JOHN H. BRIMHALL

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CRD#: 6296825

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

JOHN HOWARD BRIMHALL, CFP® was a registered financial professional .

JOHN is a previously registered financial professional and started their career in finance in 2014. JOHN had worked at 4 firms and has passed the Series 65 exam.

Biography

John joined CAPTRUST in 2020 from MRA Associates and serves retirement plan clients and nonprofits. He serves as a liaison between clients and service providers, working to make delivery of retirement plan best practices more engaging.

John holds a Bachelor of Science degree in accountancy and a Master of Science degree in accountancy from Arizona State University.

Question & Answer

Are you a "fiduciary"?

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Education

Arizona State University

Master of Science - Accountancy

Arizona State University

BS - Accountancy

Experience

Past

June 28, 2024 - January 2, 2025

FORTITUDE FAMILY OFFICE

RIA

CRD#: 317615

SCOTTSDALE, AZ

Past

February 22, 2021 - September 11, 2023

CAPTRUST

RIA

CRD#: 175112

PHOENIX, AZ

Past

December 19, 2014 - March 29, 2021

MRA ASSOCIATES

RIA

CRD#: 152734

PHOENIX, AZ

Past

May 3, 2014 - September 16, 2014

PAUL COMSTOCK PARTNERS

RIA

CRD#: 105335

HOUSTON, TX

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

FORTITUDE FAMILY OFFICE

FORTITUDE FAMILY OFFICE | FORTITUDE FAMILY OFFICE, LLC

CRD#: 317615 / SEC#: 801-122907

RIA

Registered Investment Advisory firm - (12/21/2021 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 5/2/2014

Uniform Investment Adviser Law Examination

Current Firm

FORTITUDE FAMILY OFFICE

FORTITUDE FAMILY OFFICE | FORTITUDE FAMILY OFFICE, LLC

CRD#: 317615 / SEC#: 801-122907

RIA

Registered Investment Advisory firm - (12/21/2021 Approved)

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Contact information

Main Address

7500 N Dobson Rd Suite 151, Scottsdale, AZ 85256

Mailing Address

Phone number

(602) 834-0089

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (6 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORTITUDE FAMILY OFFICE ADV PART 2A (4/29/2025)

Regulatory assets under management

Total Number of Accounts	781
AUM (Assets Under Management)	$ 893,717,216

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
07/24/2025	Cover Page	Report
08/27/2024	Cover Page	Report
06/26/2023	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

(xxx) xxx-xxxx

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JOHN H. BRIMHALL

Professional summary

Biography

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Education

Arizona State University

Arizona State University

Experience

CAPTRUST

MRA ASSOCIATES

PAUL COMSTOCK PARTNERS

Primary Firm SEC Registration

FORTITUDE FAMILY OFFICE

State Registrations and Notice Filings

Exams

Series 65

Date: 5/2/2014

Current Firm

FORTITUDE FAMILY OFFICE

Contact information

SEC notice filing (6 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

FORTITUDE FAMILY OFFICE

TRUST BUT VERIFY

Contact information

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