|
⚲
|
| Keyboard |
| Fortune Financial Advisors LLC
✚
|
|
|---|---|
| CRD # | 145799 |
| SEC # | 801-78728 |
| CIK # | 0001961828 |
| AUM | 322.6 M (2026-03-18) |
| Employees | 6 (100% Investors, 0% Brokers) |
| Phone | 913-393-0038 |
| Address | 11600 College Blvd Overland Park, KS 66210 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Garmin Ltd | 15.2 | ||
| Nvidia Corp | 6.9 | ||
| Alphabet Inc | 5.9 | ||
| Apple Inc | 5.1 | ||
| Applied Materials Inc /DE | 4.4 | ||
| Microsoft Corp | 3.8 | ||
| Broadcom Inc | 3.8 | ||
| O Reilly Automotive Inc | 3.6 | ||
| Northrop Grumman Corp /DE/ | 3.5 | ||
| Mastercard Inc | 3.3 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 122 | 36.4 |
| (b) Individuals (high net worth individuals) | 84 | 225.4 |
| (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 | 60.8 |
| (n) Other | 0 | 0.0 |
| Total | 610 | 322.6 |
| By Discretionary | ||
| Discretionary | 603 | 313.4 |
| Non-Discretionary | 7 | 9.2 |
| Total | 610 | 322.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 322.6 | |
| Total | 610 | 322.6 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001961828] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
DHH Advisors LLC
✚
|
NJ | 324.3 M |
|
Kennicott Capital Management LLC
✚
|
323.9 M | |
|
Smith W B & Co Inc
✚
|
323.6 M | |
|
Aull & Monroe Investment Management Corp
✚
|
AL | 323.2 M |
|
Lauer Capital Management Ltd
✚
|
SD | 322.7 M |
|
Integrated Financial Strategies LLC
✚
|
FL | 322.0 M |
|
Truenorth Financial Services LLC
✚
|
WA | 321.7 M |
|
Founder Family Financial LLC
✚
|
TX | 321.0 M |
|
1 North Wealth Services LLC
✚
|
MD | 320.4 M |
|
Wynn Capital LLC
✚
|
GA | 320.2 M |