Fortress Capital Advisors
Firm details
- Headquarters
- ,
- CRD number
- 323182
- Website
- fortresscapadv.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI63.37%
- Individuals36.63%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Fortress Capital Advisors is an owner-operated limited liability company functioning as an independent registered investment adviser that serves individual and family clients. The firm bills on a mix of percentage-of-AUM, hourly, and fixed-fee arrangements and provides financial planning alongside portfolio management for individuals, small businesses, and institutional/business clients. Educational seminars and workshops are also part of its service mix. Fortress Capital does not position itself as a capital allocator and does not identify as an active ESG investor or a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
- Exchange Traded Equities95%
- Public Funds/Mutual Funds3%
- Derivatives1%
- Cash & Cash Equivalents1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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