# Fortune Financial Group

Fortune Financial Group is a Multi Family Office based in Tampa, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Tampa, United States
- **Region:** North America
- **Address:** Tampa, FL, United States
- **Assets under management:** Under $500 million (Altss estimate)
- **Website:** http://lifeplanningtoday.com
- **LinkedIn:** https://www.linkedin.com/company/fortune-financial-group-inc

## Regulatory record

- **CRD number:** 111378
- **SEC file number:** 801-133831
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/111378

## About

FORTUNE FINANCIAL GROUP, INC. is an SEC-registered investment adviser since 2025. The firm manages approximately $141 million in regulatory assets. It has 3 employees and 3 investment advisers.

## Sectors

- Financial Services
- Real Estate
- Private Credit

## Questions

### Who runs investment decisions at Fortune Financial Group?

Fortune Financial Group has not publicly disclosed its current CIO or investment committee members. The firm is registered as an RIA with the SEC, which requires filing of Form ADV identifying key personnel, but the identity of the primary investment decision-maker has not been highlighted by the firm.

### How does Fortune Financial Group source its investment opportunities?

The firm relies primarily on external asset managers and mutual funds for alternative asset exposure. It does not have a documented proprietary deal-flow network. Most investment recommendations are drawn from publicly available fund offerings and third-party money managers screened by the advisor team.

### What investment stages does Fortune Financial Group typically target?

Fortune Financial Group focuses on traditional asset classes such as publicly traded equities, fixed-income securities, and liquid alternatives. It does not actively target venture-stage or growth-equity direct investments. Client portfolios are generally allocated to established asset classes rather than early-stage private equity.

## Related profiles

- [FRANKLIN MUTUAL ADVISERS, LLC](https://altss.com/profile/franklin-mutual-advisers-llc)
- [Templeton Global Advisors Limited](https://altss.com/profile/templeton-global-advisors-limited)

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Last updated: 2026-08-10T23:49:37.812Z

Canonical page: https://altss.com/profile/fortune-financial-group-inc

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