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FORTIS CAPITAL ADVISORS, LLC
CRD 309709 · SEC 801-119354
7301 MISSION ROAD, SUITE 326, PRAIRIE VILLAGE, KS, 66208, United States
Phone
(913) 222-8862
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.62B
Discretionary AUM
$1.62B
Team
68 total employees; 57 advisory reps; 7 broker-dealer reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-06-04
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 1764 | $474.8M |
| High net worth individuals | 363 | $1.04B |
| Pension/profit sharing plans | 24 | $50.3M |
| Charitable organizations | 2 | $2.0M |
| Corporations/business entities | 18 | $50.0M |
States served
VT, AL, AZ, AR, CA, CO, GA, IL, IN, KS, LA, ME, MD, MA, MI, MN, MS, NE, NV, NJ, NY, NC, OH, OR, PA, RI, SC, TN, VA, WI, MO, WA, TX, NH, CT, FL
All web addresses on file
- https://www.compass-wealth-solutions.com/
- https://www.timberpointcapital.com/
- http://www.fortiscapitaladvisors.com
- https://www.linkedin.com/company/fortis-capital-advisors/
- https://joshpefinancial.com/
- https://www.mtnfincapital.com/
- https://www.facebook.com/profile.php?id=100073042434836
- https://www.instagram.com/fortiscapitaladvisors/
- https://www.isaac.financial/
Official SEC filing: View on IAPD