Fortress Capital Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Fortress Capital Advisors is a small, independent registered investment adviser that serves individual clients (including high‑net‑worth individuals) as well as businesses, foundations, charitable organizations and retirement plans. The firm offers comprehensive financial planning, ongoing portfolio management, retirement-plan advice and business consulting, and it also presents public educational workshops on personal finance topics.
Portfolios are constructed to match each client’s objectives, time horizon and risk tolerance and may employ a mix of active, passive and core‑and‑satellite approaches; the firm may use derivatives, options and private‑equity holdings when appropriate. Management is provided on both discretionary and non‑discretionary bases, and the firm relies on third‑party custodial and reporting technology to implement trades and produce regular performance reports.
What distinguishes the firm from many solo independent advisers is its concurrent work with institutional clients and its offering of educational seminars, both of which are less common in this peer group. Given the firm’s modest asset base and small client roster, its willingness to include hedging strategies and alternative exposures and to act as a limited ERISA §3(21) plan fiduciary are noteworthy operational features.
Client services
Expertise
Fee options
Comprehensive financial planning flat fee between $4,000 and $10,000; ongoing financial planning flat fee $7,500 to $15,000 annually
$750,000 - $999,999: 1.00% annually $1,000,000 - $1,666,667: 0.75% annually $1,666,667+: 0.35% annually
Account minimum: $750,000 Minimum fee: $7,500 minimum annual fee ($625 per month) for portfolio management Fee-only: Flat fee financial planning: $7,500 to $15,000 annually, billed monthly in arrears; Flat fee comprehensive financial plan: $4,000 to $10,000 one-time fee
Main office
Carmel IN
Advisors at this office
1
Most active in
Indiana · Texas
Also doing business as
Fortress Capital Advisors · Fortress Capital Advisors LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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