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NORTHFORT FINANCIAL, LLC

· CRD 143916 · IAPD ↗ · northfortfinancial.com · 419-636-2020

$118.6MRegulatory AUM
3Advisory reps
4Employees
0Clients
11-25Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
April 2026 — NORTHFORT FINANCIAL, LLC (location n/a) is newly SEC-registered with $118.6M 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.