PPrivate Fund Data Log in Join · $37/mo

Fortify Financial LLC

● SEC registered since 2026CRD 340138SEC# 801-135237
Export (members)
Reg. AUM
Employees
1
Accounts
Location

Fortify Financial LLC assets under management

Fortify Financial LLC operates as an SEC-registered investment adviser. The firm has been registered since 2026. It employs 1 people.

Fortify Financial LLC owners & executives

1 reported
NameTitleOwnershipSince
Adam Gregory Morse ControlManaging Member & Chief Compliance OfficerOver 75%2026

Frequently asked questions

How many employees does Fortify Financial LLC have?

Fortify Financial LLC reports 1 employees.

Does Fortify Financial LLC disclose fund performance?

Fortify Financial LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Phone(469) 323-0307
Office hoursBy Appointment
SEC regionFort Worth Regional Office (FWRO)
Discloses disciplinary historyNo