{
  "crd_number": 299243,
  "slug": "fort-advisors-inc-austin-tx-299243",
  "primary_business_name": "FORT ADVISORS INC",
  "legal_name": "FORT ADVISORS INC",
  "dbas": [],
  "city": "Austin",
  "state": "TX",
  "country": "United States",
  "cbsa_code": "12420",
  "metro": {
    "cbsa_code": "12420",
    "common_name": "Austin",
    "msa_name": "Austin-Round Rock-San Marcos, TX",
    "path": "/advisors/tx/austin"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2023-07-13",
  "years_registered": 3,
  "period": "2026-10-01",
  "filing_date": "2026-03-28",
  "carried_forward": false,
  "raum_total": 146334109.0,
  "raum_discretionary": 146334109.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 3,
  "advisory_employees": 3,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 73275572.0,
      "count": 367
    },
    "high_net_worth_individuals": {
      "raum": 73058537.0,
      "count": 47
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "other",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "TX"
  ],
  "websites": [
    "https://facebook.com/fortwealthmanagement",
    "https://fortwm.com",
    "https://linkedin.com/company/fort-wealth-management-inc"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/299243",
  "city_as_filed": "AUSTIN",
  "url": "https://advisorcensus.com/firm/fort-advisors-inc-austin-tx-299243",
  "display_name": "Fort Advisors Inc",
  "summary": "Fort Advisors Inc is an SEC-registered investment advisory firm in Austin, TX, registered since 2023, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 28, 2026.",
  "citation": "AdvisorCensus. Fort Advisors Inc (CRD 299243): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Selection of other advisers (including private fund managers)",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is Fort Advisors Inc compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Fort Advisors Inc reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "How much does Fort Advisors Inc charge?",
      "a": "Its Form ADV Part 2A brochure dated March 28, 2026 states: Hourly rate: $500 an hour (Financial Planning and Consulting); Flat fee: $500 to $20,000 (Financial Planning and Consulting). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Fort Advisors Inc located?",
      "a": "Fort Advisors Inc's principal office is in Austin, TX, according to its Form ADV; the April 2026 filing also lists 3 other offices (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Fort Advisors Inc registered with the SEC or a state?",
      "a": "Fort Advisors Inc is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 299243."
    },
    {
      "q": "How much does Fort Advisors Inc manage?",
      "a": "Fort Advisors Inc reports $146,334,109 in regulatory assets under management in its Form ADV filing dated March 28, 2026 (100% discretionary)."
    },
    {
      "q": "How have Fort Advisors Inc's assets and staff changed since 2023?",
      "a": "In the Form ADV data for Fort Advisors Inc: Regulatory assets under management: $101,800,000 in the October 2023 data and $146,334,109 in the October 2026 data, up 44%. Total employees: 3 in October 2023 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Fort Advisors Inc serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (367); high net worth individuals (47)."
    },
    {
      "q": "Which custodians does Fort Advisors Inc use?",
      "a": "Fort Advisors Inc's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Fort Advisors Inc report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/299243"
    },
    {
      "q": "Does Fort Advisors Inc state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated March 28, 2026 says: \"We do not have a minimum account size for our asset management services.\""
    },
    {
      "q": "What changed in Fort Advisors Inc's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Regulatory assets under management went from $127,647,986 to $146,334,109 (+15%)."
    }
  ],
  "filing_history": [
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 101800000.0,
      "total_employees": 3,
      "filing_date": "2023-09-05"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 111399766.0,
      "total_employees": 3,
      "filing_date": "2024-03-25"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 127647986.0,
      "total_employees": 3,
      "filing_date": "2025-04-21"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 146334109.0,
      "total_employees": 3,
      "filing_date": "2026-03-28"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $127,647,986 to $146,334,109 (+15%)."
      ]
    },
    {
      "period": "2026-01-01",
      "period_label": "January 2026",
      "notes": [
        "No longer registered or notice-filed in IA."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 28, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "None",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Hourly rate: $500 an hour (Financial Planning and Consulting)",
      "Flat fee: $500 to $20,000 (Financial Planning and Consulting)"
    ],
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: None"
        ],
        "quotes": [
          "We do not have a minimum account size for our asset management services."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Hourly rate: $500 an hour (Financial Planning and Consulting)"
        ],
        "quotes": [
          "Hourly Up to $500 per hour"
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Flat fee: $500 to $20,000 (Financial Planning and Consulting)"
        ],
        "quotes": [
          "Fixed Fee $500 - $20,000"
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 0.0,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "hourly",
          "amount": 500.0,
          "min": null,
          "max": null,
          "period": "hour",
          "service": "Financial Planning and Consulting"
        },
        {
          "kind": "flat",
          "amount": null,
          "min": 500.0,
          "max": 20000.0,
          "period": "one_time",
          "service": "Financial Planning and Consulting"
        }
      ]
    },
    "quotes": [
      "We do not have a minimum account size for our asset management services.",
      "Hourly Up to $500 per hour",
      "Fixed Fee $500 - $20,000"
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/fort-advisors-inc-austin-tx-299243.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 367,
      "fewer_than_5": false,
      "raum": 73275572.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 47,
      "fewer_than_5": false,
      "raum": 73058537.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/299243",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}