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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Northern Trust
- Clients
- Retail
- Platforms
- Focus unisonCapital +more
- Established Date
- 10-31-2011
- Office Locations
- 1
Office Locations
About Fortress Planning Group
Fortress Planning Group is an independent, fee-only fiduciary RIA serving “family stewards” with comprehensive wealth management and financial planning. Based in the Milwaukee/Madison, WI area, the team works virtually with clients nationwide, pairing holistic planning with evidence-based portfolio construction grounded in decades of market research. The firm emphasizes collaborative coaching, clear communication, and a client-focused planning tech stack to support ongoing stewardship goals.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
BRIAN DAVID CAYON
Investment Advisor
- CRD
- #2961137
- Ownership
- 25% but less than 50%
Kevin Robert Sandieson
Chief Compliance Officer
- CRD
- #7059408
- Ownership
- 25% but less than 50%
Vector ember
Ridge matrix capital
- CRD
- #97604
- Ownership
- 42.3%
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Catherine Marie Milligan
Analyst
- CRD
- #7884579
JAKE PERRINE
--
- CRD
- #7538971
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $345,296,879 | $382,813 |
| Non-Discretionary | $0 | -- |
| Total | $345,296,879 | $382,813 |
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Separately Managed Accounts
Total SMA Asset: $345,296,879
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $320,095,220 | 16.5% |
| Equity - OTC | $424,853,656 | 21.9% |
| Public Funds | $378,294,351 | 19.5% |
| Cash | $337,554,959 | 17.4% |
| Other | $479,172,845 | 24.7% |
| Total | $1,939,971,031 | 100.0% |