FORTIS CAPITAL ADVISORS, LLC
Total AUM
$1.6B
Employees
68Clients
2,171Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
7301 MISSION ROAD
SUITE 326
PRAIRIE VILLAGE
KS 66208
United States
SUITE 326
PRAIRIE VILLAGE
KS 66208
United States
Operating Hours
8AM TO 5PM
Monday - Friday
Monday - Friday
Phone
(913) 222-8862
Other Offices
39
Financials
Total AUM
$1.6B
Accounts
4,475Discretionary
$1.6B
Accounts
4,475Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
1,764AUM
$474.8M
HNW Individual Clients
363AUM
$1B
Pension/Profit Sharing Plan Clients
24AUM
$50.3M
Charitable Organization Clients
2AUM
$2M
Corporation or Business Clients
18AUM
$50M
Services
Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
ALARAZCACOCTFLGAILINKSLAMAMDMEMIMNMOMSNCNHNJNVNYOHORPARISCTNTXVAVTWAWI
Affiliates
Affiliates
Reported 16 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.