RIA Intelligence

FORTIS CAPITAL ADVISORS, LLC

CRD #309709 SEC #801-119354 PRAIRIE VILLAGE, KS (913) 222-8862
SEC Registered
Total AUM
$1.2B
Discretionary
$1.2B
Employees
69
Clients
11
Accounts
3,774

AUM Over Time

DateDec 2025
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees69
Clients7
DateMar 2025
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees69
Clients7
DateFeb 2025
Total AUM$630.6M
Discretionary$630.6M
Non-Disc.$0
Employees51
Clients8
DateJan 2025
Total AUM$630.6M
Discretionary$630.6M
Non-Disc.$0
Employees51
Clients8
DateJan 2025
Total AUM$630.6M
Discretionary$630.6M
Non-Disc.$0
Employees51
Clients8
DateDec 2024
Total AUM$630.6M
Discretionary$630.6M
Non-Disc.$0
Employees51
Clients8
DateNov 2024
Total AUM$630.6M
Discretionary$630.6M
Non-Disc.$0
Employees51
Clients8
DateOct 2024
Total AUM$630.6M
Discretionary$630.6M
Non-Disc.$0
Employees51
Clients8
DateJul 2024
Total AUM$331.8M
Discretionary$331.8M
Non-Disc.$0
Employees36
Clients6
DateMay 2024
Total AUM$331.8M
Discretionary$331.8M
Non-Disc.$0
Employees36
Clients6
DateMar 2024
Total AUM$331.8M
Discretionary$331.8M
Non-Disc.$0
Employees36
Clients6
DateFeb 2024
Total AUM$245.3M
Discretionary$245.3M
Non-Disc.$0
Employees22
Clients4
DateJan 2024
Total AUM$245.3M
Discretionary$245.3M
Non-Disc.$0
Employees22
Clients4
DateNov 2023
Total AUM$245.3M
Discretionary$245.3M
Non-Disc.$0
Employees22
Clients4
DateMar 2023
Total AUM$245.3M
Discretionary$245.3M
Non-Disc.$0
Employees22
Clients4
DateFeb 2023
Total AUM$217.7M
Discretionary$217.7M
Non-Disc.$0
Employees23
Clients2
DateJun 2022
Total AUM$217.7M
Discretionary$217.7M
Non-Disc.$0
Employees23
Clients2
DateApr 2022
Total AUM$60.1M
Discretionary$60.1M
Non-Disc.$0
Employees20
Clients2
DateMar 2022
Total AUM$60.1M
Discretionary$60.1M
Non-Disc.$0
Employees19
Clients2
DateJan 2022
Total AUM$22.4M
Discretionary$22.4M
Non-Disc.$0
Employees16
Clients2
DateNov 2021
Total AUM$22.4M
Discretionary$22.4M
Non-Disc.$0
Employees16
Clients2
DateOct 2021
Total AUM$22.4M
Discretionary$22.4M
Non-Disc.$0
Employees16
Clients2
DateSep 2021
Total AUM$22.4M
Discretionary$22.4M
Non-Disc.$0
Employees16
Clients2
DateJul 2021
Total AUM$1.7M
Discretionary$1.7M
Non-Disc.$0
Employees7
Clients0
DateJun 2021
Total AUM$1.7M
Discretionary$1.7M
Non-Disc.$0
Employees7
Clients0
DateMay 2021
Total AUM$1.7M
Discretionary$1.7M
Non-Disc.$0
Employees7
Clients0
DateMar 2021
Total AUM$1.7M
Discretionary$1.7M
Non-Disc.$0
Employees7
Clients0
DateMar 2021
Total AUM$1.7M
Discretionary$1.7M
Non-Disc.$0
Employees7
Clients0
DateFeb 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateFeb 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateJan 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateDec 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateNov 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateAug 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateJul 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0