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FORTUNE FINANCIAL GROUP, INC.

· CRD 111378 · IAPD ↗ · fortunefinancialgroup.com · 630-942-9007

$141.0MRegulatory AUM
4Advisory reps
4Employees
5Clients
101-250Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

61
February 2026 — FORTUNE FINANCIAL GROUP, INC. reported RAUM up 32% ($107.0M -> $141.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
50
January 2026 — FORTUNE FINANCIAL GROUP, INC. added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
95
August 2025 — FORTUNE FINANCIAL GROUP, INC. (GLEN ELLYN, IL) is newly SEC-registered with $107.0M RAUM and 3 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.