FORTITUDE FAMILY OFFICE, LLC

Legal name: FORTITUDE FAMILY OFFICE

CRD #317615 SEC #801-122907 SCOTTSDALE, AZ (602) 834-0089

SEC Registered Private Funds

Total AUM

$893.7M

Discretionary

$791.5M

Employees

Clients

Accounts

781

Firm Details

Organization Type: Limited Liability Company
State of Formation: Arizona
Fiscal Year End: DECEMBER
Registration Date: --
Latest Filing: Nov 4, 2025
Branch Offices: 0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

Name	Type	Title / Status	Ownership	Control
PHILLIPS, DALE, ANDREW	I	MEMBER	NA	Control
PHILLIPS, DALE, ANDREW	I	MANAGING MEMBER	NA	Control
PHILLIPS, DALE, ANDREW	I	MANAGING MEMBER	NA	Control
PHILLIPS, DALE, ANDREW	I	MEMBER	NA	Control
PHILLIPS, DALE, ANDREW	I	MANAGING MEMBER	NA	Control
PHILLIPS, DALE, ANDREW	I	MANAGING MEMBER	NA	Control
PHILLIPS, DALE, ANDREW	I	MANAGING MEMBER	NA	Control
PHILLIPS, DALE, ANDREW	I	MANAGING MEMBER	NA	Control
PHILLIPS, DALE, ANDREW	I	MANAGING MEMBER	NA	Control
PHILLIPS, DALE, ANDREW	I	MANAGING MEMBER	NA	Control
PHILLIPS, DALE, ANDREW	I	MANAGING MEMBER	NA	Control
PHILLIPS, DALE, ANDREW	I	MANAGING MEMBER	NA	Control
PHILLIPS, DALE, ANDREW	I	MANAGING MEMBER	NA	Control
PHILLIPS, DALE, ANDREW	I	MANAGING MEMBER	NA	Control
PHILLIPS, DALE, ANDREW	I	MANAGING MEMBER	NA	Control
PHILLIPS, DALE, ANDREW	I	MANAGING MEMBER	NA	Control
PHILLIPS, DALE, ANDREW	I	MANAGING MEMBER	NA	Control
PHILLIPS, DALE, ANDREW	I	MANAGING MEMBER	NA	Control
PHILLIPS, DALE, ANDREW	I	MANAGING MEMBER	NA	Control
PHILLIPS, DALE, ANDREW	I	MANAGING MEMBER	NA	Control
PHILLIPS, DALE, ANDREW	I	MANAGING MEMBER	NA	Control
PHILLIPS, DALE, ANDREW	I	MANAGING MEMBER/CHIEF COMPLIANCE OFFICER	NA	Control
PHILLIPS, DALE, ANDREW	I	MANAGING MEMBER/CHIEF COMPLIANCE OFFICER	NA	Control
PHILLIPS, DALE, ANDREW	I	MANAGING MEMBER/CHIEF COMPLIANCE OFFICER	NA	Control
PHILLIPS, DALE, ANDREW	I	MANAGING MEMBER/CHIEF COMPLIANCE OFFICER	NA	Control
PHILLIPS, DALE, ANDREW	I	MANAGING MEMBER/CHIEF COMPLIANCE OFFICER	NA	Control
PHILLIPS, DALE, ANDREW	I	MANAGING MEMBER/CHIEF COMPLIANCE OFFICER	NA	Control
PHILLIPS, DALE, ANDREW	I	MANAGING MEMBER/CHIEF COMPLIANCE OFFICER	NA	Control
PHILLIPS, DALE, ANDREW	I	MANAGING MEMBER/CHIEF COMPLIANCE OFFICER	NA	Control
WALKER, MATTHEW, GENE	I	CCO, MEMBER	NA	Control
WALKER, MATTHEW, GENE	I	CCO	NA	Control
WALKER, MATTHEW, GENE	I	CCO	NA	Control
WALKER, MATTHEW, GENE	I	CCO, MANAGING MEMBER	NA	Control
WALKER, MATTHEW, GENE	I	CCO, MANAGING MEMBER	NA	Control
WALKER, MATTHEW, GENE	I	CCO, MEMBER	NA	Control
WALKER, MATTHEW, GENE	I	CCO, MANAGING MEMBER	NA	Control
WALKER, MATTHEW, GENE	I	CCO, MANAGING MEMBER	NA	Control
WALKER, MATTHEW, GENE	I	CCO, MANAGING MEMBER	NA	Control
WALKER, MATTHEW, GENE	I	CCO, MANAGING MEMBER	NA	Control
WALKER, MATTHEW, GENE	I	CCO, MANAGING MEMBER	NA	Control
WALKER, MATTHEW, GENE	I	CCO, MANAGING MEMBER	NA	Control
WALKER, MATTHEW, GENE	I	CCO, MANAGING MEMBER	NA	Control
WALKER, MATTHEW, GENE	I	CCO, MANAGING MEMBER	NA	Control
WALKER, MATTHEW, GENE	I	CCO, MANAGING MEMBER	NA	Control
WALKER, MATTHEW, GENE	I	CCO, MANAGING MEMBER	NA	Control
WALKER, MATTHEW, GENE	I	CCO, MANAGING MEMBER	NA	Control
WALKER, MATTHEW, GENE	I	CCO, MANAGING MEMBER	NA	Control
WALKER, MATTHEW, GENE	I	CCO, MANAGING MEMBER	NA	Control
WALKER, MATTHEW, GENE	I	CCO, MANAGING MEMBER	NA	Control
WALKER, MATTHEW, GENE	I	CCO, MANAGING MEMBER	NA	Control
WALKER, MATTHEW, GENE	I	CCO, MANAGING MEMBER	NA	Control
WALKER, MATTHEW, GENE	I	CCO, MANAGING MEMBER	NA	Control
WALKER, MATTHEW, GENE	I	CHEIF COMPLIANCEOFFICER, MANAGING MEMBER	NA	Control
WALKER, MATTHEW, GENE	I	CHEIF COMPLIANCEOFFICER, MANAGING MEMBER	NA	Control
WALKER, MATTHEW, GENE	I	CHEIF COMPLIANCEOFFICER, MANAGING MEMBER	NA	Control
WALKER, MATTHEW, GENE	I	CHEIF COMPLIANCEOFFICER, MANAGING MEMBER	NA	Control
WALKER, MATTHEW, GENE	I	CHEIF COMPLIANCEOFFICER, MANAGING MEMBER	NA	Control
WALKER, MATTHEW, GENE	I	CHEIF COMPLIANCEOFFICER, MANAGING MEMBER	NA	Control
WALKER, MATTHEW, GENE	I	CHEIF COMPLIANCEOFFICER, MANAGING MEMBER	NA	Control
WALKER, MATTHEW, GENE	I	CHEIF COMPLIANCEOFFICER, MANAGING MEMBER	NA	Control
WALKER FAMILY QOF, LLC	DE	MEMBER	E	Control
WALKER FAMILY QOF, LLC	DE	MEMBER	E	Control
WALKER FAMILY QOF, LLC	DE	MEMBER	E	Control
WALKER FAMILY QOF, LLC	DE	OWNER	E	Control
WALKER FAMILY QOF, LLC	DE	OWNER	E	Control
WALKER FAMILY QOF, LLC	DE	MEMBER	E	Control
WALKER FAMILY QOF, LLC	DE	OWNER	E	Control
WALKER FAMILY QOF, LLC	DE	OWNER	E	Control
WALKER FAMILY QOF, LLC	DE	OWNER	E	Control
WALKER FAMILY QOF, LLC	DE	OWNER	E	Control
WALKER FAMILY QOF, LLC	DE	OWNER	E	Control
WALKER FAMILY QOF, LLC	DE	OWNER	E	Control
WALKER FAMILY QOF, LLC	DE	OWNER	E	Control
WALKER FAMILY QOF, LLC	DE	OWNER	E	Control
WALKER FAMILY QOF, LLC	DE	OWNER	E	Control
WALKER FAMILY QOF, LLC	DE	OWNER	E	Control
WALKER FAMILY QOF, LLC	DE	OWNER	E	Control
WALKER FAMILY QOF, LLC	DE	OWNER	E	Control
WALKER FAMILY QOF, LLC	DE	OWNER	E	Control
WALKER FAMILY QOF, LLC	DE	OWNER	E	Control
WALKER FAMILY QOF, LLC	DE	OWNER	E	Control
WALKER FAMILY QOF, LLC	DE	OWNER	E	Control
WALKER FAMILY QOF, LLC	DE	OWNER	E	Control
WALKER FAMILY QOF, LLC	DE	OWNER	E	Control
WALKER FAMILY QOF, LLC	DE	OWNER	E	Control
WALKER FAMILY QOF, LLC	DE	OWNER	E	Control
WALKER FAMILY QOF, LLC	DE	OWNER	E	Control
WALKER FAMILY QOF, LLC	DE	OWNER	E	Control
WALKER FAMILY QOF, LLC	DE	OWNER	E	Control
WALKER FAMILY QOF, LLC	DE	OWNER	E	Control
WALKER FAMILY QOF, LLC	DE	OWNER	E	Control
PHILLIPS FAMILY QOF, LLC	DE	OWNER	A	Control
PHILLIPS FAMILY QOF, LLC	DE	OWNER	A	Control
PHILLIPS FAMILY QOF, LLC	DE	OWNER	A	Control
PHILLIPS FAMILY QOF, LLC	DE	OWNER	A	Control
PHILLIPS FAMILY QOF, LLC	DE	OWNER	A	Control
PHILLIPS FAMILY QOF, LLC	DE	OWNER	A	Control
PHILLIPS FAMILY QOF, LLC	DE	OWNER	A	Control
PHILLIPS FAMILY QOF, LLC	DE	OWNER	A	Control
PHILLIPS FAMILY QOF, LLC	DE	OWNER	A	Control
PHILLIPS FAMILY QOF, LLC	DE	OWNER	A	Control
PHILLIPS FAMILY QOF, LLC	DE	OWNER	A	Control
PHILLIPS FAMILY QOF, LLC	DE	OWNER	A	Control
PHILLIPS FAMILY QOF, LLC	DE	OWNER	A	Control
PHILLIPS FAMILY QOF, LLC	DE	OWNER	A	Control
PHILLIPS FAMILY QOF, LLC	DE	OWNER	A	Control
PHILLIPS FAMILY QOF, LLC	DE	OWNER	A	Control
PHILLIPS FAMILY QOF, LLC	DE	OWNER	A	Control
PHILLIPS FAMILY QOF, LLC	DE	OWNER	A	Control
PHILLIPS FAMILY QOF, LLC	DE	OWNER	A	Control
PHILLIPS FAMILY QOF, LLC	DE	OWNER	A	Control
PHILLIPS FAMILY QOF, LLC	DE	OWNER	A	Control
PHILLIPS FAMILY QOF, LLC	DE	OWNER	A	Control
PHILLIPS FAMILY QOF, LLC	DE	OWNER	A	Control
PHILLIPS FAMILY QOF, LLC	DE	OWNER	A	Control
PHILLIPS FAMILY QOF, LLC	DE	OWNER	A	Control
PHILLIPS FAMILY QOF, LLC	DE	OWNER	A	Control
PHILLIPS FAMILY QOF, LLC	DE	OWNER	A	Control
PHILLIPS FAMILY QOF, LLC	DE	OWNER	A	Control
PHILLIPS FAMILY QOF, LLC	DE	OWNER	A	Control

Indirect Owners (Schedule B)

Name	Type	Entity	Ownership	Control
PHILLIPS, DALE, ANDREW	I	PHILLIPS FAMILY QOF, LLC	E	Control
PHILLIPS, DALE, ANDREW	I	PHILLIPS FAMILY QOF, LLC	E	Control
PHILLIPS, DALE, ANDREW	I	PHILLIPS FAMILY QOF, LLC	E	Control
PHILLIPS, DALE, ANDREW	I	PHILLIPS FAMILY QOF, LLC	E	Control
PHILLIPS, DALE, ANDREW	I	PHILLIPS FAMILY QOF, LLC	E	Control
PHILLIPS, DALE, ANDREW	I	PHILLIPS FAMILY QOF, LLC	E	Control
PHILLIPS, DALE, ANDREW	I	PHILLIPS FAMILY QOF, LLC	E	Control
PHILLIPS, DALE, ANDREW	I	PHILLIPS FAMILY QOF, LLC	E	Control
PHILLIPS, DALE, ANDREW	I	PHILLIPS FAMILY QOF, LLC	E	Control
PHILLIPS, DALE, ANDREW	I	PHILLIPS FAMILY QOF, LLC	E	Control
PHILLIPS, DALE, ANDREW	I	PHILLIPS FAMILY QOF, LLC	E	Control
PHILLIPS, DALE, ANDREW	I	PHILLIPS FAMILY QOF, LLC	E	Control
PHILLIPS, DALE, ANDREW	I	PHILLIPS FAMILY QOF, LLC	E	Control
PHILLIPS, DALE, ANDREW	I	PHILLIPS FAMILY QOF, LLC	E	Control
PHILLIPS, DALE, ANDREW	I	PHILLIPS FAMILY QOF, LLC	E	Control
PHILLIPS, DALE, ANDREW	I	PHILLIPS FAMILY QOF, LLC	E	Control
PHILLIPS, DALE, ANDREW	I	PHILLIPS FAMILY QOF, LLC	E	Control
PHILLIPS, DALE, ANDREW	I	PHILLIPS FAMILY QOF, LLC	E	Control
PHILLIPS, DALE, ANDREW	I	PHILLIPS FAMILY QOF, LLC	E	Control
WALKER, MATTHEW, GENE	I	WALKER FAMILY QOF, LLC	E	Control
WALKER, MATTHEW, GENE	I	WALKER FAMILY QOF, LLC	E	Control
WALKER, MATTHEW, GENE	I	WALKER FAMILY QOF, LLC	E	Control
WALKER, MATTHEW, GENE	I	WALKER FAMILY QOF, LLC	E	Control
WALKER, MATTHEW, GENE	I	WALKER FAMILY QOF, LLC	E	Control
WALKER, MATTHEW, GENE	I	WALKER FAMILY QOF, LLC	E	Control
WALKER, MATTHEW, GENE	I	WALKER FAMILY QOF, LLC	E	Control
WALKER, MATTHEW, GENE	I	WALKER FAMILY QOF, LLC	E	Control
WALKER, MATTHEW, GENE	I	WALKER FAMILY QOF, LLC	E	Control
WALKER, MATTHEW, GENE	I	WALKER FAMILY QOF, LLC	E	Control
WALKER, MATTHEW, GENE	I	WALKER FAMILY QOF, LLC	E	Control
WALKER, MATTHEW, GENE	I	WALKER FAMILY QOF, LLC	E	Control
WALKER, MATTHEW, GENE	I	WALKER FAMILY QOF, LLC	E	Control
WALKER, MATTHEW, GENE	I	WALKER FAMILY QOF, LLC	E	Control
WALKER, MATTHEW, GENE	I	WALKER FAMILY QOF, LLC	E	Control
WALKER, MATTHEW, GENE	I	WALKER FAMILY QOF, LLC	E	Control
WALKER, MATTHEW, GENE	I	WALKER FAMILY QOF, LLC	E	Control
WALKER, MATTHEW, GENE	I	WALKER FAMILY QOF, LLC	E	Control
WALKER, MATTHEW, GENE	I	WALKER FAMILY QOF, LLC	E	Control
WALKER, MATTHEW, GENE	I	WALKER FAMILY QOF, LLC	E	Control
WALKER, MATTHEW, GENE	I	WALKER FAMILY QOF, LLC	E	Control
WALKER, MATTHEW, GENE	I	WALKER FAMILY QOF, LLC	E	Control
WALKER, MATTHEW, GENE	I	WALKER FAMILY QOF, LLC	E	Control
WALKER, MATTHEW, GENE	I	WALKER FAMILY QOF, LLC	E	Control
WALKER, MATTHEW, GENE	I	WALKER FAMILY QOF, LLC	E	Control
PHILLIPS, DALE, ANDREW	I	PHILLIPS FAMILY QOF, LLC	D	Control
PHILLIPS, DALE, ANDREW	I	PHILLIPS FAMILY QOF, LLC	D	Control
PHILLIPS, DALE, ANDREW	I	PHILLIPS FAMILY QOF, LLC	D	Control
PHILLIPS, DALE, ANDREW	I	PHILLIPS FAMILY QOF, LLC	D	Control

Registrations

Federal

Nov 4, 2025 REGISTERED

Notice Filings (5)

AZ CA DE NV TX

Address

7500 N DOBSON RD
SUITE 151
SCOTTSDALE, AZ 85256
United States

Phone: (602) 834-0089