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Fortress Capital Advisors
Fortress Solutions is an SEC-registered investment adviser in Tucson, AZ, registered since 2024. The firm manages approximately $142 million in regulatory...
Overview
Fortress Solutions is an SEC-registered investment adviser in Tucson, AZ, registered since 2024. The firm manages approximately $142 million in regulatory assets. It has 10 employees and 8 investment advisers.
General information
Firm type
Single Family Office
Location
Region
North America
Country
United States
City
Tucson
Corporate office
550 Congressional Blvd., Ste. 350, Carmel, IN 46032, United States
Principals
Steven Neeley
Founder
Sector focus
Frequently asked questions
Who runs investment decisions at Fortress Capital Advisors?
Steven Neeley, the founder, manages investment decisions. He holds the CFP® designation and previously served as CIO at a large independent wealth management firm, overseeing hundreds of millions in client assets.
What investment stages does Fortress typically target?
The firm focuses on retirement income planning and tax optimization for individuals and business owners. It does not disclose fixed-stage targeting but serves clients from pre-retirement through distribution phases.
Is Fortress structured as a single family office or does it operate more like a venture firm?
It is structured as an RIA managed by a single founder, Steven Neeley. It operates like a traditional wealth management practice, not a venture firm.
Does Fortress participate in fund commitments or only direct deals?
The firm does not disclose whether it makes fund commitments. Its website focuses on retirement planning and tax strategy, not direct dealmaking.
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