$142.0M Total AUM
$142.0M Disc. AUM
-- 3Y CAGR
10 Employees
281 ADV. Clients
18 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 10-25-2007
- Office Locations
- 5
Office Locations
4640 East Sunrise Drive Suite 211 Tucson AZ
-- Charlotte NC
-- Millsap TX
About Fortress Financial Solutions, LLC
Fortress Financial Solutions, LLC is a Tucson-based RIA providing comprehensive financial planning for individuals and families, paired with investment management focused on low-cost, passive portfolios and impact investing. The firm also advises business owners on structuring, tax-mitigation planning, retirement plans, and succession/exit strategy. Custody is supported via Charles Schwab.
Team overview
51 AVG AGE
$17.8M AVG AUM / ADVISOR
$505.4K AVG AUM / CLIENT
2.8 yrs AVG TENURE
10 Employees
8 Advisory Reps
8 RIA Reps
18yrs Firm Age
Insights
Available
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
ADAM Jacob AMANTE
Founder & Managing Member
- CRD
- #5331089
- Ownership
- 50% but less than 75%
Available
Available
Available
K
Kristen Amante
Owner
- CRD
- --
- Ownership
- 50% but less than 75%
Available
Available
Available
Showing 2 of 4 owners & executives
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J
Jacob C. Anderson
--
- CRD
- #8206028
Available
Available
Available
James Michael Campbell
Owner, President
- CRD
- #7294205
Available
Available
Available
Showing 2 of 9 contacts
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $142,011,990 | $196,420 |
| Non-Discretionary | $0 | -- |
| Total | $142,011,990 | $196,420 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available U.S. Government/Agency:
Available Cash:
Available Equity - OTC:
Available Municipal Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Equity - OTC | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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