CRD: 116083
Fortitude Advisory Group L.l.c.
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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Raymond James
- Clients
- Retail and Institutional
- Platforms
- Insight bridgeNorth
- Established Date
- 01-04-2002
- Office Locations
- 9
Office Locations
About Fortitude Advisory Group L.l.c.
Fortitude Advisory is a nonprofit focused on developing future leaders in architecture, engineering, and construction. It runs programs that provide scholarships, executive coaching, mentoring, and networking introductions for individuals, college students, junior military officers, and early-career professionals, with an emphasis on global diversity and inclusion. A notable differentiator is its global executive team spanning six continents with project experience in 100+ countries.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
RYAN CHRISTOPHER FINNIGAN
Partner
- CRD
- #6131356
- Ownership
- Less than 5%
CRAIG DOUGLAS JOHNSEN
Chief Compliance Officer, Partner
- CRD
- #2103838
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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JACINTA Therese EARL
--
- CRD
- #5983723
Steven Theodore Farr
President
- CRD
- #2572295
Matrix prime
Vertex timber
- CRD
- #38625
Showing 2 of 15 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $466,427,758 | $345,246 |
| Non-Discretionary | $1,121,932 | $373,977 |
| Total | $467,549,690 | $345,310 |
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Separately Managed Accounts
Total SMA Asset: $467,549,690
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $916,160,909 | 17.8% |
| Public Funds | $1,029,394,280 | 20.0% |
| Cash | $1,317,624,678 | 25.6% |
| Municipal Bonds | $499,256,226 | 9.7% |
| Corporate - Investment Grade | $1,384,535,306 | 26.9% |
| Total | $5,146,971,399 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| MOMENTUM VITAL VITAL | CATALYST ATLAS | VWECY7H5M | NQNAC | 10.80% | $70,191,901 |
| VITAL DELTA | NORTH EAGLE | R31PS4OH4 | DCIS | 7.65% | $105,995,866 |
| BRIDGE ZENITH | FOCUS FUSION | 8U86MP6LK | UBKI | 12.36% | $20,706,938 |
| EAGLE BEACON FOCUS | PIONEER MATRIX | RSCJO8KYK | NZATP | 7.04% | $67,874,337 |
| NORTH HORIZON | HORIZON BEACON | YWGUAPX16 | IWQ | 8.98% | $44,283,093 |
| FOUNDATION ATLAS | HARBOR OPTIMA | LEKCN9RG4 | OPZJF | 2.07% | $31,725,218 |
| QUANTUM UNISON PRIME | RIDGE NORTH | 1ZVQKTTM3 | VEITG | 0.88% | $66,952,404 |
| OAK DELTA WAVE | HORIZON BRIDGE | HDOZPUJ96 | KYLSG | 4.55% | $31,991,103 |