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Fortune 45, Llc.

Fortune 45, Llc.. CRD 170693

F

CRD: 170693

Fortune 45, Llc.

Gonzales, LA, 70737
2256149599
www.fortune45.com
$237.7M Total AUM
$237.7M Disc. AUM
17.7% 3Y CAGR
5 Employees
653 ADV. Clients
11 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company
Clients
Retail and Institutional
Platforms
Oak optima
Established Date
07-25-2014
Office Locations
1

Office Locations

39309 Tommy Moore RD Gonzales LA

About Fortune 45, Llc.

Fortune 45, LLC is a Gonzales, LA investment advisory firm offering real-time financial advice in person or online. The team focuses on comprehensive financial planning and portfolio construction/asset management, including tax, estate, retirement, insurance, and business-succession planning, with a client emphasis that includes entrepreneurs. Portfolios commonly use mutual funds and ETFs; custody is with Charles Schwab and the firm uses eMoney.

Team overview

-- AVG AGE
$79.2M AVG AUM / ADVISOR
$364.0K AVG AUM / CLIENT
5.8 yrs AVG TENURE
5 Employees
3 Advisory Reps
3 RIA Reps
11yrs Firm Age

Insights

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Asset Classes

Legacy ember Beacon Glacier

Client Personas

Unison

Custodian

Matrix Signal beacon Insight optima

Investment Themes

Vector Zenith bridge

Investment Vehicles

Pioneer

Platform

Atlas beacon

Services

Signal Insight Pathway Foundation legacy Value Legacy quantum Momentum prime Vertex momentum

Technology

Fusion pioneer

Owner & Executives

J

JESSE BRIAN RODRIGUE

Chief Compliance Officer, Chief Executive Officer, President

CRD
#6352511
Ownership
75% or more
(574) 448-2235
summit.fusion@bridgecapital.com
in linkedin.com/in/vital-vector

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Contacts

T

TAYLER ANN FENTON

--

CRD
#8007786
(961) 241-6355
radial.summit@momentumcapital.com
in linkedin.com/in/catalyst-eagle
V

Victoria Michel Varisco Lulich

--

CRD
#7095324
(569) 747-1252
element.zenith@elementcapital.com
in linkedin.com/in/focus-vital

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
12-06-2022
08-23-2023
03-14-2024
12-23-2025
04-29-2026
Category Assets AVG. Account size
Discretionary $237,666,282 $209,029
Non-Discretionary $0 --
Total $237,666,282 $209,029

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Separately Managed Accounts

Total SMA Asset: $237,666,282

$237.7M Total SMA
Equity - Exchange:
40.8%
Other:
19.6%
Cash:
39.6%
Asset class Assets Assets %
Equity - Exchange $1,988,854,131 40.8%
Other $955,429,926 19.6%
Cash $1,930,358,421 39.6%
Total $4,874,642,478 100.0%

13F Holdings | Q1 2026

Issuer Class Cusip Ticker % Value
SUMMIT PEAK WAVE SUMMIT SUMMIT 1J2CD88BP GOIRQ 11.60% $19,379,660
ALPHA QUANTUM RADIAL ALPHA UFCO94UPR FUY 2.19% $51,779,059
SIGNAL VALUE OPTIMA PEAK HARBOR GNJK03XYB TXNK 7.59% $65,259,308
ATLAS UNISON VERTEX ELEMENT L9J76V372 SYNY 3.58% $118,161,930
ALPHA FRONTIER FRONTIER TIMBER NORTH 8PJTRA9UD PUGD 10.23% $44,196,633
CREST FOUNDATION SUMMIT ATLAS MOMENTUM HCS1040FP LFCG 11.54% $18,470,054
FRONTIER CATALYST DELTA ALPHA ZENITH JFO8DO7TG HDF 10.67% $68,468,525
PRIME EMBER FRONTIER ATLAS KYGUYPOKR NMWY 10.17% $33,557,876

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