# Marcus Brutoco

> Marcus Brutoco is a fee-only financial advisor at Fortuna Investors in Dana Point, California. Fortuna Investors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/marcus-brutoco/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Fortuna Investors
- **Based in:** Dana Point, California
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $21.2M across 148 accounts
- **CRD:** 6390830 (https://adviserinfo.sec.gov/individual/summary/6390830)
- **SEC registration:** Investment adviser representative in CA
- **Exams passed:** Series 63 (2015), Series 65 (2024)
- **Firm size:** 4 employees
- **Disclosures:** None reported
- **Website:** https://wwwlinkedin.com/company/fortuna-investors

## Frequently asked questions

### Is Marcus Brutoco a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Marcus holds no broker registration, and Fortuna Investors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Marcus charge for financial advice?

Marcus's firm, Fortuna Investors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Marcus Brutoco based?

Marcus Brutoco is based in Dana Point, California.

### Is Marcus Brutoco registered with the SEC?

Yes. Marcus Brutoco is registered as an investment adviser representative in CA (CRD 6390830), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Fortuna Investors manage?

Fortuna Investors reports $21.2M across 148 accounts in assets under management.

### How do I contact Marcus Brutoco?

Through Marcus's website, wwwlinkedin.com/company/fortuna-investors.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6390830): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.