Fortis Capital Advisors, LLC
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
FINTRXOverview
Fortis Capital Advisors, LLC is an independent, SEC-registered registered investment adviser organized as an LLC and registered in 2020. The firm is owned by an individual and positions itself as a capital allocator that serves both individual & family clients and institutional accounts. Fee arrangements include percentage-of-AUM billing as well as hourly and fixed-fee engagements. Advisory services listed by the firm include financial planning, portfolio management for individuals, small businesses and institutions, pension consulting, manager selection, and educational seminars. The firm identifies as an active ESG investor and reports relationships with other advisers, accountants, law firms, insurance companies and sponsors/GPs of pooled vehicles.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- 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
President, Chief Investment OfficerCRD 2480484
Steven Gordon
Founder and CEOCRD 1947375
Roman Moldavsky
Chief Executive OfficerCRD 4726235
Contacts
3 of 60
William Coughlin
Wealth AdvisorCRD 7655909
Charles Crews
IARCRD 4509752
Michael Posey
Investment Adviser RepresentativeCRD 6687730
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 222Active vs passive
$532M in ETFs
92%
$491M
6%
$41M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO QQQ TRUST SERIES 1 (QQQ) | Invesco | Passive | Large Growth | $35.7M | 61,868 | 6.71% |
Location
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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