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| Fortune Financial Advisors LLC
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|---|---|
| CRD # | 145799 |
| SEC # | 801-78728 |
| CIK # | 0001961828 |
| AUM | $202.4 M (2025-03-14) |
| Employees | 5 (100% Investors, 0% Brokers) |
| Phone | 913-393-0038 |
| Address | 11600 College Blvd Overland Park, KS 66210 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Alphabet Inc | 3.7 | ||
| Mastercard Inc | 3.6 | ||
| Microsoft Corp | 3.5 | ||
| O Reilly Automotive Inc | 3.4 | ||
| J P Morgan Chase & Co | 3.2 | ||
| Apple Inc | 3.0 | ||
| Amazon Com Inc | 2.7 | ||
| Philip Morris International Inc | 2.5 | ||
| Altria Group Inc | 2.5 | ||
| Northrop Grumman Corp /DE/ | 2.4 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 114 | 35.9 |
| (b) Individuals (high net worth individuals) | 64 | 166.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 564 | 202.4 |
| By Discretionary | ||
| Discretionary | 563 | 202.1 |
| Non-Discretionary | 1 | 0.2 |
| Total | 564 | 202.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 202.4 | |
| Total | 564 | 202.4 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001961828] |
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|---|---|---|
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Campion Asset Management LLC
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VA | 0.2 |
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Lyle Allan Glen
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CA | 0.2 |
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FFG Retirement Advisors LLC
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CO | 0.2 |
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Asempa LLC
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LA | 0.2 |
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Sanchez & Zures LLC
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Ledgewood Wealth Advisors LLC
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Finley Financial LLC
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NV | 0.2 |
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Corrado Advisors LLC
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NJ | 0.2 |
|
Hutchinson & Ziegler Financial Advisors Inc
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Parkstone Wealth Management LLC
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TX | 0.2 |