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- Custodian
- Charles Schwab & Company ยท Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- FocusVertex
- Established Date
- 12-21-2021
- Office Locations
- 1
Office Locations
About Fortitude Family Office
Fortitude Family Office is a fully integrated, family-office style advisory firm in Scottsdale, AZ, combining investment advisory and wealth management with tax and estate/gift coordination, accounting, bill pay/payroll, philanthropy, and business operations support. Portfolios are custom and goals-based, often implemented with ETFs and funds. Differentiators include hands-on Personal CFO service and specialized ranching services for landowners.
Team overview
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CRM
Custodian
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Owner & Executives
DALE ANDREW PHILLIPS
Chief Compliance Officer, Chief Operating Officer, Managing Member
- CRD
- #5610375
- Ownership
- Less than 5%
MATTHEW GENE WALKER
Chief Executive Officer, Founder, Managing Member
- CRD
- #6040760
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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COREY MARSHALL BIRD
Director
- CRD
- #4588004
Matthew Brent Brower
Associate
- CRD
- #7329268
Pioneer capital
Vertex catalyst
- CRD
- #78063
Showing 2 of 14 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $911,800,297 | $1,191,896 |
| Non-Discretionary | $88,341,430 | $1,064,355 |
| Total | $1,000,141,727 | $1,179,412 |
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Separately Managed Accounts
Total SMA Asset: $863,376,802
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,843,043,362 | 25.3% |
| Public Funds | $1,456,951,274 | 20.0% |
| Private Funds | $539,071,972 | 7.4% |
| Cash | $1,056,289,674 | 14.5% |
| Municipal Bonds | $1,741,056,773 | 23.9% |
| U.S. Government/Agency | $648,343,317 | 8.9% |
| Total | $7,284,756,372 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| VERTEX CATALYST | TIMBER ATLAS | A432W3EHR | YVL | 11.46% | $21,077,381 |
| VECTOR NORTH BEACON | EAGLE RADIAL | SFB73XJIP | FNWXJ | 12.17% | $24,345,879 |
| BRIDGE FOCUS DELTA | ATLAS ELEMENT | 33TFRU3PZ | AFS | 1.43% | $110,668,204 |
| OPTIMA QUANTUM ZENITH | OAK ZENITH | KI9OZB226 | FUVC | 2.53% | $65,400,457 |
| OPTIMA VALUE | CREST VERTEX | NUC27KGOI | YAPD | 0.67% | $109,269,494 |
| PATHWAY WAVE NORTH | ATLAS EMBER | N81X6WQ41 | ABHPS | 5.07% | $92,823,976 |
| GLACIER MOMENTUM | VECTOR MATRIX | E1L6RKOAB | RRYCD | 6.15% | $12,479,212 |
| ATLAS CATALYST | ZENITH FOUNDATION | W9VVW869I | EHP | 11.05% | $49,058,700 |