FORTIS CAPITAL ADVISORS, LLC
SEC RegisteredClarity. Confidence. Commitment.
About the firm
Fortis Capital unites every dimension of your financial life through a single, comprehensive wealth platform, delivering clarity in every decision, confidence in every step, and a commitment to achieving your vision. The firm offers independent wealth guidance built on lasting partnership.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Investment advisory, retirement planning, insurance and protection, estate and legacy planning, tax integration, and cash flow and distribution planning, all delivered through a comprehensive wealth platform.
Who they serve
Individuals, families, and business owners who value clear thinking, steady guidance, and the confidence that comes from having every part of their wealth managed in one place.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 1,764 | $475M |
| High Net Worth Individuals | 363 | $1.0B |
| Charitable Organizations | 24 | $50M |
| State/Municipal Entities | 2 | — |
7 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
62 advisors in the directory
Regulatory & compliance
Data as of March 17, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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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.