Fortis Capital Advisors, LLC

RIASEC RegisteredEst. 2020

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 registered investment adviser organized as an LLC and SEC-registered in 2020. The firm describes itself as a capital allocator serving both individual and family clients as well as institutional relationships. Its fee arrangements include asset-based fees plus options for hourly and fixed-fee engagements, and its advisory services span financial planning, portfolio management for individuals, small businesses and institutions, pension consulting, manager selection, and educational workshops. The firm indicates it integrates ESG considerations into its process and participates in selecting external managers and strategies rather than relying entirely on in-house vehicles. Industry affiliations noted include relationships with other advisers, accounting and law firms, insurance companies, and roles as sponsor or managing member of pooled investment vehicles.