Fortis Capital Advisors, LLC

RIASEC RegisteredEst. 2020
Total AUM
$1.6B
Discretionary
$1.6B
100% of AUM
Avg account
$361K
Accounts
4,475
Employees
68
Advisory reps
69

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 formed in 2020 and organized as an LLC. The firm serves both individual and institutional clients and positions itself as a capital allocator that mixes discretionary portfolio management with financial planning and consulting. Its service menu includes portfolio management for individuals, small businesses and institutions, selection of third‑party advisers, pension consulting activities, and educational seminars; fee arrangements include asset‑based fees as well as hourly and fixed‑fee engagements. Fortis also identifies as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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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

3 of 5
  • David Cleary

    David Cleary

    President, Chief Investment OfficerCRD 2480484

  • Steven Gordon

    Founder and CEOCRD 1947375

  • Roman Moldavsky

    Roman Moldavsky

    Chief Executive OfficerCRD 4726235

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Contacts

3 of 64
  • William Coughlin

    William Coughlin

    Wealth AdvisorCRD 7655909

  • Charles Crews

    Charles Crews

    IARCRD 4509752

  • Michael Posey

    Michael Posey

    Investment Adviser RepresentativeCRD 6687730

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 230

Active vs passive

$569M in ETFs

Passive

92%

$523M

Active

7%

$46.1M

ETFProviderStyleCategoryValueShares% of portfolio
INVESCO QQQ TRUST SERIES 1 (QQQ)InvescoPassiveLarge Growth$47.6M64,6278.37%
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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