FortuneNavi Capital Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
FortuneNavi Capital Inc provides financial planning and discretionary investment management and is structured to serve pooled vehicles and institutional-type clients, including family offices, retirement plans, endowments, foundations, trusts and high-net-worth clients; the firm also offers tailored financial planning services. In its disclosure, the firm reported no assets under management as of its March 2019 filing and provisions for opening custodial accounts with an independent custodian.
The firm draws on Modern Portfolio Theory and fundamental analysis to build portfolios and uses model portfolios, mutual funds, ETFs, options and margin transactions to implement strategies. It manages accounts on a discretionary basis, conducts quarterly reviews, and monitors allocations and rebalancing consistent with clients’ stated objectives and risk tolerances.
A notable operational feature is that FortuneNavi selects and may replace third‑party strategists or managers (Service Providers) and clients do not have direct contractual relationships with those providers; the firm delivers the applicable third‑party Form ADV disclosures to clients before engagement, a practice that is less common among peer investment managers. The firm also recommends a specific custodian platform for execution and does not participate in wrap fee programs or vote proxies on clients’ behalf.
Client services
Expertise
Fee options
Up to $10,000, negotiable
1.0% annually
Main office
9224 Cherbourg Dr.
Potomac MD 20854
Advisors at this office
1
Most active in
Virginia
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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
They're affiliated with a bank that may offer its own financial products and services.
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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.
Forms ADV
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