Fortis Capital Advisors, LLC

RIASEC Registered
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
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.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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: Public Funds/Mutual Funds 58%, Exchange Traded Equities 32%, Cash & Cash Equivalents 7%, US Government Bonds 1%, Non-Investment Grade Corp Bonds 1%, Private Funds 1%58%
  • Public Funds/Mutual Funds58%
  • Exchange Traded Equities32%
  • Cash & Cash Equivalents7%
  • US Government Bonds1%
  • Non-Investment Grade Corp Bonds1%

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 285

Active vs passive

$788M in ETFs

Passive

83%

$654M

Active

14%

$135M

ETFProviderStyleCategoryValueShares% of portfolio
INVESCO QQQ TRUST SERIES 1 (QQQ)InvescoPassiveLarge Growth$48.5M65,6076.16%

Location

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth