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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

FORTRESS WEALTH GROUP

FWG HOLDINGS, LLC, CRD 308968

WINTER PARK, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:47eff421-399f-1a04-70e9-9cdb1d180e7c

Data as of Mar 30, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 11:01 PM UTC and rebuilt at most every 15 minutes.

Relationships: 15
Dated events: 4
On other graphs: 0
Observed: Apr 21, 2020 to Mar 30, 2026
19 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.98 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $439MItem 5.F on the latest filing (2026-03-30); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $439M
Private client RAUM: $431MderivedItem 5.D individuals plus high net worth individuals
Private client share: 98%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 6
RAUM per advisor: $73.2Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 14
Advisory employees: 5
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 1,102
Individual clients: 264
High net worth clients: 107
Custody, client assets: $203M
SEC number: 801-118769
CIK: 1862067
CRD: 308968
Filings on the tape: 19
First filed: Apr 21, 2020
Latest filed: Mar 30, 2026
Organised: Limited Liability Company, FL

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
JOHN EDWARD LEDFORD	Certified Financial Planner	WINTER PARK, FL	6	28	3	no
Bradley Davis Ledford	n/a	WINTER PARK, FL	5	10	1	no
TIMOTHY STEVEN SMISEK	Chartered Financial Consultant	WINTER SPRING, FL \| WINTER PARK, FL	5	25	3	no
Cory Donald Churchill	n/a	WINTER PARK, FL	5	11	3	no
COLE ROBERT LINQUIST	Certified Financial Planner	WINTER PARK, FL	1	12	1	no
Justin Macauley Isenhour	n/a	WINTER PARK, FL	1	13	1	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
LEDFORD HOLDINGS, LLC	Member	E	yes	07/2022	Jul 28, 2022	Sep 24, 2024
LEDFORD, JOHN, EDWARD	Member	E	yes	07/2022	Jun 19, 2020	Sep 24, 2024
LEDFORD, JOHN, EDWARD	PRESIDENT AND CHIEF COMPLIANCE OFFICER	Na	yes	06/2020	Jun 19, 2020	Sep 24, 2024
CAPITAL ROCK LLC	Member	B	no	07/2022	Jul 28, 2022	Sep 24, 2024
LINQUIST, COLE, ROBERT	Member	E	no	07/2022	Jul 28, 2022	Sep 24, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
FWG INVESTMENT MANAGEMENT, LLC	n/a	Asset manager	$14.4M	N	yes	n/a
FWG CAPITAL, LLC	n/a	n/a	n/a	N	yes	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Private funds	Fund GAV
2025	Mar 30, 2026	$439M	$439M	14	5	n/a	n/a
2024	Feb 24, 2025	$345M	$345M	14	5	n/a	n/a
2023	Mar 22, 2024	$295M	$295M	13	6	n/a	n/a
2022	Mar 24, 2023	$257M	$257M	13	5	n/a	n/a
2021	Mar 30, 2022	$246M	$246M	12	5	n/a	n/a
2020	Mar 12, 2021	$214M	$214M	9	4	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	1	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$439M	$345M	27.3%	$257M	19.5%	14	14	0	0

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
AMERIPRISE FINANCIAL SERVICES, LLC	2	Jun 23, 2020	Jan 1, 2025	ORLANDO, FL	Team lift out	Ibd to new firm	0.0%

Relationships

Affiliated with (2)

→ FWG INVESTMENT MANAGEMENTRegistered adviserother investment adviser, common control
factForm ADV
← FWG INVESTMENT MANAGEMENTRegistered adviserother investment adviser, common control
factForm ADV

Registered with (6)

← Justin Macauley IsenhourAdvisorregistration: previous registration
Jul 12, 2023 to Jun 10, 2024factForm ADV
← COLE ROBERT LINQUISTAdvisorregistration: current employment
Jan 1, 2025 to presentfactForm ADV
← Cory Donald ChurchillAdvisorregistration: current employment
Sep 16, 2021 to presentfactForm ADV
← TIMOTHY STEVEN SMISEKAdvisorregistration: current employment
Feb 8, 2021 to presentfactForm ADV
← Bradley Davis LedfordAdvisorregistration: current employment
Dec 24, 2020 to presentfactForm ADV
← JOHN EDWARD LEDFORDAdvisorregistration: current employment
Jun 29, 2020 to presentfactForm ADV

Moved with (1)

← AMERIPRISE FINANCIAL SERVICES, LLCRegistered adviser2 advisors, team lift out, same day
Jun 23, 2020 to Jan 1, 2025factForm ADV

Controls (2)

← LEDFORD, JOHN, EDWARDOwnerMEMBER, ownership code E, individual
Jun 19, 2020 to Sep 24, 2024factForm ADV
← LEDFORD HOLDINGS, LLCOwnerMEMBER, ownership code E, domestic entity
Jul 28, 2022 to Sep 24, 2024factForm ADV

Owns (2)

← LINQUIST, COLE, ROBERTOwnerMEMBER, ownership code E, individual
Jul 28, 2022 to Sep 24, 2024factForm ADV
← CAPITAL ROCK LLCOwnerMEMBER, ownership code B, domestic entity
Jul 28, 2022 to Sep 24, 2024factForm ADV

Dated events

Occurred
Jul 28, 2022
Succession filed (Item 4)
Fortress Wealth Group, Llc reported succeeding to the business of Another Adviser (Form ADV Item 4)
Form ADVobserved 5 days ago
Occurred
Jun 19, 2020
Control person left
Davis Bradley Ledford (President And Chief Compliance Officer) no longer on Schedule A of Fortress Wealth Group (listed 2020-04-21, absent 2020-06-19)
Form ADVobserved 5 days ago
Occurred
Jun 19, 2020
Control person joined
Edward John Ledford (President And Chief Compliance Officer) appeared on Schedule A of Fortress Wealth Group
Form ADVobserved 5 days ago
Occurred
Apr 21, 2020
First Form ADV filing
Fortress Advisers, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:47eff421-399f-1a04-70e9-9cdb1d180e7c
First observed: Apr 21, 2020
Last observed: Mar 30, 2026 5 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

FORTRESS WEALTH GROUP

FWG HOLDINGS, LLC, CRD 308968

WINTER PARK, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:47eff421-399f-1a04-70e9-9cdb1d180e7c

Data as of Mar 30, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 11:01 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

JOHN EDWARD LEDFORD

Certified Financial Planner

WINTER PARK, FL

Bradley Davis Ledford

n/a

WINTER PARK, FL

TIMOTHY STEVEN SMISEK

Chartered Financial Consultant

WINTER SPRING, FL | WINTER PARK, FL

Cory Donald Churchill

n/a

WINTER PARK, FL

COLE ROBERT LINQUIST

Certified Financial Planner

WINTER PARK, FL

Justin Macauley Isenhour

n/a

WINTER PARK, FL

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

LEDFORD HOLDINGS, LLC

Member

yes

07/2022

Jul 28, 2022

Sep 24, 2024

LEDFORD, JOHN, EDWARD

Member

yes

07/2022

Jun 19, 2020

Sep 24, 2024

LEDFORD, JOHN, EDWARD

PRESIDENT AND CHIEF COMPLIANCE OFFICER

yes

06/2020

Jun 19, 2020

Sep 24, 2024

CAPITAL ROCK LLC

Member

07/2022

Jul 28, 2022

Sep 24, 2024

LINQUIST, COLE, ROBERT

Member

07/2022

Jul 28, 2022

Sep 24, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

FWG INVESTMENT MANAGEMENT, LLC

n/a

Asset manager

$14.4M

yes

n/a

FWG CAPITAL, LLC

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 30, 2026

$439M

n/a

2024

Feb 24, 2025

$345M

n/a

2023

Mar 22, 2024

$295M

n/a

2022

Mar 24, 2023

$257M

n/a

2021

Mar 30, 2022

$246M

n/a

2020

Mar 12, 2021

$214M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$439M

$345M

27.3%

$257M

19.5%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

AMERIPRISE FINANCIAL SERVICES, LLC

Jun 23, 2020

Jan 1, 2025

ORLANDO, FL

Team lift out

Ibd to new firm

0.0%