Fortifi Capital, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$4,849,989
This total excludes 2 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
26
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
26
Average account size
$186,538
About
Fortifi Capital provides ongoing portfolio management and financial planning to individuals, high‑net‑worth clients, charitable organizations, and small businesses, and also accepts corporate/business clients. Services include discretionary portfolio management through wrap and non‑wrap programs, creation of investment policy statements, and financial planning that addresses retirement, tax, insurance and college planning.
The firm’s investment process emphasizes a quantitative, ETF‑based “Defensive Selections” approach that combines sector weighting, momentum and monthly rebalancing with fundamental, cyclical and modern‑portfolio analysis. It uses a proprietary market‑positioning calculation to set equity exposure and may employ derivatives and options, as well as leveraged and inverse ETFs, to implement tactical adjustments in client accounts.
Distinctive aspects compared with peers include the explicit acceptance of corporate or business accounts—an uncommon client type for independent advisers—and documented use of derivatives within separately managed accounts, which is relatively rare among similar firms. The principal also develops proprietary software and systems for the firm’s use, and the advisor maintains custodial arrangements that provide institutional trading and operational support.
Client services
Financial planning
Portfolio management
Expertise
Options & derivatives strategies
Passive / index investing
Real estate investing
Annuities
Fee options
$0 - $99,999: 1.50% $100,000 - $999,999: 1.00% $1,000,000+: 0.75%
$60 per hour
Main office location
Fortifi Capital, LLC
Akron OH, United States
Number of offices
1
Most active in
Fortifi Capital, LLC has reported serving >5 clients in these states in the last 12 months.
Ohio
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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