FORTIS ADVISORS, LLC
CRD #164498 SEC #801-80177 WAYNE, PA 610-313-0910
SEC Registered Private Funds
Total AUM
$508.4M
Discretionary
$385.2M
Employees
6
Clients
51
Accounts
336
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $508.4M | $385.2M | $123.3M | 6 | 0 |
| Mar 2024 | $470.8M | $373.4M | $97.4M | 7 | 1 |
| Jan 2024 | $459.9M | $438.1M | $21.9M | 7 | 1 |
| Oct 2023 | $459.9M | $438.1M | $21.9M | 7 | 1 |
| Mar 2023 | $459.9M | $438.1M | $21.9M | 7 | 1 |
| Dec 2022 | $493.7M | $382.6M | $111.1M | 7 | 1 |
| Mar 2022 | $493.7M | $382.6M | $111.1M | 7 | 1 |
| Aug 2021 | $501.8M | $421.2M | $80.6M | 7 | 1 |
| May 2021 | $501.8M | $421.2M | $80.6M | 7 | 1 |
| Mar 2021 | $501.8M | $421.2M | $80.6M | 7 | 1 |
| Jun 2020 | $457.2M | $379.8M | $77.3M | 7 | 0 |
| May 2020 | $457.2M | $379.8M | $77.3M | 7 | 0 |
| Mar 2020 | $457.2M | $379.8M | $77.3M | 7 | 0 |
| May 2019 | $348.7M | $286M | $62.7M | 6 | 0 |
| Mar 2019 | $348.7M | $286M | $62.7M | 6 | 0 |
| Mar 2018 | $361.9M | $281.3M | $80.6M | 6 | 0 |
| Dec 2017 | $250.8M | $238.1M | $12.7M | 6 | 0 |
| Mar 2017 | $250.8M | $238.1M | $12.7M | 6 | 26 |
| Sep 2016 | $197.9M | $124.7M | $73.2M | 17 | 26 |
| Jun 2016 | $197.9M | $124.7M | $73.2M | 17 | 26 |
| Mar 2016 | $197.9M | $124.7M | $73.2M | 17 | 26 |
| Mar 2015 | $158.7M | $78.8M | $79.9M | 6 | 26 |
| Aug 2014 | $121M | $39.2M | $81.8M | 7 | 26 |
| Jul 2014 | $121M | $39.2M | $81.8M | 7 | 26 |
DateMar 2025
Total AUM$508.4M
Discretionary$385.2M
Non-Disc.$123.3M
Employees6
Clients0
DateMar 2024
Total AUM$470.8M
Discretionary$373.4M
Non-Disc.$97.4M
Employees7
Clients1
DateJan 2024
Total AUM$459.9M
Discretionary$438.1M
Non-Disc.$21.9M
Employees7
Clients1
DateOct 2023
Total AUM$459.9M
Discretionary$438.1M
Non-Disc.$21.9M
Employees7
Clients1
DateMar 2023
Total AUM$459.9M
Discretionary$438.1M
Non-Disc.$21.9M
Employees7
Clients1
DateDec 2022
Total AUM$493.7M
Discretionary$382.6M
Non-Disc.$111.1M
Employees7
Clients1
DateMar 2022
Total AUM$493.7M
Discretionary$382.6M
Non-Disc.$111.1M
Employees7
Clients1
DateAug 2021
Total AUM$501.8M
Discretionary$421.2M
Non-Disc.$80.6M
Employees7
Clients1
DateMay 2021
Total AUM$501.8M
Discretionary$421.2M
Non-Disc.$80.6M
Employees7
Clients1
DateMar 2021
Total AUM$501.8M
Discretionary$421.2M
Non-Disc.$80.6M
Employees7
Clients1
DateJun 2020
Total AUM$457.2M
Discretionary$379.8M
Non-Disc.$77.3M
Employees7
Clients0
DateMay 2020
Total AUM$457.2M
Discretionary$379.8M
Non-Disc.$77.3M
Employees7
Clients0
DateMar 2020
Total AUM$457.2M
Discretionary$379.8M
Non-Disc.$77.3M
Employees7
Clients0
DateMay 2019
Total AUM$348.7M
Discretionary$286M
Non-Disc.$62.7M
Employees6
Clients0
DateMar 2019
Total AUM$348.7M
Discretionary$286M
Non-Disc.$62.7M
Employees6
Clients0
DateMar 2018
Total AUM$361.9M
Discretionary$281.3M
Non-Disc.$80.6M
Employees6
Clients0
DateDec 2017
Total AUM$250.8M
Discretionary$238.1M
Non-Disc.$12.7M
Employees6
Clients0
DateMar 2017
Total AUM$250.8M
Discretionary$238.1M
Non-Disc.$12.7M
Employees6
Clients26
DateSep 2016
Total AUM$197.9M
Discretionary$124.7M
Non-Disc.$73.2M
Employees17
Clients26
DateJun 2016
Total AUM$197.9M
Discretionary$124.7M
Non-Disc.$73.2M
Employees17
Clients26
DateMar 2016
Total AUM$197.9M
Discretionary$124.7M
Non-Disc.$73.2M
Employees17
Clients26
DateMar 2015
Total AUM$158.7M
Discretionary$78.8M
Non-Disc.$79.9M
Employees6
Clients26
DateAug 2014
Total AUM$121M
Discretionary$39.2M
Non-Disc.$81.8M
Employees7
Clients26
DateJul 2014
Total AUM$121M
Discretionary$39.2M
Non-Disc.$81.8M
Employees7
Clients26