Fort Advisors Inc
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Fort Advisors serves individual and high-net-worth clients with discretionary and non-discretionary asset management and financial planning, and it also conducts due diligence and monitoring for private investment fund opportunities. The firm commonly recommends third‑party money managers (subadvisors/TPMMs) and acts as the primary financial adviser while the selected manager handles portfolio trading and reporting.
The firm’s investment approach draws on multiple methods including fundamental and technical analysis, quantitative models, modern portfolio theory, and cyclical analysis, and it employs a range of strategies from long‑ and short‑term trading to options and margin where appropriate. Client accounts are managed according to individualized Investment Policy Statements and may be managed on a discretionary basis when authorized by the client; Fort Advisors performs periodic and event‑driven reviews and monitors subadvisor performance at least annually.
A notable distinction is the firm’s affiliation with an independent insurance agency and the fact that its investment adviser representatives may be licensed to sell insurance products and receive commissions—a conflict the brochure discloses and addresses, including in rollover recommendations. The firm also provides specific private investment fund due diligence and includes private fund holdings in its asset calculations, and it manages roughly $146 million in discretionary assets with a small advisory team.
Client services
Expertise
Fee options
$500 - $20,000
0% - 2.50% annually
Up to $500 per hour
Main office
See office7701 San Felipe Blvd., Suite 100
Austin TX 78729
Advisors at this office
2
Offices (2)
Most active in
Texas
Also doing business as
Fort Advisors · Fort Advisors Inc · Fort Wealth Management
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Sam C
Series 65
Fort Worth, TX
Fort Advisors Inc
Sam Cook is a financial advisor at Fort Advisors Inc with 10 years of industry experience. He holds a Series 65 designation and has worked at Fort Advisors since 2022. Prior to that, he was with AlphaStar Capital Management and Regency Wealth Advisors, where he also serves as president of a life and health insurance agency. Fort Advisors serves individual and high-net-worth clients with discretionary asset management and financial planning, utilizing model portfolios managed by third-party subadvisers. The firm employs a range of investment strategies including fundamental, technical, and quantitative analysis, and maintains oversight and discretionary authority over client accounts.
Quinc P
Series 65
Austin, TX
Fort Advisors Inc
Quinc Pearcy is a financial advisor at Fort Advisors Inc with 12 years of industry experience. He holds a Series 65 designation and has worked at Fort Advisors since 2019, following three years at CoreCap Advisors, as well as owning Pearcy Retirement Solutions. Outside of financial advising, he is a partial owner of HCAA, LLC, a physical therapy company where he manages payments and payroll. Fort Advisors serves individual and high-net-worth clients with discretionary and non-discretionary asset management and financial planning, utilizing multiple investment methods and commonly recommending third-party money managers while maintaining oversight and personalized investment policies.
Justin F
CFP®, Series 65
Austin, TX
Fort Advisors Inc
Justin Fort is a CFP® with 14 years of industry experience and is affiliated with Fort Advisors Inc in Austin, TX. He has held advisory roles at Fort Advisors since 2019 and at Fort Wealth Management since 2014. In addition to his advisory work, he is a principal and agent at Amicord LLC, a non-investment-related insurance agency. Fort Advisors serves individual and high-net-worth clients with discretionary and non-discretionary asset management and financial planning, while also conducting due diligence and monitoring for private investment fund opportunities. The firm employs multiple investment methods and commonly recommends third-party money managers, acting as the primary adviser for clients’ portfolios.
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