DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Former SEC-registered adviser

Fortune 360 Group LLC

Former SEC-registered adviserPlantation, FloridaCRD 282391SEC 801-120483IAPD
Latest filing Apr 12, 2022
First filing on the tape Feb 8, 2021 · 15 filings
RAUM
$141M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
98%
$138M individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
7
4 advisory (5.B.1)
Offices
2
beyond the principal office
Private funds
0
reported on Schedule D
History
15 filings and snapshots on the tape
RAUM$141M as of Apr 12, 2022
Feb 8, 2021$104M then
HNW client RAUM$86.1M as of Apr 12, 2022
Feb 8, 2021$70.8M then
State-registered IARs (5.B.3)0 as of Apr 12, 2022
Feb 8, 20213 then
Employees (5.A)7 as of Apr 12, 2022
Feb 8, 20216 then
Private funds: no history
RAUM n/a over the last fiscal year
Practice profile
derived from the filing of Apr 12, 2022; every figure names its basis
RAUM per advisor
unknownderivedRAUM over IAPD advisors; not a book size
Clients per advisor
unknownderivedindividual and HNW clients (5.D) over advisors
Average HNW client
$1.3MderivedHNW RAUM over HNW clients
Average account
$303,986derivedRAUM over accounts (5.F.2.f)
Discretionary
100%derivedof RAUM
Institutional
2.1%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor
unknownderivedItem 5.A over advisors
Advisors per office
unknownderived3 offices incl. principal (1.F.5)
RAUM growth, one year
unknownderivedbetween the last two annual amendments
Advisor growth, one year
unknownderivedItem 5.B.3 between annual amendments
Client growth, one year
unknownderived
Compensation
percentage of assets, fixed feesreportedItem 5.E
Advisory activities
financial planning, portfolio management for individuals, pension consultingreportedItem 5.G
Ownership
no PE, bank or public-company owner found on Schedule Aderived
Advisor book size
not public; not estimatedreported
Also answered yes on Form ADV
  • is an insurance broker or agent (6.A.6)
  • buys or sells securities as principal to or from clients (8.A.2)
  • has discretionary authority over which securities are bought or sold (8.C.1)
  • receives research or other products from a broker-dealer, soft dollars (8.E)
Where the RAUM sits
Form ADV Item 5.D, latest filing
  • High-net-worth individuals$86.1M61%
  • Individuals$52.2M37%
  • Pension and profit-sharing plans$3.0M2.1%
Individual clients
150reported
HNW clients
68reported
Pension plan clients
2reported
Charitable clients
0reported
Accounts
465reported
Financial planning clients
11-25reported
Wrap fee programs
noreported
Custody of client assets
noreported
Compensation
% of AUM, fixedreported
Class basis
absent from the latest SEC rosterderived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
Joined, latest
Every departureEvery arrival
Teams: two or more advisors moving together within fourteen days, from one state
Teams outTeams in
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
  • Lawrence Ronald Myers · Managing Member & Chief Compliance Officercontrol
    since 03/2015 · owns less than 5%
  • Lawrence Ronald Myers · Managing Membercontrol
    since 03/2015 · owns 50% to 75% of Myers Financial Services, Inc.
  • Edward Solomon Reeves · Managing Membercontrol
    since 03/2015 · owns 50% to 75% of Fortune Management Group, Inc.
Entity owners
  • Fortune Management Group, Inc. · Member
    direct · owns 50% to 75%
  • Myers Financial Services, Inc. · Member
    direct · owns 50% to 75%
Related persons
Schedule D 7.A
  • Myers Financial Services, Inc.
    insurancen
  • Myers Tax Services, LLC
    insurancen
Offices
Schedule D 1.F, the 25 largest
  • Kirkland, WA1 employees
  • , 1 employees
What changed
consecutive filings, newest first
  • Assets in custody · 0.0 to unset
    Mar 1, 2022 to Apr 12, 2022
  • Custody of client assets · true to false
    Mar 1, 2022 to Apr 12, 2022
  • Accounts · 349 to 465
    Jan 19, 2022 to Feb 9, 2022
  • HNW clients · 46 to 68
    Jan 19, 2022 to Feb 9, 2022
  • Individual clients · 101 to 150
    Jan 19, 2022 to Feb 9, 2022
  • Financial planning clients · 1-10 to 11-25
    Jan 19, 2022 to Feb 9, 2022
  • Discretionary RAUM · $104M to $141M
    Jan 19, 2022 to Feb 9, 2022
  • HNW RAUM · $70.8M to $86.1M
    Jan 19, 2022 to Feb 9, 2022
  • Individual RAUM · $29.8M to $52.2M
    Jan 19, 2022 to Feb 9, 2022
  • Pension RAUM · $3.1M to $3.0M
    Jan 19, 2022 to Feb 9, 2022
  • RAUM · $104M to $141M
    Jan 19, 2022 to Feb 9, 2022
  • BD registered reps · 4 to 0
    Jul 6, 2021 to Jul 26, 2021
  • Insurance-licensed employees · 2 to 0
    Jul 6, 2021 to Jul 26, 2021
  • State-registered IARs · 4 to 0
    Jul 6, 2021 to Jul 26, 2021
  • Advisory employees · 3 to 4
    Mar 29, 2021 to May 13, 2021
  • Employees · 6 to 7
    Mar 29, 2021 to May 13, 2021
  • State-registered IARs · 3 to 4
    Mar 29, 2021 to May 13, 2021
Signals
8 dated events
  • David Christopher Roach left Fortune 360 Group Llc for Assuredpartners Investment Advisors (registered 2026-01-01)
    Feb 24, 2023 · Advisor changed firm · fact
  • Dustin Alan Jones left Fortune 360 Group Llc for Assuredpartners Investment Advisors (registered 2022-10-21)
    Feb 24, 2023 · Advisor changed firm · fact
  • Brandi Lyn Lobato left Fortune 360 Group Llc for Assuredpartners Investment Advisors (registered 2022-12-01)
    Feb 24, 2023 · Advisor changed firm · fact
  • Solomon Edward Reeves left Fortune 360 Group Llc for Securities America Advisors, Inc. (registered 2020-07-17)
    Feb 24, 2023 · Advisor changed firm · fact
  • Ronald Lawrence Myers left Fortune 360 Group Llc for Securities America Advisors, Inc. (registered 2020-07-17)
    Feb 24, 2023 · Advisor changed firm · fact
  • 2 advisors left Fortune 360 Group LLC (Plantation, FL) for Assuredpartners Investment Advisors on the same day
    Feb 24, 2023 · Team lift-out · derived
  • 2 advisors left Fortune 360 Group LLC (Plantation, FL) for Securities America Advisors, Inc. on the same day
    Feb 24, 2023 · Team lift-out · derived
  • Fortune 360 Group Llc filed its initial SEC registration (Form ADV)
    Feb 8, 2021 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
Provenance
Form ADV
SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
Advisors
IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
Class
Former SEC-registered adviserderiveda rule over Items 5.D and 7.A
RAUM per advisor
n/aderivedfirm RAUM over the IAPD count; not a book size
Loaded
Sep 14, 2026