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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Wave
- Established Date
- 03-24-1998
- Office Locations
- 2
Office Locations
About Fortune Financial Group, Inc.
Fortune Financial Group is an independent, fiduciary RIA led by CFP professionals providing financial and life planning, education, and ongoing coaching alongside portfolio management. The firm serves individuals—especially ambitious professionals and business owners—using tax-efficient strategies and access to alternative investments beyond traditional portfolios. It educates through a blog and YouTube, and the founder is a former President/Chair of the Financial Planning Association of Illinois.
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Owner & Executives
BRADLEY HOWARD ROSLEY
Chief Compliance Officer, President
- CRD
- #1559979
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
CHRISTINE SMITH KALIVAS
Certified Financial Planner
- CRD
- #1734959
Jake Howard Rosley
--
- CRD
- #7092240
Showing 2 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $141,000,000 | $271,154 |
| Non-Discretionary | $0 | -- |
| Total | $141,000,000 | $271,154 |
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Separately Managed Accounts
Total SMA Asset: $141,000,000
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $784,818,067 | 20.0% |
| Other | $588,613,550 | 15.0% |
| Equity - Exchange | $1,130,138,017 | 28.8% |
| Cash | $1,420,520,702 | 36.2% |
| Total | $3,924,090,336 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| PATHWAY BRIDGE SUMMIT | CAPITAL TIMBER | W7X46BFH1 | QXYB | 6.14% | $78,964,627 |
| PEAK INSIGHT | HORIZON VERTEX | 8S3ANFXN2 | CNCSO | 11.56% | $80,902,025 |
| ATLAS ATLAS | OAK UNISON | XFAQKNS91 | MKS | 2.75% | $35,249,394 |
| PATHWAY EMBER FOCUS | RIDGE PRIME | O47XQC2AQ | OKDU | 3.34% | $83,064,829 |
| CATALYST SIGNAL | PRIME GLACIER | 82HYABSCM | NMQO | 9.45% | $50,157,555 |
| VITAL FUSION | GLACIER MERIDIAN | B8EJPGOWK | OOI | 11.70% | $105,155,981 |
| GLACIER FUSION SUMMIT | RIDGE FOCUS | ML8UQZS8X | DEVCT | 3.52% | $109,832,446 |
| VECTOR FRONTIER NORTH | FOUNDATION VERTEX | MCH7ERCNT | DCNWR | 10.09% | $59,248,345 |