FORTIS CAPITAL MANAGEMENT LLC
CRD #172198 SEC #801-113097 BELLEVUE, WA 425-453-5010
SEC Registered Private Funds
Total AUM
$775.9M
Discretionary
$754.6M
Employees
20
Clients
251
Accounts
485
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $775.9M | $754.6M | $21.3M | 20 | 2 |
| Mar 2025 | $726.3M | $721.8M | $4.4M | 12 | 2 |
| Dec 2024 | $496.9M | $493.7M | $3.2M | 9 | 2 |
| Oct 2024 | $496.9M | $493.7M | $3.2M | 9 | 2 |
| Sep 2024 | $496.9M | $493.7M | $3.2M | 9 | 2 |
| Mar 2024 | $496.9M | $493.7M | $3.2M | 9 | 2 |
| Aug 2023 | $436M | $433M | $3.1M | 10 | 5 |
| Mar 2023 | $269.9M | $268.5M | $1.4M | 7 | 4 |
| Mar 2022 | $234.6M | $232.9M | $1.7M | 8 | 4 |
| Jul 2021 | $155.7M | $154.3M | $1.5M | 8 | 6 |
| Apr 2021 | $155.7M | $154.3M | $1.5M | 8 | 6 |
| Mar 2021 | $155.7M | $154.3M | $1.5M | 8 | 6 |
| Jun 2020 | $141.5M | $140M | $1.5M | 6 | 8 |
| Mar 2020 | $141.5M | $140M | $1.5M | 6 | 8 |
| Jan 2020 | $125.4M | $124M | $1.3M | 6 | 8 |
| Aug 2019 | $26.6M | $25.3M | $1.3M | 6 | 8 |
| Apr 2019 | $26.6M | $25.3M | $1.3M | 6 | 8 |
| Mar 2019 | $26.6M | $25.3M | $1.3M | 6 | 8 |
| Aug 2018 | $21.7M | $20.3M | $1.4M | 4 | 4 |
| Mar 2018 | $21.7M | $20.3M | $1.4M | 4 | 4 |
DateOct 2025
Total AUM$775.9M
Discretionary$754.6M
Non-Disc.$21.3M
Employees20
Clients2
DateMar 2025
Total AUM$726.3M
Discretionary$721.8M
Non-Disc.$4.4M
Employees12
Clients2
DateDec 2024
Total AUM$496.9M
Discretionary$493.7M
Non-Disc.$3.2M
Employees9
Clients2
DateOct 2024
Total AUM$496.9M
Discretionary$493.7M
Non-Disc.$3.2M
Employees9
Clients2
DateSep 2024
Total AUM$496.9M
Discretionary$493.7M
Non-Disc.$3.2M
Employees9
Clients2
DateMar 2024
Total AUM$496.9M
Discretionary$493.7M
Non-Disc.$3.2M
Employees9
Clients2
DateAug 2023
Total AUM$436M
Discretionary$433M
Non-Disc.$3.1M
Employees10
Clients5
DateMar 2023
Total AUM$269.9M
Discretionary$268.5M
Non-Disc.$1.4M
Employees7
Clients4
DateMar 2022
Total AUM$234.6M
Discretionary$232.9M
Non-Disc.$1.7M
Employees8
Clients4
DateJul 2021
Total AUM$155.7M
Discretionary$154.3M
Non-Disc.$1.5M
Employees8
Clients6
DateApr 2021
Total AUM$155.7M
Discretionary$154.3M
Non-Disc.$1.5M
Employees8
Clients6
DateMar 2021
Total AUM$155.7M
Discretionary$154.3M
Non-Disc.$1.5M
Employees8
Clients6
DateJun 2020
Total AUM$141.5M
Discretionary$140M
Non-Disc.$1.5M
Employees6
Clients8
DateMar 2020
Total AUM$141.5M
Discretionary$140M
Non-Disc.$1.5M
Employees6
Clients8
DateJan 2020
Total AUM$125.4M
Discretionary$124M
Non-Disc.$1.3M
Employees6
Clients8
DateAug 2019
Total AUM$26.6M
Discretionary$25.3M
Non-Disc.$1.3M
Employees6
Clients8
DateApr 2019
Total AUM$26.6M
Discretionary$25.3M
Non-Disc.$1.3M
Employees6
Clients8
DateMar 2019
Total AUM$26.6M
Discretionary$25.3M
Non-Disc.$1.3M
Employees6
Clients8
DateAug 2018
Total AUM$21.7M
Discretionary$20.3M
Non-Disc.$1.4M
Employees4
Clients4
DateMar 2018
Total AUM$21.7M
Discretionary$20.3M
Non-Disc.$1.4M
Employees4
Clients4