FORTIS CAPITAL ADVISORS, LLC

7301 Mission Road
Suite 326
Prairie Village, Kansas 66208
Tel: (913) 222-8862

About FORTIS CAPITAL ADVISORS, LLC

FORTIS CAPITAL ADVISORS, LLC, formally registered with the SEC as FORTIS CAPITAL ADVISORS, LLC. The firm was established in 08/28/2020. They have over 33 offices throughout the country.

FORTIS CAPITAL ADVISORS, LLC is a Prairie Village, Kansas based Financial Planning firm with nearly $630,582,242 assets under management, offering retirement planning & investment advisory services to 1579 clients. The firm is staffed with 51 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	309709
SEC#	801-119354
Assets Managed by Firm	$630,582,242
No. of Clients	1579
No. of Advisors	51

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	1579	$630,582,242
Individuals (other than high net worth individuals)	706	$155,746,067
High net worth individuals	143	$444,021,468
Pension and profit sharing plans	15	$26,818,791
Corporations or other businesses	5	$3,995,916

More Retirement Planning firms in Prairie Village, Kansas:

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CREATIVE PLANNING 5454 W. 110th Street Overland Park, KS, 66211	$217,399,324,981	269686	1428
ONEDIGITAL INVESTMENT ADVISORS 11101 Switzer Road, Suite 200 Overland Park, KS, 66210	$107,102,338,153	57121	550
MARINER WEALTH 5700 W. 112th Street, Suite 500 Overland Park, KS, 66211	$81,106,925,484	132567	1498
AE WEALTH MANAGEMENT, LLC 2950 Sw Mcclure Road, Suite B Topeka, KS, 66614	$27,082,623,332	277294	578
PRIME CAPITAL FINANCIAL 6201 College Blvd., Suite #150 Overland Park, KS, 66211	$24,362,866,552	30635	353

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