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.

Former SEC-registered adviser

Fortius Financial Advisors, LLC

Former SEC-registered adviserSalt Lake City, UtahCRD 128060SEC 801-71571IAPD
Latest filing Jul 24, 2015
First filing on the tape Feb 29, 2012 · 11 filings
RAUM
$55.1M
reported, Item 5.F
Discretionary
98%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
4
registered through the firm on IAPD
RAUM per advisor
$13.8M
derived; firm RAUM over IAPD count
Employees
6
5 advisory (5.B.1)
Offices
n/a
beyond the principal office
Private funds
4
$7.1M gross assets
History
11 filings and snapshots on the tape
RAUM$55.1M as of Jul 24, 2015
Feb 29, 2012$53.5M then
HNW client RAUM: no history
State-registered IARs (5.B.3)5 as of Jul 24, 2015
Feb 29, 20120 then
Employees (5.A)6 as of Jul 24, 2015
Mar 28, 20137 then
Private funds4 as of Jul 24, 2015
Feb 29, 20121 then
RAUM -19% over the last fiscal year+1.0% a year over threeIARs 6 to 5
Practice profile
derived from the filing of Jul 24, 2015; every figure names its basis
RAUM per advisor
$13.8MderivedRAUM over IAPD advisors; not a book size
Clients per advisor
unknownderivedindividual and HNW clients (5.D) over advisors
Average HNW client
unknownderivedHNW RAUM over HNW clients
Average account
$159,571derivedRAUM over accounts (5.F.2.f)
Discretionary
98%derivedof RAUM
Institutional
0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor
1.5derivedItem 5.A over advisors
Advisors per office
2.0derived2 offices incl. principal (1.F.5)
RAUM growth, one year
-19%derivedbetween the last two annual amendments
Advisor growth, one year
-17%derivedItem 5.B.3 between annual amendments
Client growth, one year
unknownderived
Compensation
percentage of assets, hourlyreportedItem 5.E
Advisory activities
portfolio management for individuals, portfolio management for businesses and institutions, portfolio management for pooled vehicles, pension consulting, selection of other advisersreportedItem 5.G
Custody
$7.1M, 4 clientsreportedItem 9.A
Ownership
no PE, bank or public-company owner found on Schedule Aderived
Advisor book size
not public; not estimatedreported
Also answered yes on Form ADV
  • buys or sells securities as principal to or from clients (8.A.2)
  • has discretionary authority over which securities are bought or sold (8.C.1)
  • receives research or other products from a broker-dealer, soft dollars (8.E)
  • compensates persons for client referrals (8.G.1)
  • compensates non-employees for client referrals (8.G.2)
  • has custody of client cash or bank accounts (9.A.1.a)
  • has custody of client securities (9.A.1.b)
  • a related person has custody of client cash (9.B.1.a)
  • a related person has custody of client securities (9.B.1.b)
  • an independent public accountant performs a surprise examination (9.C.1)
Where the RAUM sits
Form ADV Item 5.D, latest filing
This filing has no Item 5.D breakdown (filings before 2017 reported ranges, not amounts).
Individual clients
n/areported
HNW clients
n/areported
Pension plan clients
n/areported
Charitable clients
n/areported
Accounts
345reported
Financial planning clients
0reported
Wrap fee programs
noreported
Custody of client assets
$7.1M for 4 clientsreported
Compensation
% of AUM, hourlyreported
Class basis
absent from the latest SEC rosterderived
Advisors registered through the firm
4 on IAPD today, longest tenure first
NameBranchHere sinceIn industryPrior firms
Jeff Michael BollingerSalt Lake City, UtAug 27, 200332 y2
Roberto G BuchananSalt Lake City, UtJun 9, 200425 y1
Jared Marshall ClaytonSalt Lake City, UtAug 2, 201026 y5
Jeanne Marie DeitzSalt Lake City, UtJul 20, 201530 y0
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Every departureEvery arrival
Private funds
4 reported on Schedule D 7.B.(1)
FundTypeGross assetsOwnersFirst reported
Fortius Structured Notes Fund, LPHedge Fund$4.7M47Feb 29, 2012
Nuvo Ventures, LLCPrivate Equity Fund$1.9M29Apr 1, 2014
Ilux Captial Fund, LPPrivate Equity Fund$353,41810Oct 10, 2012
Ilux Secondary Market Fund, LPPrivate Equity Fund$149,57924Oct 10, 2012
Owners and control persons
Schedule A and B, latest filing
  • Michael Jeff Bollinger · Member/Chief Investment Officercontrol
    since 09/2007 · owns less than 5%
  • Marie Jeanne Deitz · Chief Compliance Officercontrol
    since 03/2013 · owns 5% to 10%
  • Mark Michael Dvorkin · Managercontrol
    since 05/2010 · owns less than 5%
  • Michael Jeff Bollinger · President/Ownercontrol
    since 10/2007 · owns 75% or more of Bollinger Investments, Inc.
Entity owners
  • Bollinger Investments, Inc. · Owner
    direct · owns 75% or more
Related persons
Schedule D 7.A
  • Blue Mountain Realty Fka Interstate Realty Brokers
    investment companyn
  • Citius Wealth, LLC
    y
  • Trash To Cash, LLC
    y
  • Women'S Advisory Group, LLC
    y
Office movement
IAPD branch city; joins and departures in 12 months
OfficeAdvisorsJoinedLeftTeams outForming
Salt Lake City, Ut · principal400
Offices
Schedule D 1.F, the 25 largest
  • Coral Gable, FL
What changed
consecutive filings, newest first
  • Advisory employees · 4 to 5
    Mar 2, 2015 to Jun 29, 2015
  • Employees · 5 to 6
    Mar 2, 2015 to Jun 29, 2015
  • State-registered IARs · 4 to 5
    Mar 2, 2015 to Jun 29, 2015
  • Accounts · 340 to 345
    Apr 1, 2014 to Feb 23, 2015
  • Advisory employees · 6 to 4
    Apr 1, 2014 to Feb 23, 2015
  • Employees · 7 to 5
    Apr 1, 2014 to Feb 23, 2015
  • State-registered IARs · 6 to 4
    Apr 1, 2014 to Feb 23, 2015
  • Discretionary RAUM · $66.9M to $53.8M
    Apr 1, 2014 to Feb 23, 2015
  • Non-discretionary RAUM · $1.0M to $1.3M
    Apr 1, 2014 to Feb 23, 2015
  • RAUM · $67.9M to $55.1M
    Apr 1, 2014 to Feb 23, 2015
  • Accounts · 330 to 340
    Mar 28, 2013 to Apr 1, 2014
  • Advisory activities · 4 to 5
    Mar 28, 2013 to Apr 1, 2014
  • Assets in custody · $5.0M to $7.1M
    Mar 28, 2013 to Apr 1, 2014
  • Financial planning clients · unset to 0
    Mar 28, 2013 to Apr 1, 2014
  • Private funds · 3 to 4
    Mar 28, 2013 to Apr 1, 2014
  • Discretionary RAUM · $66.7M to $66.9M
    Mar 28, 2013 to Apr 1, 2014
  • Non-discretionary RAUM · $1.0M to $1.0M
    Mar 28, 2013 to Apr 1, 2014
  • RAUM · $67.7M to $67.9M
    Mar 28, 2013 to Apr 1, 2014
  • Accounts · 302 to 330
    Oct 10, 2012 to Mar 28, 2013
  • Advisory employees · unset to 6.0
    Oct 10, 2012 to Mar 28, 2013
  • Employees · unset to 7.0
    Oct 10, 2012 to Mar 28, 2013
  • State-registered IARs · 0 to 6
    Oct 10, 2012 to Mar 28, 2013
  • Discretionary RAUM · $68.8M to $66.7M
    Oct 10, 2012 to Mar 28, 2013
  • Non-discretionary RAUM · $1.2M to $1.0M
    Oct 10, 2012 to Mar 28, 2013
  • RAUM · $70.0M to $67.7M
    Oct 10, 2012 to Mar 28, 2013
  • Accounts · 276 to 302
    Mar 29, 2012 to Oct 10, 2012
  • Private funds · 1 to 3
    Mar 29, 2012 to Oct 10, 2012
  • Discretionary RAUM · $53.1M to $68.8M
    Mar 29, 2012 to Oct 10, 2012
  • Non-discretionary RAUM · $351,077 to $1.2M
    Mar 29, 2012 to Oct 10, 2012
  • RAUM · $53.5M to $70.0M
    Mar 29, 2012 to Oct 10, 2012
Signals
No event on the tape.
Across DFX
shared identifiers only, never a name match
How to reach
public business contact points only, each with its source
Website
FORTIUSADVISORS.COMreportedpublic record, Form ADV, Sep 17, 2026
Provenance
Form ADV
SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
Advisors
IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
Class
Former SEC-registered adviserderiveda rule over Items 5.D and 7.A
RAUM per advisor
$13.8Mderivedfirm RAUM over the IAPD count; not a book size
Loaded
Sep 14, 2026