Joel B Fortney

Employer firm

Koios Private Family Offices, LLC CRD 338355

$1.46M regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2025 → Present
  Koios Private Family Offices, Llc
  Des Moines, IA
• 06/2024 → Present
  Koios Management Group
  Des Moines, IA
• 01/2020 → Present
  Ultra Skin Science, Llc
  Des Moines, IA
• 10/2020 → 12/2024
  Stategy Capital, Lp
  Des Moines, IA
• 04/2018 → 12/2020
  Salon W, Llc
  Des Moines, IA
• 06/2001 → 03/2018
  Principal Global Investors
  Des Moines, IA

Other Businesses

?Co-Owner and Chief Financial Officer of Koios Management Group, LLC, a management consulting firm that provides outsourced CFO services to privately owned businesses. This business is not investment advisory in nature, and clients of our advisory firm are not offered services through Koios Management Group. ?Co-Owner and Chief Executive Officer of Stategy Capital, LP, an investment management firm. This business is in the process of closing and no longer actively offers services. Clients of our advisory firm are not offered services through Stategy Capital. Co-owner and member of Ultra Skin Science, LLC, a company engaged in the distribution of beauty products. This business is not investment advisory in nature, and clients of our advisory firm are not offered services through Ultra Skin Science.

Designations

• Chartered Financial Analyst