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RIA / WealthAdvisor32 years in industry

SHRIKANT M NADKARNI

Advisor at FORTIS CAPITAL ADVISORS, LLC

Princeton, NJ | PRAIRIE VILLAGE, KS

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:8e3e89d1-9d50-78a7-2f22-e963bfad7c61

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:34 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Jul 2, 2002 to Sep 14, 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 ADVISORS, 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: Jan 11, 1994earliest registration or exam on IAPD
Years in industry: 32derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Exams: S63
First exam: Jan 11, 1994
First registration: Jul 2, 2002
Dual registered: no
IAPD individual key: 1921932

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 ADVISORS, LLC	Independent wealth	Apr 11, 2022	n/a	yes	PRAIRIE VILLAGE, KS\|Princeton, NJ	Current employment
NEXT HORIZON ADVISORS LLC	Former SEC adviser	Jul 30, 2014	Mar 7, 2023	no	PRINCETON, NJ	Previous registration
GLEN EAGLE ADVISORS, LLC	Former SEC adviser	Sep 24, 2012	Jun 27, 2014	no	PRINCETON, NJ\|Kingston, NJ	Previous registration
AVANTAX ADVISORY SERVICES	Former SEC adviser	Jul 2, 2002	Oct 4, 2012	no	EDISON, NJ	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
NEXT HORIZON ADVISORS LLC	FORTIS CAPITAL ADVISORS, LLC	Mar 7, 2023	Apr 11, 2022	-330	Firm change after gap	RIA to RIA
GLEN EAGLE ADVISORS, LLC	NEXT HORIZON ADVISORS LLC	Jun 27, 2014	Jul 30, 2014	33	Firm change	Other
AVANTAX ADVISORY SERVICES	GLEN EAGLE ADVISORS, LLC	Oct 4, 2012	Sep 24, 2012	-10	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
169844:309709:NJ:2023-03-07	Mar 7, 2023	Apr 11, 2022	PRINCETON, NJ	Firm change after gap

Relationships

Registered with (4)

→ FORTIS CAPITAL ADVISORS, LLCRegistered adviserregistration: current employment
Apr 11, 2022 to presentfactForm ADV
→ NEXT HORIZON ADVISORS LLCRegistered adviserregistration: previous registration
Jul 30, 2014 to Mar 7, 2023factForm ADV
→ GLEN EAGLE ADVISORS, LLCRegistered adviserregistration: previous registration
Sep 24, 2012 to Jun 27, 2014factForm ADV
→ AVANTAX ADVISORY SERVICESRegistered adviserregistration: previous registration
Jul 2, 2002 to Oct 4, 2012factForm ADV

Dated events

Occurred
Mar 7, 2023
Advisor changed firm
Shrikant M Nadkarni left Next Horizon Advisors Llc for Fortis Capital Advisors, Llc (registered 2022-04-11)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:8e3e89d1-9d50-78a7-2f22-e963bfad7c61
First observed: Jul 2, 2002
Last observed: Sep 14, 2026 7 days ago
Source families: Federal regulator filings
1 registered feed 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.

SHRIKANT M NADKARNI

Advisor at FORTIS CAPITAL ADVISORS, LLC

Princeton, NJ | PRAIRIE VILLAGE, KS

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:8e3e89d1-9d50-78a7-2f22-e963bfad7c61

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:34 AM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

FORTIS CAPITAL ADVISORS, LLC

Independent wealth

Apr 11, 2022

n/a

yes

PRAIRIE VILLAGE, KS|Princeton, NJ

Current employment

NEXT HORIZON ADVISORS LLC

Former SEC adviser

Jul 30, 2014

Mar 7, 2023

PRINCETON, NJ

Previous registration

GLEN EAGLE ADVISORS, LLC

Former SEC adviser

Sep 24, 2012

Jun 27, 2014

PRINCETON, NJ|Kingston, NJ

Previous registration

AVANTAX ADVISORY SERVICES

Former SEC adviser

Jul 2, 2002

Oct 4, 2012

EDISON, NJ

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

NEXT HORIZON ADVISORS LLC

FORTIS CAPITAL ADVISORS, LLC

Mar 7, 2023

Apr 11, 2022

-330

Firm change after gap

RIA to RIA

GLEN EAGLE ADVISORS, LLC

NEXT HORIZON ADVISORS LLC

Jun 27, 2014

Jul 30, 2014

Firm change

Other

AVANTAX ADVISORY SERVICES

GLEN EAGLE ADVISORS, LLC

Oct 4, 2012

Sep 24, 2012

-10

Firm change

Other

Team

Left

Joined

From

Kind

169844:309709:NJ:2023-03-07

Mar 7, 2023

Apr 11, 2022

PRINCETON, NJ

Firm change after gap