FORTIS CAPITAL MANAGEMENT LLC

RIASEC RegisteredEst. 2018
Total AUM
$1.2B
Discretionary
$1.2B
100% of AUM
Avg account
$1.7M
Accounts
688
Employees
22
Advisory reps
17

Firm details

Headquarters
BELLEVUE, Washington
CRD number
172198
Registered since
April 27, 2018
Website
www.fortis.capital
Custodians
FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC., INTERACTIVE BROKERS LLC
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees, Performance Based Fees, Other
Client types
  • HNWI78.54%
  • Pooled Investment Vehicles12.35%
  • Individuals6.73%
  • Pension & Profit Sharing Plans2.1%
  • Charitable Organizations0.28%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Fortis Capital Management LLC is an independent, SEC-registered registered investment adviser formed as an LLC in 2018. The firm serves both individual/family and institutional clients and provides a mix of financial planning, portfolio management for individuals, businesses and pooled vehicles, plus client education and published commentary. Fee arrangements are flexible: they use asset-based fees as well as hourly, fixed-fee, and performance-based structures. Fortis does not present itself as a third-party capital allocator and is not listed as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 48%, Public Funds/Mutual Funds 45%, Cash & Cash Equivalents 5%, Derivatives 1%, Private Funds 1%48%
  • Exchange Traded Equities48%
  • Public Funds/Mutual Funds45%
  • Cash & Cash Equivalents5%
  • Derivatives1%
  • Private Funds1%

Owners & executives

3 of 3

  • JAMES RUDOLF

    COOCRD 5924815

  • DIETER DREWS

    Founder & CEOCRD 3225773

  • MICHAEL BOROUGHS

    President, CIOCRD 6169300

Contacts

3 of 14

  • JACK STIGER

    Client Service AssociateCRD 7380865

  • Stanislav Vorobets

    Client Service AssociateCRD 7611640

  • ARLIE SKURDAL

    Investment AdviserCRD 1688925

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 122

Active vs passive

$279M in ETFs

Passive

82%

$228M

Active

18%

$51M

ETFProviderStyleCategoryValueShares% of portfolio
SCHWAB US LARGE-CAP ETF (SCHX)SchwabPassiveLarge Blend$38.6M1,505,20613.84%
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Location

Primary office

BELLEVUE, WA

KING

Location

BELLEVUE, WA

Headquartered in BELLEVUE, WA, anchoring the Seattle-Tacoma, WA metro in the West.

Metro area
Seattle-Tacoma, WA
Region
West
County
KING
Address
3600 136th Pl SE
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth