Fortune 45 provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, and pension consulting. Financial planning was provided to 1–10 clients last fiscal year.
Fortune 45 reports 653 clients. They include 621 individual clients, 24 high-net-worth individuals, and 5 corporations and other businesses. Of its assets, 100.0% ($238M across 1,137 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 95% | 59% |
| High-net-worth individuals | 4% | 38% |
| Charitable organizations | <1% | <1% |
| Corporations and other businesses | <1% | 2% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 621 | $140M | 58.8% | $225K |
| High-net-worth individuals | 24 | $91.5M | 38.5% | $3.81M |
| Charitable organizations | Fewer than 5 | $1.29M | 0.5% | $430K |
| Corporations and other businesses | 5 | $5.18M | 2.2% | $1.04M |
| Total | 653 | $238M | 100% | — |
- Clients
- 621
- Regulatory AUM
- $140M
- AUM share
- 58.8%
- Avg. per client
- $225K
- Clients
- 24
- Regulatory AUM
- $91.5M
- AUM share
- 38.5%
- Avg. per client
- $3.81M
- Clients
- Fewer than 5
- Regulatory AUM
- $1.29M
- AUM share
- 0.5%
- Avg. per client
- $430K
- Clients
- 5
- Regulatory AUM
- $5.18M
- AUM share
- 2.2%
- Avg. per client
- $1.04M
Total
- Clients
- 653
- Regulatory AUM
- $238M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 1–10
Fortune 45 charges up to 1.50% a year for its Investment Management Services. The fee is billed in arrears and is negotiable. The brochure also prices 4 other services, listed under fee details.
Fee details and sources
Other fees
- Financial Advisory Services
- Ongoing financial advisory services are billed at $500 per hour for the estimated hours, quarterly in arrears.
- Financial Planning Services
- Fixed fee for financial planning, generally up to $5,000, negotiable; half is due in advance and the rest on completion.
- Flat Annual Advising/Planning Fee
- Flat annual advising/planning fee of up to $1,000 a year, at the firm's discretion, billed annually in advance.
- Retirement Plan Services
- Annual asset-based fee up to 1.50% of plan assets, billed quarterly in arrears; fees may be negotiable.
Jesse Rodrigue owns 75% or more of Fortune 45. Jesse Rodrigue is CEO. It has 5 employees, 3 of them in advisory roles.
Staff
- 5 employees
- 3 in advisory functions
- 3 state-registered reps
- Owns 75% or more of Fortune 45, LLC.
Jesse Rodrigue
Control person · since January 2014
Fortune 45’s regulatory assets grew 2.3× from $102M (May 2021) to $238M (July 2026); clients rose from 405 to 653 and employees from 3 to 5.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Jul 2026July 2026 | $238M | 653 | 5 | 1 |
| Mar 2025March 2025 | $189M | 602 | 4 | 2 |
| Mar 2024March 2024 | $151M | 514 | 4 | 2 |
| Mar 2023March 2023 | $126M | 525 | 4 | 2 |
| Apr 2022April 2022 | $138M | 517 | 3 | 1 |
| May 2021May 2021 | $102M | 405 | 3 | 1 |
Besides its headquarters, Fortune 45 has 0 offices, with 1 listed address in 1 state.
Louisiana · 1 listed address
- 39309 Tommy Moore RD, GonzalesHQ
Other business names
Fortune 45 has reported 1 other business name to the SEC.
- Fortune 45 Financial Advisors
Contact and registration details
- Legal name
- Fortune 45, LLC.
- Headquarters
- 39309 Tommy Moore RD, Gonzales, LA 70737
- Website
- fortune45.com
- Phone
- 225-614-9599
- SEC file
- 801-120997
- Structure
- Louisiana LLC
- Fiscal year end
- December
Fortune 45’s named custodian for separately managed accounts is Charles Schwab ($238M). Fortune 45 has custody of $173M for 528 clients.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $238M100%
At year end, Fortune 45’s separately managed accounts were mostly in stocks (89%). Its reported 13F holdings for the quarter ended 30 June 2026 total $234M across 36 positions; the largest are Vanguard Index Fds (37.9%), Invesco Qqq TR (30.1%) and SPDR Series Trust (7.1%).
What the accounts hold
- Stocks89%
- Cash4%
- Other7%
- Cds7%
How many clients does Fortune 45 have?
Fortune 45 has 653 clients and manages $238 million for them, as of July 2026. They include 621 individual clients, 24 high-net-worth individuals, and 5 corporations and other businesses.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 7 July 2026
What services does Fortune 45 offer?
Fortune 45 provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, and pension consulting.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Fortune 45 charge?
Fortune 45 charges up to 1.50% a year for its Investment Management Services. The fee is billed in arrears and is negotiable.
Which custodians does Fortune 45 use?
Fortune 45’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $238M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 7 July 2026
How many financial advisors does Fortune 45 have?
Fortune 45 has 3 investment adviser representatives registered with state securities authorities, out of 5 employees, and 3 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Fortune 45 invest in?
At the end of its last fiscal year, Fortune 45’s separately managed accounts held 89% exchange-traded equities, 7% other and 4% cash and equivalents. The 7% other category is described as: CDS.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Fortune 45?
Fortune 45’s direct owner is Jesse Rodrigue (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 7 July 2026
How does Fortune 45 get paid?
Fortune 45 is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Fortune 45?
Fortune 45’s main office is at 39309 Tommy Moore RD, Gonzales, LA 70737. Its phone number is 225-614-9599. Its website is fortune45.com.