A complete list of active advisors currently associated with Fortis Capital Advisors, LLC
Warmer can help you find a great advisor at Fortis Capital Advisors, LLC or one who fits your needs even better.
Fortis Capital Advisors serves individuals (including high-net-worth clients), families, businesses, retirement plans, institutional clients and other advisers with ongoing portfolio management, financial planning, retirement-plan consulting and educational workshops. The firm sponsors a wrap-fee program and offers cash-management access via a third‑party platform in addition to standard advisory and planning engagements. Fortis delivers customized advice through a mix of discretionary management, advisor-specific investment styles and model portfolios, using passive, active, tactical and blended strategies and offering ESG-oriented options where requested. Portfolios may include derivatives and options and are monitored and adjusted on an ongoing basis; the firm reports $1.615 billion in discretionary AUM as of December 31, 2025. Noteworthy for a multi-team RIA, Fortis maintains several related-business arrangements disclosed in its brochure: an affiliated insurance agency through which insurance products may be offered, an affiliated accounting/tax entity that can provide tax-preparation services (including facilitation of payment), and Premier Models that are sub‑advised under a revenue-sharing structure with an unaffiliated adviser. The firm also notes related-party investment products (including certain funds and model offerings) and referral arrangements with business-exit intermediaries, all of which are disclosed as potential conflicts of interest with opt-out provisions for clients.
To learn more about the advisors currently working at Fortis Capital Advisors, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
You can also browse Fortis Capital Advisors, LLC's office locations.
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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
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