# Fortress Capital Advisors

> Fortress Capital Advisors is a state-registered investment advisory firm in Carmel, IN, registered since 2022, reporting under $25 million in regulatory assets under management in its Form ADV filing dated February 13, 2026.

- CRD: 323182
- Filed as: FORTRESS CAPITAL ADVISORS
- Legal name: Fortress Capital Advisors LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Carmel, IN
- Filing period: October 2026
- Form ADV filing dated: February 13, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/323182
- AdvisorCensus page: https://advisorcensus.com/firm/fortress-capital-advisors-carmel-in-323182

## Quick answers

**How is Fortress Capital Advisors compensated?**
On its Form ADV (Item 5.E, October 2026), Fortress Capital Advisors reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Fortress Capital Advisors located?**
Fortress Capital Advisors' principal office is in Carmel, IN, according to its Form ADV.

**Is Fortress Capital Advisors registered with the SEC or a state?**
Fortress Capital Advisors is a state-registered investment advisory firm, registered since 2022. Status as filed: APPROVED. CRD 323182.

**How much does Fortress Capital Advisors manage?**
Fortress Capital Advisors reports $14,384,119 in regulatory assets under management in its Form ADV filing dated February 13, 2026 (100% discretionary).

**What types of clients does Fortress Capital Advisors serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (10); high net worth individuals (8).

**Does Fortress Capital Advisors report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/323182

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $14,384,119
- Discretionary: $14,384,119
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 10 | $5,269,463 |
| High net worth individuals | 8 | $9,114,656 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### 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
- Educational seminars/workshops

### Firm details
- Registered since: 2022 (4 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: IN
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- fortresscapadv.com
- Facebook facebook.com
- LinkedIn @stevenneeley
- YouTube @FortressCapitalAdvisors-ju7xr
- YouTube @UCPR1aU-74hPADQUW93FxVuA

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Fortress Capital Advisors (CRD 323182): Form ADV filing data as of October 2026.