DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Charles W Crews

Fortis Capital Advisors, LLCindependent RIASimpsonville, Sc IA-onlyIAPD 4509752

Feed of 09/15/2026

Also filed as Chuck W Crews

At current firm

2 y

since Nov 8, 2023

In the industry

24 y

since Aug 30, 2002 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S65

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Fortis Capital Advisors, LLC independent RIA current
since Nov 8, 2023 · Prairie Village, Ks
Crews Financial Advisors, LLC unclassified
Jul 26, 2022 to Nov 27, 2023 · Simpsonville, Sc
Wealth Management Advisors, LLC independent RIA
Jun 12, 2018 to Oct 6, 2022 · Greenville, Sc
Southeast Financial Advisors independent RIA
Jan 7, 2013 to May 4, 2018 · Greenville, Sc
Ic Advisory Services, Inc. former
Jun 2, 2006 to Sep 28, 2012 · Bedminster, Nj
The Investment Center, Inc. unclassified
Feb 3, 2006 to Oct 2, 2006 · Greenville, Sc
Citigroup Global Markets Inc. BD affiliated
Oct 14, 2002 to Feb 16, 2006 · Greenville, Sc

Moves

a registration end followed by a registration begin elsewhere

Crews Financial Advisors, LLC to Fortis Capital Advisors, LLC
left Nov 27, 2023, registered Nov 8, 2023 (-19 days) · Other
Wealth Management Advisors, LLC to Crews Financial Advisors, LLC
left Oct 6, 2022, registered Jul 26, 2022 (-72 days) · Other
Southeast Financial Advisors to Wealth Management Advisors, LLC
left May 4, 2018, registered Jun 12, 2018 (39 days) · Other
Ic Advisory Services, Inc. to Southeast Financial Advisors
left Sep 28, 2012, registered Jan 7, 2013 (101 days) · Other
The Investment Center, Inc. to Ic Advisory Services, Inc.
left Oct 2, 2006, registered Jun 2, 2006 (-122 days) · Other
Citigroup Global Markets Inc. to The Investment Center, Inc.
left Feb 16, 2006, registered Feb 3, 2006 (-13 days) · Other

Signals

Charles W Crews left Crews Financial Advisors, Llc for Fortis Capital Advisors, Llc (registered 2023-11-08)
Nov 27, 2023 · Advisor changed firm · fact
Charles W Crews left Wealth Management Advisors, Llc for Crews Financial Advisors, Llc (registered 2022-07-26)
Oct 6, 2022 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Independent wealth managerderived
Years in industry: 24derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address