Fortis Capital Management LLC

RIASEC RegisteredEst. 2018

Total AUM

$1.2B

Discretionary

$1.2B

100% of AUM

Avg account

$1.7M

Accounts

688

Employees

Advisory reps

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 organized as an LLC and established in 2018. The firm serves both individual and family clients as well as institutional accounts, offering a mix of fee arrangements including asset-based fees, hourly and fixed fees, performance-based fees and other fee structures. Its advisory services cover financial planning, portfolio management for individuals, small businesses and pooled vehicles, institutional portfolio management, and client education through publications and workshops. Fortis does not identify as an active ESG investor and is not listed as a multi-state or pension consultant adviser.