AdFi
FC

FORTIS CAPITAL ADVISORS, LLC

SEC Registered
PRAIRIE VILLAGE, KShttps://fortiscapitaladvisors.com(913) 222-8862
Assets Under Management
$1B–$5B
Employees
68
Office Locations
26 offices
Total Accounts
4475

About the firm

Firm Focus

Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.

IndividualsHigh Net WorthPension/Profit SharingCharitable OrganizationsState/Municipal

Who they serve

Client segmentClientsAssets managed
Individuals (Non-HNW)1,764$475M
High Net Worth Individuals363$1.0B
Charitable Organizations24$50M
State/Municipal Entities2

7 total clients reported on Form ADV.

Leadership

Robert Michael Hagg
CHIEF EXECUTIVE OFFICER
Roman Moldavsky
CHIEF OPERATING OFFICER
Donatella Gugliotti Malitsky
DIRECTOR
Belena Gay Vincetti
CHIEF COMPLIANCE OFFICER

Office locations

26 offices in 12 states
KS
PRAIRIE VILLAGEHQ
FL
TAMPA
NY
CEDARHURST
NH
HANOVER
CT
NORWALK
NY
BRIARCLIFF MANOR
CA
ROHNERT PARK
NY
HAUPPAUGE
MO
O'fallon
OR
CORVALLIS
NC
WINSTON SALEM
IL
SOUTH BARRINGTON
SC
SIMPSONVILLE
NY
ARMONK
NJ
PRINCETON
NJ
RED BANK

Advisors at this firm

29 advisors in the directory

Albert Aaron Berg
Investment Adviser Representative
Dual-registered
David Cleary
Investment Adviser Representative
Dual-registered
William Brady Coughlin
Investment Adviser Representative
Dual-registered
Melissa Gambill Day
Investment Adviser Representative
Dual-registered
Gregory Domond
Investment Adviser Representative
Dual-registered
Jonathan David Grimm
Investment Adviser Representative
Dual-registered
Riley Hayes
Investment Adviser Representative
Investment Adviser Rep
William Howard Hoover
Investment Adviser Representative
Dual-registered
Keith Allen Jaworski
Investment Adviser Representative
Dual-registered
Matthew Allyn Joyner
Investment Adviser Representative
Investment Adviser Rep
Douglas A Kartsen
Investment Adviser Representative
Dual-registered
Benjamin Aaron Kusner
Investment Adviser Representative
Dual-registered
Patrick Andrew Lawler
Investment Adviser Representative
Dual-registered
James Joseph McGinty
Investment Adviser Representative
Dual-registered
Jessica Lynn Nieminski
Investment Adviser Representative
Dual-registered
Stanley John Nieminski
Investment Adviser Representative
Dual-registered
Alec Norton
Investment Adviser Representative
Dual-registered
Jeffrey Polanco
Investment Adviser Representative
Dual-registered
Michael Edward Posey
Investment Adviser Representative
Dual-registered
Joshua Steven Powers
Investment Adviser Representative
Dual-registered
Megan A Rehill
Investment Adviser Representative
Dual-registered
Emilio Enrique Rivera
Investment Adviser Representative
Dual-registered
Benjamin Webb Sabin
Investment Adviser Representative
Dual-registered
Bijou Schmidt
Investment Adviser Representative
Investment Adviser Rep
Kari Timonen
Investment Adviser Representative
Dual-registered
Amit A Trivedi
Investment Adviser Representative
Investment Adviser Rep
Aaron Michael Vaughn
Investment Adviser Representative
Dual-registered
Ian Weiner
Investment Adviser Representative
Dual-registered
Adelaina N Welch
Investment Adviser Representative
Dual-registered

Regulatory & compliance

CRD number
#309709
SEC Number
801-119354
Disciplinary History
No
Fee Model & Minimums
Model: AUM / Hourly / Flat Fee

Data as of March 17, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Contact Information

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Editorial disclosure

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. FORTIS CAPITAL ADVISORS, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.

FORTIS CAPITAL ADVISORS, LLC in PRAIRIE VILLAGE, KS - Financial Advisory Firm | AdvisorFinder