# Fort Advisors Inc

> 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.

- CRD: 299243
- Filed as: FORT ADVISORS INC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Austin, TX
- Filing period: October 2026
- Form ADV filing dated: March 28, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/299243
- AdvisorCensus page: https://advisorcensus.com/firm/fort-advisors-inc-austin-tx-299243

## Quick answers

**How is Fort Advisors Inc compensated?**
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).

**Where is Fort Advisors Inc located?**
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).

**Is Fort Advisors Inc registered with the SEC or a state?**
Fort Advisors Inc is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 299243.

**How much does Fort Advisors Inc manage?**
Fort Advisors Inc reports $146,334,109 in regulatory assets under management in its Form ADV filing dated March 28, 2026 (100% discretionary).

**How have Fort Advisors Inc's assets and staff changed since 2023?**
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.

**What types of clients does Fort Advisors Inc serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (367); high net worth individuals (47).

**Which custodians does Fort Advisors Inc use?**
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.

**Does Fort Advisors Inc report any disciplinary disclosures?**
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

**Does Fort Advisors Inc state an account minimum?**
Its Form ADV Part 2A brochure dated March 28, 2026 says: "We do not have a minimum account size for our asset management services."

**What changed in Fort Advisors Inc's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $127,647,986 to $146,334,109 (+15%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 28, 2026)

- Account minimum: None

> We do not have a minimum account size for our asset management services.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $146,334,109
- Discretionary: $146,334,109
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 367 | $73,275,572 |
| High net worth individuals | 47 | $73,058,537 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other

### Firm details
- Registered since: 2023 (3 years)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Fort Worth, TX
- Katy, TX
- Waco, TX

### Websites listed on Form ADV (Item 1.I)
- fortwm.com
- Facebook @fortwealthmanagement
- LinkedIn @fort-wealth-management-inc

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2023 | $101,800,000 | 3 | September 5, 2023 |
| October 2024 | $111,399,766 | 3 | March 25, 2024 |
| October 2025 | $127,647,986 | 3 | April 21, 2025 |
| October 2026 | $146,334,109 | 3 | March 28, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $127,647,986 to $146,334,109 (+15%).

### January 2026
- No longer registered or notice-filed in IA.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Fort Advisors Inc (CRD 299243): Form ADV filing data as of October 2026.