# Fortis Advisors, LLC

> Fortis Advisors, LLC is an SEC-registered investment advisory firm in Wayne, PA, registered since 2014, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 27, 2026.

- CRD: 164498
- Filed as: FORTIS ADVISORS, LLC
- Also doing business as: FORTIS CAPITAL REAL ESTATE MANAGER (RELYING ADVISER), FORTIS CAPITAL REAL ESTATE MANAGER II, LLC (RELYING ADVISER), FORTIS FAMILY OFFICE, FORTIS PRIVATE STRATEGIES I, LLC (RELYING ADVISER), FORTIS PRIVATE STRATEGIES III, LLC (RELYING ADVISER), FORTIS WEALTH
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Wayne, PA
- Filing period: October 2026
- Form ADV filing dated: March 27, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/164498
- AdvisorCensus page: https://advisorcensus.com/firm/fortis-advisors-llc-wayne-pa-164498

## Quick answers

**How is Fortis Advisors, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Fortis Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); performance-based fees.

**How much does Fortis Advisors, LLC charge?**
Its Form ADV Part 2A brochure dated March 27, 2026 states: Flat fee: $1,500 to $50,000 (financial planning and consulting services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Fortis Advisors, LLC located?**
Fortis Advisors, LLC's principal office is in Wayne, PA, according to its Form ADV.

**Is Fortis Advisors, LLC registered with the SEC or a state?**
Fortis Advisors, LLC is an SEC-registered investment advisory firm, registered since 2014. Status as filed: Approved. CRD 164498.

**How much does Fortis Advisors, LLC manage?**
Fortis Advisors, LLC reports $584,315,081 in regulatory assets under management in its Form ADV filing dated March 27, 2026 (73% discretionary).

**How have Fortis Advisors, LLC's assets and staff changed since 2021?**
In the Form ADV data for Fortis Advisors, LLC: Regulatory assets under management: $501,821,970 in the October 2021 data and $584,315,081 in the October 2026 data, up 16%. Total employees: 7 in October 2021 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Fortis Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (51); high net worth individuals (28); pooled investment vehicles (other than investment companies and business development companies) (6).

**Which custodians does Fortis Advisors, LLC use?**
Fortis Advisors, LLC'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 Fortis Advisors, LLC 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/164498

**What changed in Fortis Advisors, LLC's recent Form ADV filings?**
In the April 2026 filing data: Added the business name Fortis Private Strategies III, LLC (Relying Adviser). Employees performing advisory functions went from 4 to 3. Regulatory assets under management went from $508,437,827 to $584,315,081 (+15%). Registered or notice-filed in FL.

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated March 27, 2026)

- Flat fee: $1,500 to $50,000 (financial planning and consulting services)

> The Advisor’s financial planning and consulting services fees are negotiable but generally range from $1,500 to $50,000 on a fixed fee basis, depending upon the level and scope of the services required and the professionals rendering the 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: $584,315,081
- Discretionary: $427,171,150
- Non-discretionary: $157,143,931

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 51 | $21,857,828 |
| High net worth individuals | 28 | $198,909,338 |
| Pooled investment vehicles (other than investment companies and business development companies) | 6 | $163,061,332 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $2,423,629 |
| Other investment advisers | Fewer than 5 | $150,189,419 |
| Corporations or other businesses not listed above | Fewer than 5 | $836,466 |
| Other | 6 | $47,037,069 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops

### Firm details
- Registered since: 2014 (12 years)
- Employees: 5 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CO, FL, IL, NJ, PA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- fortis-wealth.com
- fortisfamilyoffice.com
- LinkedIn @FORTISFAMILYOFFICE

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $501,821,970 | 7 | August 18, 2021 |
| October 2022 | $493,671,840 | 7 | March 31, 2022 |
| October 2023 | $459,948,455 | 7 | March 31, 2023 |
| October 2024 | $470,765,398 | 7 | March 28, 2024 |
| October 2025 | $508,437,827 | 6 | March 28, 2025 |
| October 2026 | $584,315,081 | 5 | March 27, 2026 |

Regulatory assets under management: $501,821,970 in the October 2021 data and $584,315,081 in the October 2026 data, up 16%.
Total employees: 7 in October 2021 and 5 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Added the business name Fortis Private Strategies III, LLC (Relying Adviser).
- Employees performing advisory functions went from 4 to 3.
- Regulatory assets under management went from $508,437,827 to $584,315,081 (+15%).
- Registered or notice-filed in FL.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Fortis Advisors, LLC (CRD 164498): Form ADV filing data as of October 2026.