Fortis Capital Advisors, LLC

RIASEC RegisteredEst. 2020

Total AUM

$1.6B

Discretionary

$1.6B

100% of AUM

Avg account

$361K

Accounts

4,475

Employees

68

Advisory reps

74

Firm details

Headquarters: Prairie Village, Kansas
CRD number: 309709
Registered since: August 28, 2020
Website: www.fortiscapitaladvisors.com
Custodians: CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI64.28%
Individuals29.39%
Pension & Profit Sharing Plans3.12%
Corporations / Businesses3.09%
Charitable Organizations0.13%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Fortis Capital Advisors, LLC is an independent registered investment adviser formed in 2020 and organized as an LLC. The firm serves both individual and institutional clients and positions itself as a capital allocator that mixes discretionary portfolio management with financial planning and consulting. Its service menu includes portfolio management for individuals, small businesses and institutions, selection of third‑party advisers, pension consulting activities, and educational seminars; fee arrangements include asset‑based fees as well as hourly and fixed‑fee engagements. Fortis also identifies as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Public Funds/Mutual Funds58%
Exchange Traded Equities32%
Cash & Cash Equivalents7%
US Government Bonds1%
Non-Investment Grade Corp Bonds1%

Owners & executives

3 of 5

Belena Vincetti
Chief Compliance OfficerCRD 5207515
Justin Marcus
Founder and CEOCRD 5558923
David Cleary
President, Chief Investment OfficerCRD 2480484

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Contacts

3 of 69

Albert Berg
Registered RepresentativeCRD 5640255
Tucker Roeder
Partner, Financial AdvisorCRD 5691096
Megan Rehill
Investment Advisor RepresentativeCRD 5872640

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Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 447

Active vs passive

$1.1B in ETFs

Passive

92%

$1B

Active

7%

$89.4M

ETF	Provider	Style	Category	Value	Shares	% of portfolio
INVESCO QQQ TRUST SERIES 1 (QQQ)	Invesco	Passive	Large Growth	$47.6M	64,627	4.20%

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Primary office

Prairie Village, KS

Johnson

Location

Prairie Village, KS

Headquartered in Prairie Village, KS, anchoring the Kansas City-Overland Park-Kansas City, MO-KS metro in the Midwest.

Metro area: Kansas City-Overland Park-Kansas City, MO-KS
Region: Midwest
County: Johnson
Address: 7301 Mission Rd
Time zone: CT (UTC-6)
Office locations

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