Greenville, SC Riverplace 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 is an SEC‑registered multi‑team investment adviser that serves individuals (including high‑net‑worth clients), families, businesses, retirement plans, institutional clients and other investment advisers. The firm provides ongoing portfolio management, financial planning and consulting (fixed or hourly), retirement plan consulting, educational workshops, a wrap fee program (PMW), and access to cash management through a third‑party Flourish Cash program.
Fortis delivers customized, primarily discretionary portfolio solutions and allows each advisor latitude to implement their own investment style, using model portfolios where appropriate and a mix of passive, active, tactical and ESG‑aware strategies. The firm also uses third‑party sub‑advisors and specialist strategies — including options strategies managed by an unaffiliated sub‑adviser — and discloses these implementation arrangements in its client agreements.
What is noteworthy relative to many peers is Fortis’ web of affiliated entities and fee arrangements: it facilitates tax preparation through an affiliated accounting entity, offers insurance products through affiliated insurance agencies, and operates model offerings tied to sub‑advisory relationships and proprietary funds. Fortis also discloses a material revenue‑sharing arrangement with a sub‑advisor for certain options strategies and related‑party interests in model and fund offerings; these connections and conflicts are disclosed in the brochure and the firm describes mitigation steps such as fiduciary oversight, due diligence and opt‑out options for clients.
Based on Fortis Capital Advisors, LLC
Expertise
Based on Fortis Capital Advisors, LLC
Location
201 Riverplace, Suite 500
Greenville SC 29601
Advisors at this office
3
Advisors at this office
Russell C
Series 63, Series 65
Greenville, SC
Fortis Capital Advisors, LLC
Russell Christopher is a financial advisor at Fortis Capital Advisors, LLC with nine years of industry experience. He has held positions at Belpointe Asset Management, ASE Financial Advisory Group, Kestra Financial, Inc., and NYLIFE Securities LLC. Outside of his advisory role, he is a senior business consultant for Horizon Private Wealth and owns Jetcor LLC, a real estate business. Fortis Capital Advisors is an SEC-registered multi-team investment adviser serving individuals, families, businesses, retirement plans, institutional clients, and other advisers. The firm offers customized portfolio management, financial planning, and consulting services, employing a mix of passive, active, tactical, and ESG-aware strategies in primarily discretionary portfolios.
William C
Series 66
Greenville, SC
Fortis Capital Advisors, LLC
William Coughlin is a financial advisor at Fortis Capital Advisors, LLC with two years of industry experience. He holds a Series 66 designation and previously worked at Merrill and Bank of America. His background also includes teaching positions at Yandeok Middle School, Handong University, and Wheaton College. Fortis Capital Advisors is an SEC-registered multi-team investment adviser serving individuals, families, businesses, retirement plans, institutional clients, and other advisers. The firm offers customized portfolio management, financial planning, retirement plan consulting, and employs a range of investment strategies including passive, active, tactical, and ESG-aware approaches.
Albert B
Series 63, Series 66
Greenville, SC
Fortis Capital Advisors, LLC
Albert Berg is a financial advisor with Fortis Capital Advisors, LLC in Greenville, SC, holding Series 63 and Series 66 licenses and 12 years of industry experience. He is a founder and managing partner of Horizon Private Wealth, a division of Fortis Capital Advisors, where he serves as a senior advisor. Berg has held positions at several firms including Belpointe Asset Management and Kestra Investment Services. He also serves as a family trustee and is involved in business consulting focused on exit planning. Fortis Capital Advisors is an SEC-registered multi-team investment adviser serving individuals, families, businesses, retirement plans, institutional clients, and other advisers. The firm offers customized portfolio management and financial planning, utilizing a range of investment styles and third-party sub-advisors, and supports clients with additional services including tax preparation and insurance through affiliated entities.
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