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.

Firm class

state registeredderivedon the IAPD state feed, not SEC-registered

Regulatory AUM

$30.1MItem 5.F on the latest filing (2024-08-29); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$30.1M

Private client RAUM

$18.0MderivedItem 5.D individuals plus high net worth individuals

Private client share

60%derivedprivate client RAUM over total RAUM

Employees

5

Advisory employees

5

Offices

4Schedule D 1.F, beyond the principal office

Accounts

132

Individual clients

51

Custody, client assets

$3.2M

CRD

310869

Filings on the tape

1

First filed

Aug 29, 2024

Latest filed

Aug 29, 2024

Organised

Limited Liability Company, TX

• Occurred

  Jul 28, 2025
  Advisor changed firm

  Ian Weiner left Exos Wealth Strategies, Llc for Fortis Capital Advisors, Llc (registered 2024-11-05)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:543eb6ef-69c1-15da-ac45-4a4e04a32534

First observed

Aug 29, 2024

Last observed

Aug 29, 2024 25 months ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.