Wealth Manager
    SEC Registered
    Manages Private Funds

    Fortis Capital Advisors, LLC

    Registered investment advisor · Prairie Village, Kansas · CRD #309709

    Assets Under Management
    $1.6B
    Client Accounts
    4,475
    Employees
    68
    CRD Number
    309709
    Registration
    SEC Registered
    Custodian
    Charles Schwab & Co., Inc.

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Fortis Capital Advisors, LLC

    Fortis Capital Advisors, LLC is a progressive wealth management firm offering bespoke financial planning and investment strategies, recognized as the #2 Fastest-Growing Registered Investment Advisor (RIA) in the U.S. for 2025 by Financial Advisor Magazine.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Yes
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Fortis Capital Advisors, LLC

    Wealthmetrica subscribers see the full picture: verified contacts and emails, quarterly 13F holdings and position changes, private funds, and ADV brochure analysis.

    Frequently Asked Questions

    What is Fortis Capital Advisors, LLC's AUM?

    Fortis Capital Advisors, LLC reports approximately $1.6B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Fortis Capital Advisors, LLC headquartered?

    Fortis Capital Advisors, LLC is headquartered in Prairie Village, Kansas.

    What is Fortis Capital Advisors, LLC's CRD number?

    Fortis Capital Advisors, LLC's CRD number is 309709. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Fortis Capital Advisors, LLC manage?

    Fortis Capital Advisors, LLC manages approximately 4,475 client accounts according to its latest SEC filing.

    Is Fortis Capital Advisors, LLC SEC registered?

    Yes, Fortis Capital Advisors, LLC is registered with the SEC as an investment adviser with an approved registration status.

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