Fortifi Capital, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$4,753,148
Clients
26
Advisors
1
of 1 employees
About
Fortifi Capital provides ongoing portfolio management and financial planning to individuals (including high-net-worth clients), charitable organizations, and small businesses. Services include discretionary separately managed accounts (available on wrap or non-wrap bases), the preparation of investment policy statements, and periodic reporting.
The firm combines quantitative, fundamental and cyclical analysis and implements a proprietary market-positioning calculation to set equity exposure, typically executing a monthly-rebalanced, ETF‑based "Defensive Selections" strategy. Fortifi also employs derivatives and exchange‑traded products — including options and leveraged/inverse ETFs — within managed accounts to adjust portfolio risk and positioning.
Distinctive features include the routine use of derivatives and leveraged/inverse ETFs in separately managed accounts and the explicit acceptance of corporate/small-business and charitable clients alongside individual clients. All assets are managed in‑house rather than delegated to third‑party advisers, and the firm requires custody through a single institutional provider (Charles Schwab & Co., Inc.), which shapes its execution and operational practices.
Client services
Expertise
Fee options
$0 - $99,999: 1.50% $100,000 - $999,999: 1.00% $1,000,000+: 0.75%
$60 per hour for financial planning services
Account minimum: $100,000 (for wrap fee portfolio management, may be waived)
Main office
Akron OH
Advisors at this office
1
Most active in
Ohio
Disclosures
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Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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