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.
SEC-registered adviser
Fortis Capital Advisors, LLC
Latest filing Sep 1, 2026
First filing on the tape Jul 28, 2020 · 37 filings
SEC status approved since Aug 28, 2020
RAUM
$1.6B
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
94%
$1.5B individuals and HNW
Advisors
71
registered through the firm on IAPD
RAUM per advisor
$22.8M
derived; firm RAUM over IAPD count
Employees
68
57 advisory (5.B.1)
Offices
39
beyond the principal office
Private funds
0
reported on Schedule D
History
37 filings and snapshots on the tape
RAUM$1.6B as of Jun 4, 2026
Mar 28, 2021$1.7M then
HNW client RAUM$1.0B as of Jun 4, 2026
Mar 30, 2022$35.0M then
State-registered IARs (5.B.3)57 as of Jun 4, 2026
Mar 28, 20214 then
Employees (5.A)68 as of Jun 4, 2026
Mar 28, 20217 then
Private funds: no history
RAUM +33% over the last fiscal year+87% a year over threeIARs 55 to 57offices 40 to 39
Practice profile
derived from the filing of Sep 1, 2026; every figure names its basis
Archetypes, each a printed rule
- HNW wealth manager · private-client share of RAUM at least 50 percent and HNW share of private-client RAUM 50 to 90 percent
- Multi-office growth platform · an independent wealth manager (not a wirehouse, national broker-dealer RIA or broker-dealer affiliated firm) with at least five offices, at least 50 advisors, and RAUM up at least 20 percent over the last annual amendment
- Wrap program sponsor · sponsors a wrap fee program (5.I) with at least $100M of wrap assets
- RAUM per advisor
- $22.8MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 30derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $2.9MderivedHNW RAUM over HNW clients
- Average account
- $361,022derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 3.2%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.0derivedItem 5.A over advisors
- Advisors per office
- 1.8derived40 offices incl. principal (1.F.5)
- RAUM growth, one year
- +33%derivedbetween the last two annual amendments
- Advisor growth, one year
- +3.6%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +16%derived
- Compensation
- percentage of assets, hourly, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, portfolio management for businesses and institutions, pension consulting, selection of other advisers, educational seminarsreportedItem 5.G
- Wrap fee program
- $155MreportedItem 5.I
- 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)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$1.0B64%
- Individuals$475M29%
- Pension and profit-sharing plans$50.3M3.1%
- Corporations and businesses$50.0M3.1%
- Charitable organizations$2.0M0.1%
- Individual clients
- 1,764reported
- HNW clients
- 363reported
- Pension plan clients
- 24reported
- Charitable clients
- 2reported
- Accounts
- 4,475reported
- Financial planning clients
- 11-25reported
- Wrap fee programs
- $0 sponsored, $0 managedreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, fixed, hourlyreported
- Class basis
- private_client_share=0.94 fund_share=0.0 institutional_share=0.03 related_bd=false related_bank=false bd_reps=14.0derived
Advisors registered through the firm
69 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Aaron Michael VaughnCertified Financial Planner | Westlake, Oh | Apr 19, 2021 | 24 y | 1 |
| Justin Michael Marcus | Silver Spring, Md | Jul 15, 2021 | 19 y | 2 |
| Kari Timonen | Brooklyn, Ny | Aug 5, 2021 | 13 y | 0 |
| Jeffrey Polanco | Wappingers Falls, Ny | Sep 3, 2021 | 13 y | 1 |
| Shrikant M Nadkarni | Princeton, Nj | Apr 11, 2022 | 32 y | 3 |
| Manish C Shah | Prairie Village, Ks | May 17, 2022 | 21 y | 1 |
| David Paul Palladino | Prairie Village, Ks | Jun 10, 2022 | 13 y | 0 |
| Stephan Todd Day | Prairie Village, Ks | Feb 6, 2023 | 30 y | 2 |
| Matthew Allyn JoynerCertified Financial Planner | Prairie Village, Ks | Mar 30, 2023 | 10 y | 2 |
| Michael Edward Posey | Prairie Village, Ks | May 4, 2023 | 10 y | 3 |
| Melissa Gambill Day | Prairie Village, Ks | Jun 15, 2023 | 24 y | 1 |
| Charles W Crews | Simpsonville, Sc | Nov 8, 2023 | 24 y | 6 |
| Jessica Lynn Nieminski | South Barrington, Il | Jan 3, 2024 | 20 y | 2 |
| Alec Norton | Prairie Village, Ks | Jan 18, 2024 | 11 y | 1 |
| David ClearyChartered Financial Analyst | Briarcliff Manor, Ny | Feb 5, 2024 | 32 y | 1 |
| Stanley John NieminskiCertified Financial Planner, Personal Financial Specialist | Prairie Village, Ks | Feb 12, 2024 | 38 y | 1 |
| Patrick MullinChartered Financial Analyst | Prairie Village, Ks | Feb 18, 2024 | 33 y | 3 |
| Karol KrucinskiChartered Financial Analyst | Prairie Village, Ks | Apr 4, 2024 | 12 y | 0 |
| Christopher Taylor Cooper | Prairie Village, Ks | May 20, 2024 | 25 y | 2 |
| Emilio Enrique Rivera | Prairie Village, Ks | Aug 2, 2024 | 25 y | 6 |
| Isaac KeilCertified Financial Planner | Prairie Village, Ks | Aug 16, 2024 | 19 y | 2 |
| Viswanathan VenugopalaChartered Financial Analyst | Princeton, Nj | Aug 29, 2024 | 12 y | 1 |
| Chad Terry JoshpeCertified Financial Planner, Chartered Financial Consultant | Prairie Village, Ks | Sep 6, 2024 | 21 y | 2 |
| Riley Hayes | Prairie Village, Ks | Nov 1, 2024 | 12 y | 1 |
| Ian WeinerCertified Financial Planner | Prairie Village, Ks | Nov 5, 2024 | 12 y | 2 |
| Benjamin Webb Sabin | Prairie Village, Ks | Nov 12, 2024 | 19 y | 4 |
| Albert Aaron Berg | Prairie Village, Ks | Nov 14, 2024 | 17 y | 5 |
| Russell Gerard Christopher | Greenville, Sc | Nov 19, 2024 | 11 y | 3 |
| Sean Patrick Oneil | Prairie Village, Ks | Jan 2, 2025 | 12 y | 1 |
| Karen Sullivan | Hingham, Ma | Jan 2, 2025 | 13 y | 2 |
| Marc Stefan InstrumCertified Financial Planner | Hingham, Ma | Jan 13, 2025 | 13 y | 2 |
| Jeffrey Garrett Van SiclenCertified Financial Planner | Hingham, Ma | Jan 13, 2025 | 14 y | 2 |
| Michael Robert Dias | Hingham, Ma | Jan 13, 2025 | 12 y | 2 |
| Jacob Sydney Waldman | Hingham, Ma | Jan 13, 2025 | 13 y | 4 |
| James Joseph Mcginty | St. Petersburg, Fl | Jan 14, 2025 | 29 y | 6 |
| Tucker Vaughan Roeder | Hingham, Ma | Jan 27, 2025 | 13 y | 2 |
| Patrick Andrew LawlerCertified Financial Planner | Hingham, Ma | Jan 30, 2025 | 14 y | 2 |
| Keith Allen JaworskiChartered Financial Analyst | Prairie Village, Ks | Feb 19, 2025 | 42 y | 7 |
| Bijou Schmidt | Irvine, Ca | Feb 21, 2025 | 12 y | 1 |
| William Howard Hoover | Ormond Beach, Fl | Mar 7, 2025 | 19 y | 5 |
Advisor movement
5 left, 21 joined in 12 months
net +16 in 12 months0 left in 90 days8 joined in 90 daysdeparture rate 7.0% of current headcount14 left over 36 months
Left, latest
- Brian Dean Hanna to Garden State Investment Advisory Services, LLCMar 12, 2026 · RIA to RIA
- Christian Manuel Herrera to Network 1 Financial Advisors Inc.Dec 22, 2025 · RIA to a state-registered adviser
- William Colbert Heming to Network 1 Financial Advisors Inc.Dec 22, 2025 · RIA to a state-registered adviser
- Horace Damien Riley to Network 1 Financial Advisors Inc.Dec 22, 2025 · RIA to a state-registered adviser
- Alice Cecilia Mckeon to Network 1 Financial Advisors Inc.Dec 22, 2025 · RIA to a state-registered adviser
- Elzbieta Jarzabek to Raymond James Financial Services Advisors, IncAug 18, 2025 · RIA to affiliated broker-dealer or bank
- Joseph Anthony Palumbo to FartherJul 1, 2025 · RIA to RIA
- Jeffrey Scott Merkow to Jsm Investment ManagementJun 30, 2025 · RIA to a state-registered adviser
- Matthew Anthony Alfonzetti to FartherJun 30, 2025 · RIA to RIA
- Daniel Mcgurl to SavvyJun 30, 2025 · RIA to RIA
- James Campbell Balk to American Trust Investment Services Advisory, Inc.Apr 29, 2025 · RIA to a state-registered adviser
- Leonardo Ramirez to Esi Financial AdvisorsAug 30, 2024 · RIA to RIA
- Kean L. Amaral to United Success Wealth ManagementJan 3, 2024 · RIA to a state-registered adviser
- Edward Thomas Munoz to Fourstar Wealth Advisors, LLCSep 27, 2023 · RIA to RIA
Joined, latest
- Matthew David Jadwisiak from Axim Planning & WealthSep 1, 2026 · RIA to RIA
- Bret Daniel Loftis from Axim Planning & WealthSep 1, 2026 · RIA to RIA
- Joseph William Gallagher from Kovack Advisors, Inc.Aug 14, 2026 · Affiliated broker-dealer or bank to independent RIA
- Spencer Graham from Strategic Advisers LLCAug 12, 2026 · Affiliated broker-dealer or bank to independent RIA
- Jay Shingo Nakahara from MML Investors Services, LLCJul 22, 2026 · Affiliated broker-dealer or bank to independent RIA
- Nathan Kaman Gurchak from Key Investment Services LLCJul 14, 2026 · Affiliated broker-dealer or bank to independent RIA
- Nicholas Demitri Darzentas from Castle Wealth ManagementJul 13, 2026 · RIA to RIA
- Lori Ann Fernicola from Castle Wealth ManagementJul 10, 2026 · RIA to RIA
- John Mcdonald Turman from Turman Financial Group, LLCMay 29, 2026 · Other
- Patrick Allan Thomas from Mpwm Advisory Solutions LLCMay 28, 2026 · RIA to RIA
- Benjamin Aaron Kusner from Kmg Fiduciary Partners, LLCMay 7, 2026 · RIA to RIA
- Steven Harold Berner from Kmg Fiduciary Partners, LLCMay 6, 2026 · RIA to RIA
- Shane Michael Meyer from Kmg Fiduciary Partners, LLCMay 5, 2026 · RIA to RIA
- Adelaina N Welch from Kmg Fiduciary Partners, LLCMay 5, 2026 · RIA to RIA
- Daniel John Petrie from LPL Financial LLCFeb 2, 2026 · RIA to RIA
Teams: two or more advisors moving together within fourteen days, from one state
- 3 left for Network 1 Financial Advisors Inc.Dec 22, 2025 · Prairie Village, Ks
- 2 left for FartherJun 30, 2025 · Armonk, Ny
- 2 joined from Axim Planning & WealthSep 1, 2026 · Springboro, Oh
- 2 joined from Castle Wealth ManagementJul 6, 2026 · Boynton Beach, Fl
- 2 joined from Kmg Fiduciary Partners, LLCMay 12, 2026 · Toledo, Oh
- 7 joined from Mcadam LLCJan 3, 2025 · Hingham, Ma
- 2 joined from Belpointe Asset Management LLCNov 6, 2024 · Greenville, Sc
- 2 joined from Cetera Investment Advisers LLCFeb 9, 2024 · S Barrington, Il
- 2 joined from Next Horizon Advisors LLCMar 7, 2023 · Princeton, Nj
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Michael Robert Hagg · Chief Executive Officercontrolsince 06/2020 · owns 5% to 10%
- Gugliotti Donatella Malitsky · Directorcontrolsince 08/2021 · owns 75% or more
- Felix Malitsky · Membercontrolsince 10/2025 · owns 75% or more
- Roman Moldavsky · Chief Executive Officercontrolsince 06/2020 · owns 10% to 25%
- Gay Belena Vincetti · Chief Compliance Officercontrolsince 08/2021 · owns less than 5%
Related persons
Schedule D 7.A
- Amazing World Realty, LLCinvestment companyn
- Aws Law Firm, LLCn
- Clearpath Financial Insurance, LLCreal estaten
- Creativeone Wealth, LLCinvestment advisernRAUM $6.3B
- Crews Law Officesn
- Fortis Brokerage Services, Inc.real estaten
- Fortis Lux Insurance Agency, LLCreal estaten
- Indian Spring Management, LLCinvestment adviserpooled vehicle sponsorn
- Jupiter Entertainment, LLCpooled vehicle sponsorn
- Momentum I, LLCreal estaten
- Rapps Law Firmn
- Tutum Strategies, LLCinsurancen
- Withum Smith + Brown, Pcinsurancen
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Prairie Village, Ks · principal | 71 | 27 | 3 | 1 | |
| Hingham, Ma | 8 | 0 | 0 | ||
| Greenville, Sc | 4 | 2 | 0 | ||
| Birmingham, Mi | 4 | 4 | 0 | ||
| Boca Raton, Fl | 3 | 3 | 0 | ||
| Princeton, Nj | 3 | 0 | 0 | ||
| South Barrington, Il | 2 | 0 | 0 | ||
| Winstonsalem, Nc | 2 | 0 | 0 | ||
| Staten Island, Ny | 2 | 1 | 0 | ||
| Fort Collins, Co | 2 | 1 | 0 | ||
| Briarcliff Manor, Ny | 2 | 1 | 0 | ||
| Old Greenwich, Ct | 0 | 0 | 1 | ||
| New York, Ny | 0 | 0 | 0 | ||
| Sea Girt, Nj | 0 | 0 | 1 | ||
| Armonk, Ny | 0 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
- South Barrington, IL4 employees
- Princeton, NJ3 employees
- Briarcliff Manor, NY2 employees
- Armonk, NY2 employees
- O'Fallon, MO2 employees
- Winston Salem, NC2 employees
- Rohnert Park, CA1 employees
- Simpsonville, SC1 employees
- Tampa, FL1 employees
- Red Bank, NJ1 employees
- , 1 employees
- Cedarhurst, NY1 employees
- Corvallis, OR1 employees
- Hanover, NH1 employees
- Hauppauge, NY1 employees
- Norwalk, CT1 employees
ADV anomalies
3 against comparable advisers; where to look, not conclusions
- control person changedChange between filings · filing Sep 1, 2026MALITSKY, FELIX (MEMBER) appeared on Schedule A between the filings of 2021-09-16 and 2026-09-01peers: independent wealth managers, $1B to $5B (1,360)
- control person changedChange between filings · filing Sep 1, 2026HAGG, ROBERT, MICHAEL (CHIEF EXECUTIVE OFFICER) left Schedule A between the filings of 2021-09-16 and 2026-09-01peers: independent wealth managers, $1B to $5B (1,360)
- control person changedChange between filings · filing Sep 1, 2026Malitsky, Donatella, Gugliotti (DIRECTOR) left Schedule A between the filings of 2021-09-16 and 2026-09-01peers: independent wealth managers, $1B to $5B (1,360)
What changed
consecutive filings, newest first
- Financial planning clients · 11-25 to 11-25Jun 4, 2026 to Sep 1, 2026
- Succession · false to unsetJun 4, 2026 to Sep 1, 2026
- Accounts · 3,774 to 4,475Dec 12, 2025 to Mar 17, 2026
- Advisory employees · 54 to 57Dec 12, 2025 to Mar 17, 2026
- BD registered reps · 16 to 14Dec 12, 2025 to Mar 17, 2026
- Charity clients · unset to 2.0Dec 12, 2025 to Mar 17, 2026
- Corporate clients · 20 to 18Dec 12, 2025 to Mar 17, 2026
- HNW clients · 270 to 363Dec 12, 2025 to Mar 17, 2026
- Individual clients · 1,560 to 1,764Dec 12, 2025 to Mar 17, 2026
- Employees · 69 to 68Dec 12, 2025 to Mar 17, 2026
- State-registered IARs · 55 to 57Dec 12, 2025 to Mar 17, 2026
- Other offices · 40 to 39Dec 12, 2025 to Mar 17, 2026
- Discretionary RAUM · $1.2B to $1.6BDec 12, 2025 to Mar 17, 2026
- HNW RAUM · $767M to $1.0BDec 12, 2025 to Mar 17, 2026
- Individual RAUM · $384M to $475MDec 12, 2025 to Mar 17, 2026
- Pension RAUM · $33.6M to $50.3MDec 12, 2025 to Mar 17, 2026
- RAUM · $1.2B to $1.6BDec 12, 2025 to Mar 17, 2026
- Accounts · 1,579 to 3,774Feb 11, 2025 to Mar 30, 2025
- Advisory employees · 37 to 54Feb 11, 2025 to Mar 30, 2025
- Advisory activities · 5 to 6Feb 11, 2025 to Mar 30, 2025
- BD registered reps · 7 to 16Feb 11, 2025 to Mar 30, 2025
- Corporate clients · 5 to 20Feb 11, 2025 to Mar 30, 2025
- HNW clients · 143 to 270Feb 11, 2025 to Mar 30, 2025
- Individual clients · 706 to 1,560Feb 11, 2025 to Mar 30, 2025
- Pension plan clients · 15 to 24Feb 11, 2025 to Mar 30, 2025
- Employees · 51 to 69Feb 11, 2025 to Mar 30, 2025
- Financial planning clients · 1-10 to 11-25Feb 11, 2025 to Mar 30, 2025
- State-registered IARs · 38 to 55Feb 11, 2025 to Mar 30, 2025
- Other offices · 32 to 40Feb 11, 2025 to Mar 30, 2025
- Discretionary RAUM · $631M to $1.2BFeb 11, 2025 to Mar 30, 2025
- HNW RAUM · $444M to $767MFeb 11, 2025 to Mar 30, 2025
- Individual RAUM · $156M to $384MFeb 11, 2025 to Mar 30, 2025
- Pension RAUM · $26.8M to $33.6MFeb 11, 2025 to Mar 30, 2025
- RAUM · $631M to $1.2BFeb 11, 2025 to Mar 30, 2025
- Accounts · 1,024 to 1,579Jul 26, 2024 to Oct 30, 2024
- Advisory employees · 24 to 37Jul 26, 2024 to Oct 30, 2024
- BD registered reps · 3 to 7Jul 26, 2024 to Oct 30, 2024
- Corporate clients · unset to 5.0Jul 26, 2024 to Oct 30, 2024
- HNW clients · 77 to 143Jul 26, 2024 to Oct 30, 2024
- Individual clients · 358 to 706Jul 26, 2024 to Oct 30, 2024
Signals
43 dated events
- 2 advisors left Axim Planning & Wealth (Springboro, OH) for Fortis Capital Advisors, LLC on the same daySep 1, 2026 · Team lift-out · derived
- 2 advisors left Castle Wealth Management (Boynton Beach, FL) for Fortis Capital Advisors, LLC on the same dayJul 6, 2026 · Team lift-out · derived
- 2 advisors left Kmg Fiduciary Partners, LLC (Toledo, OH) for Fortis Capital Advisors, LLC on the same dayMay 12, 2026 · Team lift-out · derived
- Fortis Capital Advisors, Llc reported RAUM $1.6B, up 33% from $1.2B (2025-12-12 to 2026-03-17)Mar 17, 2026 · RAUM change · derived
- Brian Dean Hanna left Fortis Capital Advisors, Llc for Garden State Investment Advisory Services, Llc (registered 2026-03-12)Mar 12, 2026 · Advisor changed firm · fact
- William Colbert Heming left Fortis Capital Advisors, Llc for Network 1 Financial Advisors Inc. (registered 2026-01-09)Dec 22, 2025 · Advisor changed firm · fact
- Christian Manuel Herrera left Fortis Capital Advisors, Llc for Network 1 Financial Advisors Inc. (registered 2026-01-09)Dec 22, 2025 · Advisor changed firm · fact
- Alice Cecilia Mckeon left Fortis Capital Advisors, Llc for Network 1 Financial Advisors Inc. (registered 2026-01-07)Dec 22, 2025 · Advisor changed firm · fact
- Horace Damien Riley left Fortis Capital Advisors, Llc for Network 1 Financial Advisors Inc. (registered 2026-01-09)Dec 22, 2025 · Advisor changed firm · fact
- 2 advisors left Fortis Capital Advisors, LLC (Prairie Village, KS) for Network 1 Financial Advisors Inc. on the same dayDec 22, 2025 · Team lift-out · derived
- Elzbieta Jarzabek left Fortis Capital Advisors, Llc for Raymond James Financial Services Advisors, Inc (registered 2025-08-18)Aug 18, 2025 · Advisor changed firm · fact
- Tory Don Giddens no longer registered at Fortis Capital Advisors, Llc; no later IA registration on IAPDJul 8, 2025 · Advisor departure · fact
- Joseph Anthony Palumbo left Fortis Capital Advisors, Llc for Farther (registered 2025-05-08)Jul 1, 2025 · Advisor changed firm · fact
- Daniel Mcgurl left Fortis Capital Advisors, Llc for Savvy (registered 2026-03-16)Jun 30, 2025 · Advisor changed firm · fact
- Matthew Anthony Alfonzetti left Fortis Capital Advisors, Llc for Farther (registered 2025-05-09)Jun 30, 2025 · Advisor changed firm · fact
- Jeffrey Scott Merkow left Fortis Capital Advisors, Llc for Jsm Investment Management (registered 2026-02-13)Jun 30, 2025 · Advisor changed firm · fact
- 2 advisors left Fortis Capital Advisors, LLC (Armonk, NY) for Farther a day apartJun 30, 2025 · Team lift-out · derived
- James Campbell Balk left Fortis Capital Advisors, Llc for American Trust Investment Services Advisory, Inc. (registered 2025-06-24)Apr 29, 2025 · Advisor changed firm · fact
- Fortis Capital Advisors, Llc reported 40 offices beyond its principal office, up from 32 (2025-02-11 to 2025-03-30)Mar 30, 2025 · Office count change · derived
- Fortis Capital Advisors, Llc reported 55 state-registered advisory representatives, up from 38 (2025-02-11 to 2025-03-30)Mar 30, 2025 · Advisor headcount change · derived
- Fortis Capital Advisors, Llc reported RAUM $1.2B, up 92% from $630.6M (2025-02-11 to 2025-03-30)Mar 30, 2025 · RAUM change · derived
- Jason Andrew Ginsburg no longer registered at Fortis Capital Advisors, Llc; no later IA registration on IAPDJan 17, 2025 · Advisor departure · fact
- 6 advisors left Mcadam LLC (Hingham, MA) for Fortis Capital Advisors, LLC within 12 daysJan 3, 2025 · Team lift-out · derived
- Sally Jane Boyle no longer registered at Fortis Capital Advisors, Llc; no later IA registration on IAPDDec 4, 2024 · Advisor departure · fact
- 2 advisors left Belpointe Asset Management LLC (Greenville, SC) for Fortis Capital Advisors, LLC a day apartNov 6, 2024 · Team lift-out · derived
- Fortis Capital Advisors, Llc reported 32 offices beyond its principal office, up from 20 (2024-07-26 to 2024-10-30)Oct 30, 2024 · Office count change · derived
- Fortis Capital Advisors, Llc reported 38 state-registered advisory representatives, up from 25 (2024-07-26 to 2024-10-30)Oct 30, 2024 · Advisor headcount change · derived
- Fortis Capital Advisors, Llc reported RAUM $630.6M, up 90% from $331.8M (2024-07-26 to 2024-10-30)Oct 30, 2024 · RAUM change · derived
- Leonardo Ramirez left Fortis Capital Advisors, Llc for Esi Financial Advisors (registered 2025-02-13)Aug 30, 2024 · Advisor changed firm · fact
- Fortis Capital Advisors, Llc reported 20 offices beyond its principal office, up from 13 (2024-02-20 to 2024-03-29)Mar 29, 2024 · Office count change · derived
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Business phone
- 877-363-1555reportedpublished by the firm, firm site, Sep 16, 2026
- Firm profile
- linkedin.com/company/fortis-capital-advisorsreportedpublic record, Form ADV, Sep 17, 2026
- Website
- fortiscapitaladvisors.comreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- (913) 222-8862reportedpublic record, Form ADV, Sep 1, 2026
- Contact form
- fortiscapitaladvisors.com/contactreportedpublished by the firm, firm site, Sep 16, 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
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $22.8Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026