RIA Intelligence

FORTUNA FUNDS, LLC

CRD #333660 SEC #801-131491 DALLAS, TX 2142285229
SEC Registered
Total AUM
$500K
Discretionary
$500K
Employees
2
Clients
--
Accounts
1

Firm Details

Organization Type
Limited Liability Company
State of Formation
Texas
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)

NameTypeTitle / StatusOwnershipControl
LEMLEY, RUSSELL, CLARKICHIEF COMPLIANCE OFFICERNA Control
LEMLEY, RUSSELL, CLARKICHIEF COMPLIANCE OFFICERNA Control
ADAMS, MARK, WILLIAMIFOUNDING PARTNER AND CCOD Control
ADAMS, MARK, WILLIAMIFOUNDING PARTNER AND CCOD Control
ADAMS, MARK, WILLIAMIFOUNDING PARTNERD Control
ADAMS, MARK, WILLIAMIFOUNDING PARTNERD Control
ADAMS, MARK, WILLIAMIFOUNDING PARTNER AND CCOD Control
SANDO, JOSEPH, REEDIFOUNDING PARTNERD Control
SANDO, JOSEPH, REEDIFOUNDING PARTNERD Control
SANDO, JOSEPH, REEDIFOUNDING PARTNERD Control
SANDO, JOSEPH, REEDIFOUNDING PARTNERD Control
SANDO, JOSEPH, REEDIFOUNDING PARTNERD Control

Registrations

Federal

IA
Nov 4, 2025 REGISTERED

Notice Filings (1)

TX

Address

6565 HILLCREST AVENUE
SUITE 215
DALLAS, TX 75205
United States
Phone: 2142285229