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Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 23 September 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Fortitude Advisory Group have?","answer":"Fortitude Advisory Group has 14 investment adviser representatives registered with state securities authorities, out of 15 employees, and 15 perform investment advisory functions. 2 employees are registered representatives of a broker-dealer and 4 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Fortitude Advisory Group invest in?","answer":"At the end of its last fiscal year, Fortitude Advisory Group’s separately managed accounts held 52% exchange-traded equities, 29% registered funds (mutual funds, ETFs, BDCs), 15% cash and equivalents, 3% state and local bonds and 1% investment grade corporate bonds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Fortitude Advisory Group?","answer":"Fortitude Advisory Group is owned through a chain of holding companies by Craig Johnsen and Ryan Finnigan. 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