Fortis Capital Advisors, LLC

• A percentage of assets under your management
• Hourly charges
• Fixed fees (other than subscription fees)

Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ

Account minimum: None

As stated in the firm's Form ADV Part 2A brochure dated June 4, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site

$1,615,575,526 as of October 2026, filing dated September 1, 2026.

A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means

A firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.

• Financial planning services
• Portfolio management for individuals and/or small businesses
• Portfolio management for businesses (other than small businesses) or institutional clients
• Pension consulting services
• Selection of other advisers (including private fund managers)
• Educational seminars/workshops

Also doing business as

ASPEN CAPITAL MANAGEMENT, LLC, BANYAN GLOBAL INVESTMENT ADVISORS, LLC, BESPOKE PRIVATE WEALTH, COMPASS WEALTH SOLUTIONS, COPA WEALTH STRATEGIES, CORETACTIC STRATEGIES, DAK FINANCIAL SERVICES, LLC, DEFIANT FINANCIAL SERVICES, LLC, FERN BRIDGE ADVISORS, FORTIFY, LLC, FORTIS CAPITAL ASSET MANAGEMENT, GC WEALTH MANAGEMENT, LLC, GORTON & COMPANY P.C., GRATUS WEALTH MANAGEMENT, HORIZON PRIVATE WEALTH, ISAAC FINANCIAL, JOSHPE FINANCIAL, LRVS ADVISORY GROUP, MOUNTAIN FINANCIAL CAPITAL, PFS ADVISORS, LLC, PROBITAS PLANNING LLC, RIOGA CAPITAL LLC, SERENITY WEALTH MANAGEMENT, THE KMB GROUP, TIMBER POINT CAPITAL MANAGEMENT, TURMAN WEALTH MANAGEMENT, LLC, WESTLAKE WEALTH MANAGEMENT, LLC

Registration

SEC-registered investment adviser. Status as filed: Approved.

Registered since

2020 (6 years)

Employees

Total: 68. Performing investment advisory functions: 57.

Wrap fee program participation

Yes.

Custodians (Schedule D, Section 5.K(3))

Charles Schwab & Co., Inc.Fidelity Brokerage Services LLC

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.

Other offices (Schedule D, Section 1.F)

18 other offices, as of the October 2026 filing

Bentonville, ARBriarcliff Manor, NYCorvallis, OREvergreen, COFort Collins, COGreenville, SCHingham, MAIrvine, CANorwalk, CTO'Fallon, MOPrinceton, NJRohnert Park, CASea Girt, NJSimpsonville, SCSouth Barrington, ILWestlake, OHWinston Salem, NCYardley, PA

States registered or notice-filed

37 states or jurisdictions

ALARAZCACOCTFLGAIDILINKSLAMAMDMEMIMNMOMSNCNENHNJNVNYOHORPARISCTNTXVAVTWAWI

SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration

None Reports no disclosure items on Form ADV Item 11. View on IAPD.

Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures

Regulatory assets under management: $22,370,870 in the October 2021 data and $1,615,575,526 in the October 2026 data, up 7122%.

Total employees: 16 in October 2021 and 68 in October 2026.

As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.

1. October 2026
   • No longer lists the business name Turman Financial Group, LLC.
   • Added the business name Turman Wealth Management, LLC.
   • Added the business name The KMB Group.
   • Added the business name Probitas Planning LLC.
   • Added the business name GC Wealth Management, LLC.
   • Added the business name Fortis Capital Asset Management.
   • Added the business name Banyan Global Investment Advisors, LLC.
   • Registered or notice-filed in ID.
2. April 2026
   • No longer lists the business name Network 1 Financial Private Wealth Management.
   • No longer lists the business name Generations Wealth Partners.
   • No longer lists the business name Truvium Capital Partners.
   • No longer lists the business name Clearpath Financial.
   • No longer lists the business name Rapps & Associates.
   • Added the business name Defiant Financial Services, LLC.
   • Added the business name Aspen Capital Management, LLC.
   • Added the business name DAK Financial Services, LLC.
   • Added the business name Mountain Financial Capital.
   • Added the business name Bespoke Private Wealth.
   • Added the business name Gorton & Company P.C..
   • Added the business name Coretactic Strategies.
   • Added the business name Fern Bridge Advisors.
   • Added the business name Rioga Capital LLC.
   • Added the business name Fortify, LLC.
   • Employees performing advisory functions went from 54 to 57.
   • Regulatory assets under management went from $1,212,196,068 to $1,615,575,526 (+33%).
   • Changed its office addresses in Bentonville, AR.
   • Added an office in Evergreen, CO.
   • Added an office in Fort Collins, CO.
   • Added an office in Irvine, CA.
   • Added an office in Sea Girt, NJ.
   • Added an office in Westlake, OH.
   • Added an office in Yardley, PA.
   • No longer lists an office in Armonk, NY.
   • No longer lists an office in Cedarhurst, NY.
   • No longer lists an office in Hauppauge, NY.
   • No longer lists an office in Red Bank, NJ.
   • No longer lists an office in Tampa, FL.
   • Registered or notice-filed in IN, MN, NV, VT.
3. January 2026
   • No longer registered or notice-filed in VT.
   • Updated its list of owners and control persons (Schedule A).

Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.