Boca Raton, FL Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Fortis Capital Advisors, LLC
Multi-team
Firm-wide stats for Fortis Capital Advisors, LLC
About
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.
Based on Fortis Capital Advisors, LLC
Expertise
Based on Fortis Capital Advisors, LLC
Location
6001 Broken Sound Parkway NW, Suite 426
Boca Raton FL 33487
Advisors at this office
3
Advisors at this office
Daniel R
Series 63, Series 65
Boca Raton, FL
Fortis Capital Advisors, LLC
Daniel Reich is a financial advisor with Fortis Capital Advisors, LLC in Boca Raton, Florida, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at Fortis Capital Advisors since 2026 and previously spent 14 years at Banyan Global Investment Advisors, LLC, as well as operating Reich Investment Advisors LLC for several years. Fortis Capital Advisors serves individuals, families, businesses, retirement plans, institutional clients, and other advisers by providing portfolio management, financial planning, retirement-plan consulting, and educational workshops. The firm employs a range of investment strategies including discretionary management, advisor-specific styles, and model portfolios, with options for ESG-oriented investing, and manages over $1.6 billion in discretionary assets.
Nicholas D
CFA®, Series 63
Boca Raton, FL
Fortis Capital Advisors, LLC
Nicholas Darzentas is a CFA® charterholder with 17 years of industry experience, currently serving at Fortis Capital Advisors, LLC. He has held prior roles at Castle Wealth Management, Sky Alpha Asset Advisors, Northwestern Mutual, and T3 Trading Group. Outside of advisory work, he is involved in life insurance sales, earning residual commissions, and occasionally facilitates real estate transactions for family members. Fortis Capital Advisors provides portfolio management, financial planning, and retirement consulting services to a diverse client base including individuals, families, businesses, and institutional clients. The firm employs a range of investment strategies, including discretionary management and ESG options, and manages $1.615 billion in discretionary assets as of December 2025.
Lori F
CFP®, Series 63, Series 66
Boca Raton, FL
Fortis Capital Advisors, LLC
Lori Fernicola is a CFP® with 10 years of industry experience, currently serving at Fortis Capital Advisors, LLC. She previously worked at Castle Wealth Management and Banyan Global Investment Advisors, LLC. Fortis Capital Advisors serves a diverse client base including high-net-worth individuals, families, businesses, retirement plans, institutional clients, and other advisers, offering portfolio management, financial planning, retirement-plan consulting, and educational workshops. The firm uses a range of investment strategies, including passive, active, tactical, blended, and ESG-oriented options, with discretionary management tailored to advisor-specific styles and model portfolios.
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