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 investment advisers, providing ongoing portfolio management, financial planning and consulting, retirement plan consulting, educational workshops, and a wrap‑fee program. The firm also offers access to an external cash management platform (Flourish Cash) and may bundle third‑party tax or legal services into planning engagements. The firm emphasizes customized portfolios implemented by individual advisors, using a mix of passively managed, actively managed, tactically managed, blended, and ESG strategies; model portfolios are used for some clients but advisors retain discretion to apply their own investment styles. Fortis reports virtually all assets as discretionary (approximately $1.62 billion in discretionary AUM and $0 in non‑discretionary AUM) and typically deducts fees from custodial accounts while allowing clients to opt out of certain related‑party products. Noteworthy distinctions include related‑party affiliate arrangements beyond typical advisory services: Fortis offers insurance products through an affiliated insurance agency and facilitates tax planning and preparation through an affiliated accounting entity, and it discloses the use of certain proprietary or related‑party investment products (for example, specific pooled funds) that generate additional compensation to related persons. The firm also operates through a network of advisor‑specific business entities and discloses incentive programs for advisors and administrative fees tied to the Flourish Cash program, each of which is identified as a potential conflict of interest in its brochure.

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.