Fortis Capital Advisors, LLC

RIASEC Registered

Total AUM

$1.6B

Discretionary

$1.6B

100% of AUM

Avg account

$361K

Accounts

4,475

Employees

Advisory reps

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, owner-led registered investment adviser that began SEC registration in 2020. It serves both individual/family and institutional clients and positions itself as a capital allocator, combining financial planning and discretionary portfolio management with consultative services such as selection of other advisers and educational workshops. The firm charges asset-based fees and also offers hourly and fixed-fee engagements. Fortis identifies as an active ESG investor and lists a range of advisory activities that include portfolio management for individuals, small businesses and institutions, pension consulting services, and advisor selection.