# Fortis Portfolio Solutions, LLC

> Fortis Portfolio Solutions, LLC is an SEC-registered investment advisory firm in Chicago, IL, registered since 2021, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 26, 2026.

- CRD: 314886
- Filed as: FORTIS PORTFOLIO SOLUTIONS, LLC
- Also doing business as: FORTIS PRIVATE WEALTH
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Chicago, IL
- Filing period: October 2026
- Form ADV filing dated: March 26, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/314886
- AdvisorCensus page: https://advisorcensus.com/firm/fortis-portfolio-solutions-llc-chicago-il-314886

## Quick answers

**How is Fortis Portfolio Solutions, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Fortis Portfolio Solutions, LLC reports these compensation arrangements: a percentage of assets under its management.

**How much does Fortis Portfolio Solutions, LLC charge?**
Its Form ADV Part 2A brochure dated March 26, 2026 states: Asset-based fee: 0.05% to 1.5% a year (a range, as the brochure states it). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Fortis Portfolio Solutions, LLC located?**
Fortis Portfolio Solutions, LLC's principal office is in Chicago, IL, according to its Form ADV.

**Is Fortis Portfolio Solutions, LLC registered with the SEC or a state?**
Fortis Portfolio Solutions, LLC is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 314886.

**How much does Fortis Portfolio Solutions, LLC manage?**
Fortis Portfolio Solutions, LLC reports $140,000,000 in regulatory assets under management in its Form ADV filing dated March 26, 2026 (100% discretionary).

**How have Fortis Portfolio Solutions, LLC's assets and staff changed since 2021?**
In the Form ADV data for Fortis Portfolio Solutions, LLC: Regulatory assets under management: $0 in the October 2021 data and $140,000,000 in the October 2026 data. Total employees: 1 in October 2021 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Fortis Portfolio Solutions, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (276).

**Which custodians does Fortis Portfolio Solutions, LLC use?**
Fortis Portfolio Solutions, 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 Portfolio Solutions, 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/314886

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated March 26, 2026)

- Asset-based fee: 0.05% to 1.5% a year (a range, as the brochure states it)

> The Platform Fee is negotiable and can range from 0.05% to 1.50%, annually, and may differ from client to client and shall vary based upon the independent manager selected from the Amplify platform based upon various subjective and objective factors.

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: $140,000,000
- Discretionary: $140,000,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 0 | Not reported |
| High net worth individuals | 276 | $140,000,000 |
| Banking or thrift institutions | 0 | Not reported |
| Investment companies | 0 | Not reported |
| Business development companies | 0 | Not reported |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | Not reported |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | Not reported |
| Charitable organizations | 0 | Not reported |
| State or municipal government entities (including government pension plans) | 0 | Not reported |
| Other investment advisers | 0 | Not reported |
| Insurance companies | 0 | Not reported |
| Sovereign wealth funds and foreign official institutions | 0 | Not reported |
| Corporations or other businesses not listed above | 0 | Not reported |
| Other | 0 | Not reported |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2021 (5 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, IL, NH, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- fortisportfolio.com
- LinkedIn @fortis-portfolio-solutions-llc

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $0 | 1 | October 1, 2021 |
| October 2022 | $213,858,580 | 2 | April 11, 2022 |
| October 2023 | $141,552,756 | 2 | April 3, 2023 |
| October 2024 | $148,557,207 | 5 | March 18, 2024 |
| October 2025 | $128,557,207 | 5 | April 30, 2025 |
| October 2026 | $140,000,000 | 2 | March 26, 2026 |

Regulatory assets under management: $0 in the October 2021 data and $140,000,000 in the October 2026 data.
Total employees: 1 in October 2021 and 2 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Fortis Portfolio Solutions, LLC (CRD 314886): Form ADV filing data as of October 2026.