Brandon Lee Guy
Financial advisor at Fortem Financial Group, LLC · Mesa, AZ
Last updated 2026-10-10
Claim your profileBrandon Lee Guy is a financial advisor at Fortem Financial Group, LLC in Mesa, AZ, CRD 8159690. Licenses and exams on the registration: Series 65. IAPD registration began 2026-09-09.
Registration
- CRD number
- 8159690
- Registration status
- Active
- IAPD registration
- 2026-09-09
- Industry Experience
- 0 years
- Work Experience
- 11 years
- States registered
- AZ
Licenses and exams
- Series 65
Work history
- 2025-06 to Present · Fortem Financial Group, LLC · Mesa, AZ
- 2021-09 to 2025-04 · Grand Canyon University Golf Course · Phoenix, AZ
- 2023-05 to 2023-08 · Crane Creek Country Club · Boise, ID
- 2020-05 to 2020-09 · Rd Rnnr · La Quinta, CA
- 2023-05 to 2023-08 · Banbury Golf Course · Eagle, ID
- 2015-09 to 2025-05 · Student · Phoenix, AZ
Current employment
- Fortem Financial Group, LLC · Palm Desert, CA
Fortem Financial Group, LLC
- Regulatory AUM
- $631,885,884
- Registered advisors
- 6
- Offices
- 3
- Clients per advisor
- 57.8 (Moderate)
- Average AUM per client
- $1.8M (Low)
- High-net-worth client ratio
- 40.3% (Moderate)
Fortem Financial Group, LLC: advisors, services and reported ETF investments
About
Brandon Lee Guy is a financial advisor at Fortem Financial Group, LLC in Mesa, AZ. Reported securities licenses include Series 65. The latest record indicates less than 1 year of industry experience and 11 years of reported work history. Reported roles include Student, Grand Canyon University Golf Course, Crane Creek Country Club, Banbury Golf Course, among others.
Fortem Financial Group, LLC's firm-level Form ADV reports 6 advisors across 3 offices; approximately 57.8 clients per advisor, average assets per client of $1,820,997, and regulatory AUM of $631.9M; client categories including Individuals (non-HNW), High net worth individuals, Pension and profit-sharing plans, Charitable organizations, Corporations or other businesses; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Other Advisory Service.
PortfolioFuture's firm-level 13F analysis covers $128.3M across 37 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to Brandon Lee Guy personally.
Reported ETF positions
Fortem Financial Group reports 37 ETF positions worth $128.3M on Form 13F; the largest are listed.
| Fund | Reported value |
|---|---|
| SRLN — State Street Blackstone Senior Loan ETF | $15M |
| URA — Global X Uranium ETF | $13.2M |
| AMLP — Alerian MLP ETF | $12.6M |
| QQQ — Invesco QQQ Trust, Series 1 | $11.4M |
| VSLU — Applied Finance Valuation Large Cap ETF | $10.1M |
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Noteworthy reported investments
Fortem Financial Group's strongest reported position on each research ranking. Institution-level evidence, not this advisor's or any client's holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | VOO — Vanguard S&P 500 ETF | $3.8M | Top 99.1% | Peer conviction 69.7% · Active return +3.01% |
| Addressable Market | VOO — Vanguard S&P 500 ETF | $3.8M | Top 99.6% | Addressable AUM $9.8T · Peer conviction 69.7% |
| Residual Alpha | QQQ — Invesco QQQ Trust, Series 1 | $11.4M | Top 95.7% | Residual alpha +0.73% · Residual Sharpe 0.04 |
| Diversification Benefits | XME — State Street SPDR S&P Metals & Mining ETF | $8.9M | Top 95.6% | Replicability (R²) 60.5% · Residual Sharpe 0.08 |
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
What this firm offers
Filed by Fortem Financial Group, LLC on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Other Advisory Service
Fee options
- Percentage of Assets Under Management
- Hourly Charges
- Fixed Fees (Other Than Subscription)
- Commissions
- Other
Business and affiliations
- Insurance Broker or Agent
- Other Financial Product Salesperson
- Sells Non-Advisory Products or Services
- Broker-Dealer or Municipal Securities Dea
- Other Investment Adviser (Incl. Financial
- Commodity Pool Operator or CTA
- Futures Commission Merchant
- Accountant or Accounting Firm
- Lawyer or Law Firm
- Insurance Company or Agency
- Pension Consultant
- Real Estate Broker or Dealer
- Sponsor or Syndicator of Limited Partners
- Sponsor or GP of Pooled Investment Vehicl
Location
1220 S Alma School Rd, Mesa, AZ 85210
2 advisors at this office.
Contact
The firm's filed contact details.
- Phone: 760-206-8500
- Website: fortemloans.com
Official record
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