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RIA / WealthAdvisor26 years in industry

BENJAMIN AARON KUSNER

Advisor at FORTIS CAPITAL ADVISORS, LLC

Birmingham, MI | PRAIRIE VILLAGE, KS

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Search this name across graphsid dfx:ria:f20a2e42-60d2-e946-cc09-7f1fb09f5da9

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 10:24 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: May 21, 2003 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 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: Nov 11, 1999earliest registration or exam on IAPD
Years in industry: 26derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Exams: S65|S63
First exam: Nov 11, 1999
First registration: May 21, 2003
Dual registered: no
Other names: Ben A Kusner|Benjamin A Kusner|Benjamin Aaron Kusner
IAPD individual key: 4031062

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	May 7, 2026	n/a	yes	PRAIRIE VILLAGE, KS\|Birmingham, MI	Current employment
KMG FIDUCIARY PARTNERS, LLC	Independent wealth	Jan 22, 2020	May 12, 2026	no	Birmingham, MI\|TOLEDO, OH\|Miami Beach, FL	Previous registration
MORGAN STANLEY	Wirehouse	Nov 5, 2010	Jan 21, 2020	no	Birmingham, MI	Previous registration
UBS FINANCIAL SERVICES INC.	Wirehouse	Feb 9, 2007	Nov 11, 2010	no	WEEHAWKEN, NJ	Previous registration
KEYBANC CAPITAL MARKETS INC.	n/a	May 21, 2003	Feb 9, 2007	no	ANN ARBOR, MI\|ANN ARBOR, MI	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
KMG FIDUCIARY PARTNERS, LLC	FORTIS CAPITAL ADVISORS, LLC	May 12, 2026	May 7, 2026	-5	Firm change	RIA to RIA
MORGAN STANLEY	KMG FIDUCIARY PARTNERS, LLC	Jan 21, 2020	Jan 22, 2020	1	Firm change	Wirehouse to RIA
UBS FINANCIAL SERVICES INC.	MORGAN STANLEY	Nov 11, 2010	Nov 5, 2010	-6	Firm change	Wirehouse to wirehouse
KEYBANC CAPITAL MARKETS INC.	UBS FINANCIAL SERVICES INC.	Feb 9, 2007	Feb 9, 2007	0	Bulk transfer	Other

Team moves

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

Team	Left	Joined	From	Kind
149777:298331:MI:2020-01-21	Jan 21, 2020	Jan 22, 2020	BIRMINGHAM, MI	Firm change

Relationships

Registered with (5)

→ FORTIS CAPITAL ADVISORS, LLCRegistered adviserregistration: current employment
May 7, 2026 to presentfactForm ADV
→ KMG FIDUCIARY PARTNERS, LLCRegistered adviserregistration: previous registration
Jan 22, 2020 to May 12, 2026factForm ADV
→ MORGAN STANLEYRegistered adviserregistration: previous registration
Nov 5, 2010 to Jan 21, 2020factForm ADV
→ UBS FINANCIAL SERVICES INC.Registered adviserregistration: previous registration
Feb 9, 2007 to Nov 11, 2010factForm ADV
→ KEYBANC CAPITAL MARKETS INC.Registered adviserregistration: previous registration
May 21, 2003 to Feb 9, 2007factForm ADV

Dated events

Occurred
May 12, 2026
Advisor changed firm
Benjamin Aaron Kusner left Kmg Fiduciary Partners, Llc for Fortis Capital Advisors, Llc (registered 2026-05-07)
Form ADVobserved 6 days ago