Data / Investment advisers / Louisiana / Fortune 45, LLC.
Fortune 45, LLC., Gonzales, LA: $238 million AUM, SEC registered investment adviser
Fortune 45, LLC. is an SEC registered investment adviser with its main office in Gonzales, Louisiana and reports $238 million in regulatory assets under management in its Form ADV filed July 7, 2026. Its clients include individuals, high net worth individuals and corporations and other businesses. It is paid through a percentage of assets under management, hourly charges and fixed fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 170693
- SEC file number
- 801-120997
- SEC status
- Approved, effective April 28, 2021
- Main office
- 39309 Tommy Moore Rd, Gonzales, LA 70737
- Phone
- (225) 614-9599
- Website
- fortune45.com
- Regulatory AUM
- $237,666,282 in the Form ADV filed July 7, 2026
- Discretionary AUM
- $237,666,282
- Accounts
- 1,137
- Employees
- 5, of which 3 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges, fixed fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- July 7, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Individuals (other than high net worth individuals) | 621 | $139.7 million |
| High net worth individuals | 24 | $91.5 million |
| Corporations or other businesses | 5 | $5.2 million |
| Charitable organizations | 3 | $1.3 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $237.7 million | March 31, 2026 |
| December 1, 2025 | $188.7 million | March 26, 2025 |
Other advisers in Louisiana
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Cane Capital Partners, LLC | Saint Francisville | $284.1 million | Not listed | adviserinfo.sec.gov |
| Deane Retirement Strategies, Inc. | New Orleans | $250.7 million | Not listed | adviserinfo.sec.gov |
| Asempa Wealth Advisors | Baton Rouge | $246 million | Not listed | adviserinfo.sec.gov |
| Maven Royalty Management, LLC | Shreveport | $241.4 million | 2 | adviserinfo.sec.gov |
| Brian Low Financial Group, LLC | Baton Rouge | $239.3 million | Not listed | adviserinfo.sec.gov |
| Dumaine Investments LLC | New Orleans | $227 million | Not listed | adviserinfo.sec.gov |
| Apex Capital Management, L.L.C. | Lafayette | $225.2 million | Not listed | adviserinfo.sec.gov |
| Equitas Capital Advisors,Llc | New Orleans | $214.2 million | 1 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Louisiana
- Advisers with $100 million to $500 million in AUM
- Advisers serving individuals
- Advisers serving high net worth individuals
- Fortune 45, LLC. on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.