Casey Rose

Employer firm

Fortress Family Asset Management LLC CRD 336378

$324.8K regulatory AUM 4 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers

Fortress Family Asset Management Llc

Candor, NC • United States

Current Registrations

Authority	Category	Status	Date
NC	RA	APPROVED	2026-07-27
CO	RA	APPROVED	2025-05-05

NC RA
APPROVED

Since 2026-07-27
CO RA
APPROVED

Since 2025-05-05

Branch Locations

Candor, NC • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Fortress Family Asset Management Llc	Candor	NC	04/2025	Present
Fortress Family Asset Management Llc	Candor	NC	01/2025	Present
Casey Rose, Sole Proprietor	Colorado Springs	CO	01/2025	10/2025
Department Of Defense	Colorado Springs	CO	05/2018	02/2025
Daystarr Communications	Owosso	MI	04/2011	04/2018

04/2025 → Present

Fortress Family Asset Management Llc

Candor, NC
01/2025 → Present

Fortress Family Asset Management Llc

Candor, NC
01/2025 → 10/2025

Casey Rose, Sole Proprietor

Colorado Springs, CO
05/2018 → 02/2025

Department Of Defense

Colorado Springs, CO
04/2011 → 04/2018

Daystarr Communications

Owosso, MI

Other Businesses

Casey Rose is a licensed insurance agent; yes investment related; Candor, NC; insurance sales and services; Insurance Agent; start 01/2025; 40 hours per month; 20 hours during securities trading

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2025-02-27

S65 Uniform Investment Adviser Law Examination

2025-02-27

View on SEC IAPD