Marcus Brutoco
Fortuna Investors · Dana Point, California
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.
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Facts
| Firm | Fortuna Investors |
|---|---|
| Based in | Dana Point, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $21.2M across 148 accounts |
| SEC registration | Investment adviser representative in CA · CRD 6390830 |
| Exams passed | Series 63 (2015) · Series 65 (2024) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | wwwlinkedin.com/company/fortuna-investors |
How Marcus's firm compares
- Fortuna Investors's average account is about $144,000, from its Form ADV (assets managed divided by 148 accounts).
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Questions about Marcus
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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 : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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