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FORTIS CAPITAL MANAGEMENT LLC
CRD 172198 · SEC 801-113097
3600 136TH PL SE, SUITE 270, BELLEVUE, WA, 98006, United States
Phone
425-453-5010
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.16B
Discretionary AUM
$1.16B
Team
22 total employees; 18 advisory reps; 2 broker-dealer reps
Clients
251-500
Fees
Percentage of AUM; Hourly charges; Fixed fees; Performance-based fees; NET WORTH BASED PERCENTAGE OF VALUE
Org form
Limited Liability Company
Filing date
2026-04-29
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)Publication of periodicalsEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 398 | $78.1M |
| High net worth individuals | 267 | $912.2M |
| Pooled investment vehicles | 2 | $143.4M |
| Pension/profit sharing plans | 19 | $24.4M |
| Charitable organizations | 2 | $3.3M |
States served
AZ, CA, MN, NY, OR, WA, TX
All web addresses on file
- https://twitter.com/FortisWealthMgt
- HTTP://WWW.FORTIS.CAPITAL
- https://www.facebook.com/Fortis-Financial-Group-201957123543074/
- https://www.linkedin.com/company/fortisfinancialgroup/
- https://www.prismadvisor.com/
- https://www.facebook.com/prismcapitalmanagement
- https://www.instagram.com/prismcapitalman/
- https://twitter.com/PrismCapitalMan
- https://www.instagram.com/fortisfinancialgroup/
Official SEC filing: View on IAPD