Princeton, NJ 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
116 Village Boulevard, Ste 200
Princeton NJ 08540
Advisors at this office
3
Advisors at this office
Viswanathan V
CFA®, Series 63
Princeton, NJ
Fortis Capital Advisors, LLC
Viswanathan Venugopala is a CFA® charterholder with 12 years of industry experience. He has worked at Fortis Capital Advisors, LLC since 2024 and previously spent 11 years at CITIGROUP. Venugopala holds a Series 63 license and is based in Princeton, NJ. 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, primarily discretionary portfolio solutions with a range of active, passive, tactical, and ESG-aware strategies, alongside financial planning, retirement consulting, and educational workshops.
Manish S
Series 63, Series 65
Princeton, NJ
Fortis Capital Advisors, LLC
Manish Shah is a financial advisor at Fortis Capital Advisors, LLC with 12 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Next Horizon Advisors LLC for nine years. Outside of advising, Mr. Shah is involved in multiple business activities including real estate management, venture capital advising, and serving on the board of advisors for the Yale Jackson School of Global Affairs. Fortis Capital Advisors is a multi-team SEC-registered investment adviser serving individuals, families, businesses, retirement plans, institutional clients, and other advisers. The firm provides customized, primarily discretionary portfolio management and financial planning services, utilizing a mix of passive, active, tactical, and ESG-aware strategies along with third-party sub-advisors.
Shrikant N
Series 63
Princeton, NJ
Fortis Capital Advisors, LLC
Shrikant Nadkarni is a financial advisor at Fortis Capital Advisors, LLC with 24 years of industry experience. He holds a Series 63 designation and previously worked at Next Horizon Advisors LLC, Avantax Advisory Services, and has served as an Emeritus Partner at Withum Smith & Brown, an accounting firm where he provides business advisory, accounting, and tax services. Nadkarni is also an investment committee member of Marathi Vishwa, Inc., a not-for-profit cultural organization. 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 mix of passive, active, tactical, and ESG-aware strategies, with access to third-party sub-advisors and specialist approaches.
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