Fortress Financial Solutions, Llc
- Regulatory AUM
- $142M
- Discretionary
- $142M
- Clients
- 279
- Avg AUM / client
- $509K
- Accounts
- 723
- Employees
- 10
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Apr 08, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 219 | $45.8M | 32.2% |
| High net worth individuals | 59 | $96.2M | 67.7% |
| Charitable organizations | 1 | $8.7K | 0.01% |
People (8)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Adam Jacob Amante | Member Cco | Nov 2007 (19y) | 75% or more | |
| Kenneth Gene Nesler | Executive Officer | CFP | Jun 2016 (10y) | Less than 5% |
| Justin Thomas Pierce | Registered representative | Feb 2025 (1y) | ||
| Christy Ann Knotz | Registered representative | CFP | Feb 2025 (1y) | |
| Marie Celeste Gooch | Registered representative | CFP | Feb 2025 (1y) | |
| James Michael Campbell | Registered representative | Apr 2025 (1y) | ||
| Joshua D. Scott | Registered representative | Jan 2026 (1y) | ||
| Jacob C. Anderson | Registered representative | Jun 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Amante, Kristen | 50% Owner | Jan 2010 | B | ≈ 18.75% – 50% via Amante, Adam |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Amante, Kristen: 25% – 50% of Amante, Adam × 75% – 100% direct ≈ 18.75% – 50% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/08/2026 | 896 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $142M (100% of AUM) Apr 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 08, 2026.
View current Form ADV (SEC/IAPD) ↗