# Fortis Capital Advisors, LLC

> Fortis Capital Advisors, LLC is an SEC-registered investment advisory firm in Prairie Village, KS, registered since 2020, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated September 1, 2026.

- CRD: 309709
- Filed as: FORTIS CAPITAL ADVISORS, LLC
- 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)
- Location: Prairie Village, KS
- Filing period: October 2026
- Form ADV filing dated: September 1, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/309709
- AdvisorCensus page: https://advisorcensus.com/firm/fortis-capital-advisors-llc-prairie-village-ks-309709

## Quick answers

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

**Where is Fortis Capital Advisors, LLC located?**
Fortis Capital Advisors, LLC's principal office is in Prairie Village, KS, according to its Form ADV; the October 2026 filing also lists 18 other offices (Schedule D, Section 1.F).

**Is Fortis Capital Advisors, LLC registered with the SEC or a state?**
Fortis Capital Advisors, LLC is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 309709.

**How much does Fortis Capital Advisors, LLC manage?**
Fortis Capital Advisors, LLC reports $1,615,575,526 in regulatory assets under management in its Form ADV filing dated September 1, 2026 (100% discretionary).

**How have Fortis Capital Advisors, LLC's assets and staff changed since 2021?**
In the Form ADV data for Fortis Capital Advisors, LLC: 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. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Fortis Capital Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (1,764); high net worth individuals (363); pension and profit sharing plans (but not the plan participants or government pension plans) (24).

**Which custodians does Fortis Capital Advisors, LLC use?**
Fortis Capital Advisors, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Fidelity Brokerage Services LLC as custodians holding 10% or more of its separately managed account assets.

**Does Fortis Capital 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/309709

**Does Fortis Capital Advisors, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated June 4, 2026 says: "We do not have a minimum account size."

**What changed in Fortis Capital Advisors, LLC's recent Form ADV filings?**
In the October 2026 filing data: 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.

## 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 June 4, 2026)

- Account minimum: None

> We do not have a minimum account size.

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.
- 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.

### Regulatory assets under management (Item 5.F)
- Total: $1,615,575,526
- Discretionary: $1,615,575,526
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 1,764 | $474,760,699 |
| High net worth individuals | 363 | $1,038,508,668 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 24 | $50,330,905 |
| Charitable organizations | 2 | $2,025,140 |
| Corporations or other businesses not listed above | 18 | $49,950,114 |

### Advisory services (Item 5.G)
- 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

### Firm details
- Registered since: 2020 (6 years)
- Employees: 68 total, 57 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: AL, AR, AZ, CA, CO, CT, FL, GA, ID, IL, IN, KS, LA, MA, MD, ME, MI, MN, MO, MS, NC, NE, NH, NJ, NV, NY, OH, OR, PA, RI, SC, TN, TX, VA, VT, WA, WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the October 2026 filing
- Bentonville, AR
- Briarcliff Manor, NY
- Corvallis, OR
- Evergreen, CO
- Fort Collins, CO
- Greenville, SC
- Hingham, MA
- Irvine, CA
- Norwalk, CT
- O'Fallon, MO
- Princeton, NJ
- Rohnert Park, CA
- Sea Girt, NJ
- Simpsonville, SC
- South Barrington, IL
- Westlake, OH
- Winston Salem, NC
- Yardley, PA

### Websites listed on Form ADV (Item 1.I)
- compass-wealth-solutions.com
- fortiscapitaladvisors.com
- isaac.financial
- joshpefinancial.com
- mtnfincapital.com
- timberpointcapital.com
- Facebook facebook.com
- Instagram @fortiscapitaladvisors
- LinkedIn @fortis-capital-advisors

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $22,370,870 | 16 | September 16, 2021 |
| October 2022 | $217,743,543 | 23 | June 14, 2022 |
| October 2023 | $245,306,103 | 22 | March 30, 2023 |
| October 2024 | $331,804,625 | 36 | July 26, 2024 |
| October 2025 | $1,212,196,068 | 69 | March 30, 2025 |
| October 2026 | $1,615,575,526 | 68 | September 1, 2026 |

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.

## Changes in the filing (last 12 months)

### 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.

### 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.

### January 2026
- No longer registered or notice-filed in VT.
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Fortis Capital Advisors, LLC (CRD 309709): Form ADV filing data as of October 2026.