Fortunato Asset Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$28,801,670
This total excludes 3 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
21
86% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
21
Average account size
$1,371,508
About
Fortunato Asset Management provides discretionary investment management and ongoing account supervision to a range of client types, including individuals and families as well as trusts, religious non-profits, private foundations, pension and profit‑sharing plans, and corporate entities. Services are delivered through client accounts at qualified custodians with trading authority granted to the firm for portfolio implementation.
The firm offers two proprietary strategies — a long‑term growth-and-value equity strategy and a dividend-and-income strategy — grounded in fundamental research and applied across U.S. and non‑U.S. securities. Portfolios are managed on a discretionary basis, may include smaller‑capitalization or thinly traded securities, and the adviser states it does not employ leverage.
Notable distinctions for a small independent adviser include the acceptance of performance‑based fee arrangements for qualified natural‑person clients and the explicit servicing of corporate and institutional clients, which the brochure identifies as sources of potential side‑by‑side conflicts. The firm documents controls — including a high‑water‑mark mechanism and internal compliance policies — and discusses execution considerations such as negotiated OTC trading and the use of qualified custodians.
Client services
Portfolio management
Expertise
Wealth management
Active portfolio management
Fee options
$0+: 0.95% annually on Fortunato 1 strategy $0+: 0.5% to 0.75% annually on Fortunato 3 Dividend and Income strategy
25% of increase in net assets over 6% annual hurdle rate, subject to a "high water mark"; reduced by 5% for non-affiliated Adviser's clients
Account minimum: $1,000,000 for performance-based fee clients
Most active in
Fortunato Asset Management has reported serving >5 clients in these states in the last 12 months.
Georgia
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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