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FORT ADVISORS INC
CRD 299243 · SEC 801-128317
7701 SAN FELIPE BLVD., SUITE 100, AUSTIN, TX, 78729, United States
Phone
512-433-6492
Fax
N/A
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$146.3M
Discretionary AUM
$146.3M
Team
3 total employees; 3 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-28
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersPRIVATE INVESTMENT DUE DILIGENCE
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 367 | $73.3M |
| High net worth individuals | 47 | $73.1M |
States served
TX
All web addresses on file
Official SEC filing: View on IAPD