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RIA / WealthAdvisor26 years in industry

W. CURTIS ERICKSON

Advisor at FORTIS CAPITAL MANAGEMENT LLC

BELLEVUE, WA | Seattle, WA

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Search this name across graphsid dfx:ria:35572da7-35d7-0d2e-7ce8-5a2420aede8d

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 10:05 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Mar 21, 2000 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: FORTIS CAPITAL MANAGEMENT LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Feb 8, 2000earliest registration or exam on IAPD
Years in industry: 26derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Exams: S66
First exam: Feb 8, 2000
First registration: Mar 21, 2000
Dual registered: no
IAPD individual key: 4093584

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
FORTIS CAPITAL MANAGEMENT LLC	Independent wealth	Sep 20, 2023	n/a	yes	BELLEVUE, WA\|Seattle, WA	Current employment
GARRETT ERICKSON FINANCIAL SERVICES LLC	n/a	Mar 16, 2015	Jul 18, 2016	no	SEATTLE, WA\|SEATTLE, WA	Previous registration
ERICKSON WEALTH & TAX MANAGEMENT	n/a	Sep 26, 2003	Oct 23, 2025	no	SEATTLE, WA	Previous registration
1ST GLOBAL ADVISORS INC	Former SEC adviser	Mar 21, 2000	Nov 26, 2003	no	SEATTLE, WA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
ERICKSON WEALTH & TAX MANAGEMENT	GARRETT ERICKSON FINANCIAL SERVICES LLC	Oct 23, 2025	Mar 16, 2015	-3,874	Firm change after gap	Other
GARRETT ERICKSON FINANCIAL SERVICES LLC	FORTIS CAPITAL MANAGEMENT LLC	Jul 18, 2016	Sep 20, 2023	2,620	Firm change after gap	Other
1ST GLOBAL ADVISORS INC	ERICKSON WEALTH & TAX MANAGEMENT	Nov 26, 2003	Sep 26, 2003	-61	Firm change after gap	Other

Relationships

Registered with (4)

→ FORTIS CAPITAL MANAGEMENT LLCRegistered adviserregistration: current employment
Sep 20, 2023 to presentfactForm ADV
→ ERICKSON WEALTH & TAX MANAGEMENTRegistered adviserregistration: previous registration
Sep 26, 2003 to Oct 23, 2025factForm ADV
→ GARRETT ERICKSON FINANCIAL SERVICES LLCRegistered adviserregistration: previous registration
Mar 16, 2015 to Jul 18, 2016factForm ADV
→ 1ST GLOBAL ADVISORS INCRegistered adviserregistration: previous registration
Mar 21, 2000 to Nov 26, 2003factForm ADV

Dated events

Occurred
Oct 23, 2025
Advisor changed firm
W. Curtis Erickson left Erickson Wealth & Tax Management for Garrett Erickson Financial Services Llc (registered 2015-03-16)
Form ADVobserved 5 days ago