Fortifi Capital, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$4,753,148
This total excludes 2 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
26
0% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
26
TypicalAverage account size
$182,813
About
Fortifi Capital provides ongoing portfolio management and financial planning to individuals (including high-net-worth clients), charitable organizations, and small businesses. Services include discretionary separately managed accounts (available on wrap or non-wrap bases), the preparation of investment policy statements, and periodic reporting.
The firm combines quantitative, fundamental and cyclical analysis and implements a proprietary market-positioning calculation to set equity exposure, typically executing a monthly-rebalanced, ETF‑based "Defensive Selections" strategy. Fortifi also employs derivatives and exchange‑traded products — including options and leveraged/inverse ETFs — within managed accounts to adjust portfolio risk and positioning.
Distinctive features include the routine use of derivatives and leveraged/inverse ETFs in separately managed accounts and the explicit acceptance of corporate/small-business and charitable clients alongside individual clients. All assets are managed in‑house rather than delegated to third‑party advisers, and the firm requires custody through a single institutional provider (Charles Schwab & Co., Inc.), which shapes its execution and operational practices.
Client services
Financial planning
Portfolio management
Expertise
Options & derivatives strategies
Real estate investing
Annuities
Passive / index investing
Fee options
$0 - $99,999: 1.50% $100,000 - $999,999: 1.00% $1,000,000+: 0.75%
$60 per hour for financial planning services
Account minimum: $100,000 (for wrap fee portfolio management, may be waived)
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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