $202.1M | $234.4K | 5 | 0 |
| Mar 2025 | $202.4M | $202.1M | $234.4K | 5 | 0 |
| Oct 2024 | $369M | $212.4M | $156.6M | 8 | 0 |
| Mar 2024 | $369M | $212.4M | $156.6M | 8 | 0 |
| Feb 2023 | $316.7M | $183.1M | $133.6M | 8 | 0 |
| Mar 2022 | $291M | $194.7M | $96.2M | 6 | 0 |
| Nov 2021 | $238.7M | $155.2M | $83.5M | 6 | 0 |
| Feb 2021 | $238.7M | $155.2M | $83.5M | 6 | 0 |
| Jun 2020 | $195.5M | $125.8M | $69.8M | 6 | 0 |
| Mar 2020 | $195.5M | $125.8M | $69.8M | 6 | 0 |
| Mar 2019 | $127.8M | $104.8M | $23M | 6 | 0 |
| Feb 2018 | $152.3M | $108.7M | $43.6M | 6 | 0 |
| Nov 2017 | $117.3M | $88.2M | $29.1M | 6 | 0 |
| Feb 2017 | $117.3M | $88.2M | $29.1M | 6 | 190 |
| Mar 2016 | $127.2M | $75.4M | $51.8M | 6 | 142 |
| Aug 2015 | $123M | $74M | $49M | 6 | 142 |
| Feb 2015 | $123M | $74M | $49M | 5 | 142 |
| Jun 2014 | $107M | $65.7M | $41.3M | 5 | 142 |
| Mar 2014 | $107M | $65.7M | $41.3M | 5 | 142 |
| Dec 2013 | $104.4M | $63.4M | $41M | 5 | 142 |
| Nov 2013 | $104.4M | $63.4M | $41M | 5 | 142 |
| Oct 2013 | $104.4M | $63.4M | $41M | 5 | 142 |
| Jun 2012 | $38.7M | $38.7M | $0 | 1 | 142 |
| May 2012 | $38.7M | $38.7M | $0 | 1 | 142 |
| May 2012 | $38.7M | $38.7M | $0 | 1 | 142 |
| Feb 2012 | $38.7M | $38.7M | $0 | 1 | 142 |
| Mar 2011 | $37.7M | $37.7M | $0 | 5 | -- |
| Feb 2011 | $36.9M | $36.9M | $0 | 5 | -- |
| Mar 2008 | $27.5M | $27.5M | $0 | 5 | -- |
| Nov 2007 | $0 | $0 | $0 | 5 | -- |
DateDec 2025
Total AUM$202.4M
Discretionary$202.1M
Non-Disc.$234.4K
Employees5
Clients0
DateMar 2025
Total AUM$202.4M
Discretionary$202.1M
Non-Disc.$234.4K
Employees5
Clients0
DateOct 2024
Total AUM$369M
Discretionary$212.4M
Non-Disc.$156.6M
Employees8
Clients0
DateMar 2024
Total AUM$369M
Discretionary$212.4M
Non-Disc.$156.6M
Employees8
Clients0
DateFeb 2023
Total AUM$316.7M
Discretionary$183.1M
Non-Disc.$133.6M
Employees8
Clients0
DateMar 2022
Total AUM$291M
Discretionary$194.7M
Non-Disc.$96.2M
Employees6
Clients0
DateNov 2021
Total AUM$238.7M
Discretionary$155.2M
Non-Disc.$83.5M
Employees6
Clients0
DateFeb 2021
Total AUM$238.7M
Discretionary$155.2M
Non-Disc.$83.5M
Employees6
Clients0
DateJun 2020
Total AUM$195.5M
Discretionary$125.8M
Non-Disc.$69.8M
Employees6
Clients0
DateMar 2020
Total AUM$195.5M
Discretionary$125.8M
Non-Disc.$69.8M
Employees6
Clients0
DateMar 2019
Total AUM$127.8M
Discretionary$104.8M
Non-Disc.$23M
Employees6
Clients0
DateFeb 2018
Total AUM$152.3M
Discretionary$108.7M
Non-Disc.$43.6M
Employees6
Clients0
DateNov 2017
Total AUM$117.3M
Discretionary$88.2M
Non-Disc.$29.1M
Employees6
Clients0
DateFeb 2017
Total AUM$117.3M
Discretionary$88.2M
Non-Disc.$29.1M
Employees6
Clients190
DateMar 2016
Total AUM$127.2M
Discretionary$75.4M
Non-Disc.$51.8M
Employees6
Clients142
DateAug 2015
Total AUM$123M
Discretionary$74M
Non-Disc.$49M
Employees6
Clients142
DateFeb 2015
Total AUM$123M
Discretionary$74M
Non-Disc.$49M
Employees5
Clients142
DateJun 2014
Total AUM$107M
Discretionary$65.7M
Non-Disc.$41.3M
Employees5
Clients142
DateMar 2014
Total AUM$107M
Discretionary$65.7M
Non-Disc.$41.3M
Employees5
Clients142
DateDec 2013
Total AUM$104.4M
Discretionary$63.4M
Non-Disc.$41M
Employees5
Clients142
DateNov 2013
Total AUM$104.4M
Discretionary$63.4M
Non-Disc.$41M
Employees5
Clients142
DateOct 2013
Total AUM$104.4M
Discretionary$63.4M
Non-Disc.$41M
Employees5
Clients142
DateJun 2012
Total AUM$38.7M
Discretionary$38.7M
Non-Disc.$0
Employees1
Clients142
DateMay 2012
Total AUM$38.7M
Discretionary$38.7M
Non-Disc.$0
Employees1
Clients142
DateMay 2012
Total AUM$38.7M
Discretionary$38.7M
Non-Disc.$0
Employees1
Clients142
DateFeb 2012
Total AUM$38.7M
Discretionary$38.7M
Non-Disc.$0
Employees1
Clients142
DateMar 2011
Total AUM$37.7M
Discretionary$37.7M
Non-Disc.$0
Employees5
Clients--
DateFeb 2011
Total AUM$36.9M
Discretionary$36.9M
Non-Disc.$0
Employees5
Clients--
DateMar 2008
Total AUM$27.5M
Discretionary$27.5M
Non-Disc.$0
Employees5
Clients--
DateNov 2007
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--