FORTIUS FINANCIAL ADVISORS, LLC

CRD #128060 SEC #801-71571 SALT LAKE CITY, UT 888-365-7009

SEC Registered Private Funds Disclosures

Total AUM

$70M

Discretionary

$68.8M

Employees

Clients

Accounts

302

This firm has regulatory disclosures on file. View disclosures

Firm Details

Organization Type: Limited Liability Company
State of Formation: Utah
Fiscal Year End: DECEMBER
Registration Date: --
Latest Filing: Oct 10, 2012
Branch Offices: --

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

Name	Type	Title / Status	Ownership	Control
BOLLINGER, JEFF, MICHAEL	I	MANAGING MEMBER/CHIEF COMPLIANCE OFFICER	NA	Control
BOLLINGER, JEFF, MICHAEL	I	MANAGING MEMBER/CHIEF COMPLIANCE OFFICER	NA	Control
BOLLINGER, JEFF, MICHAEL	I	MANAGING MEMBER/CHIEF COMPLIANCE OFFICER	NA	Control
BOLLINGER, JEFF, MICHAEL	I	MEMBER/CHIEF INVESTMENT OFFICER	NA	Control
BOLLINGER, JEFF, MICHAEL	I	MEMEBER/CHIEF INVESTMENT OFFICER	NA	Control
BOLLINGER, JEFF, MICHAEL	I	MANAGING MEMBER/CHIEF COMPLIANCE OFFICER	NA	Control
BOLLINGER, JEFF, MICHAEL	I	MEMBER/CHIEF INVESTMENT OFFICER	NA	Control
BOLLINGER, JEFF, MICHAEL	I	MEMBER/CHIEF INVESTMENT OFFICER	NA	Control
BOLLINGER, JEFF, MICHAEL	I	MEMBER/CHIEF INVESTMENT OFFICER	NA	Control
BOLLINGER, JEFF, MICHAEL	I	MANAGING MEMBER/CHIEF COMPLIANCE OFFICER	NA	Control
BOLLINGER, JEFF, MICHAEL	I	MEMBER/CHIEF INVESTMENT OFFICER	NA	Control
BOLLINGER, JEFF, MICHAEL	I	MANAGING MEMBER/CHIEF COMPLIANCE OFFICER	NA	Control
BOLLINGER, JEFF, MICHAEL	I	MANAGING MEMBER/CHIEF COMPLIANCE OFFICER	NA	Control
BOLLINGER, JEFF, MICHAEL	I	MEMBER/CHIEF INVESTMENT OFFICER	NA	Control
BUCHANAN, ROBERTO, G	I	MEMBER/SENIOR PARTNER	NA	Control
BUCHANAN, ROBERTO, G	I	MEMBER/SENIOR PARTNER	NA	Control
BUCHANAN, ROBERTO, G	I	MEMBER/SENIOR PARTNER	NA	Control
BUCHANAN, ROBERTO, G	I	MEMBER/SENIOR PARTNER	NA	Control
BUCHANAN, ROBERTO, G	I	MEMBER/SENIOR PARTNER	NA	Control
BUCHANAN, ROBERTO, G	I	MEMBER/SENIOR PARTNER	NA	Control
BUCHANAN, ROBERTO, G	I	MEMBER/SENIOR PARTNER	NA	Control
DVORKIN, MICHAEL, MARK	I	MANAGER	NA	Control
DVORKIN, MICHAEL, MARK	I	MANAGER	NA	Control
DVORKIN, MICHAEL, MARK	I	MANAGER	NA	Control
DVORKIN, MICHAEL, MARK	I	MANAGER	NA	Control
DVORKIN, MICHAEL, MARK	I	MANAGER	NA	Control
DVORKIN, MICHAEL, MARK	I	MANAGER	NA	Control
DVORKIN, MICHAEL, MARK	I	MANAGER	NA	Control
DVORKIN, MICHAEL, MARK	I	MANAGER	NA	Control
DVORKIN, MICHAEL, MARK	I	MANAGER	NA	Control
DVORKIN, MICHAEL, MARK	I	MANAGER	NA	Control
DVORKIN, MICHAEL, MARK	I	MANAGER	NA	Control
DVORKIN, MICHAEL, MARK	I	MANAGER	NA	Control
DVORKIN, MICHAEL, MARK	I	MANAGER	NA	Control
OLIVER, GARY, E	I	MEMBER/SENIOR PARTNER	NA	Control
OLIVER, GARY, E	I	MEMBER/SENIOR PARTNER	NA	Control
OLIVER, GARY, E	I	MEMBER/SENIOR PARTNER	NA	Control
OLIVER, GARY, E	I	MEMBER/SENIOR PARTNER	NA	Control
OLIVER, GARY, E	I	MEMBER/SENIOR PARTNER	NA	Control
OLIVER, GARY, E	I	MEMBER/SENIOR PARTNER	NA	Control
OLIVER, GARY, E	I	MEMBER/SENIOR PARTNER	NA	Control
BOLLINGER INVESTMENTS, INC.	DE	OWNER	E	Control
BOLLINGER INVESTMENTS, INC.	DE	OWNER	E	Control
BOLLINGER, JEFF, MICHAEL	I	MANAGING PARTNER	E	Control
BOLLINGER INVESTMENTS, INC.	DE	OWNER	C	Control
BOLLINGER INVESTMENTS, INC.	DE	OWNER	C	Control
BOLLINGER INVESTMENTS, INC.	DE	OWNER	C	Control
BOLLINGER INVESTMENTS, INC.	DE	OWNER	C	Control
BOLLINGER INVESTMENTS, INC.	DE	OWNER	C	Control
BOLLINGER INVESTMENTS, INC.	DE	OWNER	C	Control
BOLLINGER INVESTMENTS, INC.	DE	OWNER	C	Control
BOLLINGER INVESTMENTS, INC.	DE	OWNER	C	Control
BOLLINGER INVESTMENTS, INC.	DE	OWNER	C	Control
BOLLINGER INVESTMENTS, INC.	DE	OWNER	C	Control
BOLLINGER INVESTMENTS, INC.	DE	OWNER	C	Control
BOLLINGER INVESTMENTS, INC.	DE	OWNER	C	Control
BOLLINGER, JEFF, MICHAEL	I	MANAGING PARTNER/CHIEF COMPLIANCE OFFICER	C	Control
BOLLINGER, JEFF, MICHAEL	I	MANAGING PARTNER	C	Control
BOLLINGER, JEFF, MICHAEL	I	MANAGING PARTNER/CHIEF COMPLIANCE OFFICER	C	Control
BOLLINGER, JEFF, MICHAEL	I	MANAGING PARTNER	C	Control
BUCHANAN, ROBERTO, G	I	SENIOR PARTNER	C	Control
BUCHANAN, ROBERTO, G	I	SENIOR PARTNER	C	Control
BUCHANAN, ROBERTO, G	I	SENIOR PARTNER	C	Control
BUCHANAN, ROBERTO, G	I	SENIOR PARTNER	C	Control
BULL & BEAR CAPITAL, INC.	DE	OWNER	C	Control
BULL & BEAR CAPITAL, INC.	DE	OWNER	C	Control
BULL & BEAR CAPITAL, INC.	DE	OWNER	C	Control
BULL & BEAR CAPITAL, INC.	DE	OWNER	C	Control
BULL & BEAR CAPITAL, INC.	DE	OWNER	C	Control
BULL & BEAR CAPITAL, INC.	DE	OWNER	C	Control
BULL & BEAR CAPITAL, INC.	DE	OWNER	C	Control
G. E. OLIVER INVESTMENTS, INC.	DE	OWNER	C	Control
G. E. OLIVER INVESTMENTS, INC.	DE	OWNER	C	Control
G. E. OLIVER INVESTMENTS, INC.	DE	OWNER	C	Control
G. E. OLIVER INVESTMENTS, INC.	DE	OWNER	C	Control
G. E. OLIVER INVESTMENTS, INC.	DE	OWNER	C	Control
G. E. OLIVER INVESTMENTS, INC.	DE	OWNER	C	Control
G. E. OLIVER INVESTMENTS, INC.	DE	OWNER	C	Control
OLIVER, GARY, E	I	SENIOR PARTNER	C	Control
OLIVER, GARY, E	I	SENIOR PARTNER	C	Control
SIMONS, RICHARD, DARREN	I	SENIOR PARTNER	C	Control
SIMONS, RICHARD, DARREN	I	SENIOR PARTNER	C	Control
SPERRY, RONALD, TODD	I	SENIOR PARTNER	C	Control
BOLLINGER, JEFF, MICHAEL	I	MANAGING PARTNER	B	Control
BUCHANAN, ROBERTO, G	I	SENIOR PARTNER	B	Control
DVORKIN, MICHAEL, MARK	I	PARTNER	B	Control
DVORKIN, MICHAEL, MARK	I	PARTNER	B	Control
OLIVER, GARY, E	I	SENIOR PARTNER	B	Control
SIMONS, RICHARD, DARREN	I	SENIOR PARTNER	B	Control
SPERRY, RONALD, TODD	I	SENIOR PARTNER	B	Control
DEITZ, JEANNE, MARIE	I	PARTNER/OFFICE MANAGER	A	Control
DEITZ, JEANNE, MARIE	I	MEMBER/PARTNER/OFFICE MANAGER	A	Control
DEITZ, JEANNE, MARIE	I	MEMBER/PARTNER/OFFICE MANAGER	A	Control
DEITZ, JEANNE, MARIE	I	MEMBER/PARTNER/OFFICE MANAGER	A	Control
DEITZ, JEANNE, MARIE	I	PARTNER/OFFICE MANAGER	A	Control
DEITZ, JEANNE, MARIE	I	CHIEF COMPLIANCE OFFICER	A	Control
DEITZ, JEANNE, MARIE	I	CHIEF COMPLIANCE OFFICER	A	Control
DEITZ, JEANNE, MARIE	I	MEMBER/PARTNER/OFFICE MANAGER	A	Control
DEITZ, JEANNE, MARIE	I	CHIEF COMPLIANCE OFFICER	A	Control
DEITZ, JEANNE, MARIE	I	CHIEF COMPLIANCE OFFICER	A	Control
DEITZ, JEANNE, MARIE	I	CHIEF COMPLIANCE OFFICER	A	Control
DEITZ, JEANNE, MARIE	I	MEMBER/PARTNER/OFFICE MANAGER	A	Control
DEITZ, JEANNE, MARIE	I	CHIEF COMPLIANCE OFFICER	A	Control
DEITZ, JEANNE, MARIE	I	MEMBER/PARTNER/OFFICE MANAGER	A	Control
DEITZ, JEANNE, MARIE	I	MEMBER/PARTNER/OFFICE MANAGER	A	Control
DEITZ, JEANNE, MARIE	I	CHIEF COMPLIANCE OFFICER	A	Control

Indirect Owners (Schedule B)

Name	Type	Entity	Ownership	Control
BOLLINGER, JEFF, MICHAEL	I	BOLLINGER INVESTMENTS, INC.	E	Control
BOLLINGER, JEFF, MICHAEL	I	BOLLINGER INVESTMENTS, INC.	E	Control
BOLLINGER, JEFF, MICHAEL	I	BOLLINGER INVESTMENTS, INC.	E	Control
BOLLINGER, JEFF, MICHAEL	I	BOLLINGER INVESTMENTS, INC.	E	Control
BUCHANAN, ROBERTO, G	I	BULL & BEAR CAPITAL, INC.	E	Control
BUCHANAN, ROBERTO, G	I	BULL & BEAR CAPITAL, INC.	E	Control
OLIVER, GARY, E	I	G.E. OLIVER INVESTMENTS, INC.	E	Control
OLIVER, GARY, E	I	G.E. OLIVER INVESTMENTS, INC.	E	Control
BOLLINGER, JEFF, MICHAEL	I	BOLLINGER INVESTMENTS, INC.	C	Control
BOLLINGER, JEFF, MICHAEL	I	BOLLINGER INVESTMENTS, INC.	C	Control
BOLLINGER, JEFF, MICHAEL	I	BOLLINGER INVESTMENTS, INC.	C	Control
BOLLINGER, JEFF, MICHAEL	I	BOLLINGER INVESTMENTS, INC.	C	Control
BOLLINGER, JEFF, MICHAEL	I	BOLLINGER INVESTMENTS, INC.	C	Control
BOLLINGER, JEFF, MICHAEL	I	BOLLINGER INVESTMENTS, INC.	C	Control
BOLLINGER, JEFF, MICHAEL	I	BOLLINGER INVESTMENTS, INC.	C	Control
BOLLINGER, JEFF, MICHAEL	I	BOLLINGER INVESTMENTS, INC.	C	Control
BOLLINGER, JEFF, MICHAEL	I	BOLLINGER INVESTMENTS, INC.	C	Control
BOLLINGER, JEFF, MICHAEL	I	BOLLINGER INVESTMENTS, INC.	C	Control
BUCHANAN, ROBERTO, G	I	BULL & BEAR CAPITAL, INC.	C	Control
BUCHANAN, ROBERTO, G	I	BULL & BEAR CAPITAL, INC.	C	Control
BUCHANAN, ROBERTO, G	I	BULL & BEAR CAPITAL, INC.	C	Control
BUCHANAN, ROBERTO, G	I	BULL & BEAR CAPITAL, INC.	C	Control
BUCHANAN, ROBERTO, G	I	BULL & BEAR CAPITAL, INC.	C	Control
OLIVER, GARY, E	I	G.E. OLIVER INVESTMENTS, INC.	C	Control
OLIVER, GARY, E	I	G.E. OLIVER INVESTMENTS, INC.	C	Control
OLIVER, GARY, E	I	G.E. OLIVER INVESTMENTS, INC.	C	Control
OLIVER, GARY, E	I	G.E. OLIVER INVESTMENTS, INC.	C	Control
OLIVER, GARY, E	I	G.E. OLIVER INVESTMENTS, INC.	C	Control

Registrations

Federal

Oct 10, 2012 REGISTERED

Notice Filings (15)

AZ CA FL IA IN LA MA MI NH NM NY OH TX UT WA

Address

136 EAST SOUTH TEMPLE
SUITE 1025
SALT LAKE CITY, UT 84111
United States

Phone: 888-365-7009