Fortis Capital Advisors, LLC logo

Fortis Capital Advisors, LLC

Updated today

Client assets under management

$1,513,269,367

Clients

2,127

17% high-net worth

Advisors

52

of 68 employees

Firm type

Multi Team

Clients per advisor

41

Low

Average account size

$711,457

About

Fortis Capital Advisors serves individuals (including high‑net‑worth clients), families, businesses, retirement plans, institutional clients, and other investment advisers, providing ongoing portfolio management, financial planning and consulting, retirement plan consulting, educational workshops, and a wrap‑fee program. The firm also offers access to an external cash management platform (Flourish Cash) and may bundle third‑party tax or legal services into planning engagements.

The firm emphasizes customized portfolios implemented by individual advisors, using a mix of passively managed, actively managed, tactically managed, blended, and ESG strategies; model portfolios are used for some clients but advisors retain discretion to apply their own investment styles. Fortis reports virtually all assets as discretionary (approximately $1.62 billion in discretionary AUM and $0 in non‑discretionary AUM) and typically deducts fees from custodial accounts while allowing clients to opt out of certain related‑party products.

Noteworthy distinctions include related‑party affiliate arrangements beyond typical advisory services: Fortis offers insurance products through an affiliated insurance agency and facilitates tax planning and preparation through an affiliated accounting entity, and it discloses the use of certain proprietary or related‑party investment products (for example, specific pooled funds) that generate additional compensation to related persons. The firm also operates through a network of advisor‑specific business entities and discloses incentive programs for advisors and administrative fees tied to the Flourish Cash program, each of which is identified as a potential conflict of interest in its brochure.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

ESG / Sustainable investing Active portfolio management Passive / index investing Options & derivatives strategies

Fee options

Fixed

Financial planning and consulting services charged on fixed fee basis; fees negotiated and agreed upon in advance.

Project-based

Financial planning and consulting services charged on hourly basis; specific rates determined at time of engagement.

Main office location

Fortis Capital Advisors, LLC

7301 Mission Road, Suite 326

Prairie Village KS 66208, United States

Number of offices

40

Most active in

Alabama · Arizona · Arkansas · California · Colorado · Connecticut · Florida · Georgia · Illinois · Indiana · Kansas · Louisiana · Maine · Maryland · Massachusetts · Michigan · Minnesota · Mississippi · Missouri · Nebraska · Nevada · New Hampshire · New Jersey · New York · North Carolina · Ohio · Oregon · Pennsylvania · Rhode Island · South Carolina · Tennessee · Texas · Vermont · Virginia · Washington · Wisconsin

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

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Aaron V

CFP®, Series 66

Westlake, OH

Fortis Capital Advisors, LLC

Aaron Vaughn is a CFP® professional with 23 years of industry experience, currently with Fortis Capital Advisors, LLC. He previously worked at Ameriprise Financial Services, Inc. for 19 years and is also associated with Defiant Financial Services LLC. Outside of his advisory role, Vaughn is an attorney specializing in estate planning and is involved in several non-investment-related business ventures, including technology services and firearms instruction. Fortis Capital Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, businesses, retirement plans, and institutional clients. The firm employs customized portfolio construction and ongoing monitoring, implementing a range of strategies across passive, active, tactical, blended, and ESG-integrated approaches, primarily on a discretionary basis.

ESG / Sustainable investing Active portfolio management Passive / index investing Options & derivatives strategies
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Kari T

Series 63

Brooklyn, NY

Fortis Capital Advisors, LLC

Kari Timonen is a financial advisor with Fortis Capital Advisors, LLC, holding a Series 63 designation and 12 years of industry experience. Prior to joining Fortis in 2021, Kari worked at Mass Mutual Investors Services and Massmutual Life Insurance Company, as well as NYLife Securities and New York Life. Outside of advising, Kari serves as the Board President of Park Slope Owners Corp. Fortis Capital Advisors provides investment advisory and financial planning services to individual investors, trusts, businesses, retirement plans, other advisers, and institutional clients. The firm offers customized portfolio construction and ongoing monitoring through a variety of strategies, managing approximately $1.21 billion in assets as of early 2025.

ESG / Sustainable investing Active portfolio management Passive / index investing Options & derivatives strategies
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Mathew H

Series 63, Series 65

Greenville, SC

Fortis Capital Advisors, LLC

Mathew Hultquist is a financial advisor at Fortis Capital Advisors, LLC with four years of industry experience. He holds Series 63 and Series 65 credentials and concurrently manages The Hultquist Firm CPA, P.C., a CPA firm he founded in 2003. Outside of financial advising, he is involved in farming operations through Y Knot Farm LLC. Fortis Capital Advisors provides investment advisory and financial planning services to individual investors, trusts, businesses, retirement plans, other advisers, and institutional clients. The firm offers customized portfolio construction and ongoing monitoring across various investment strategies, managing approximately $1.21 billion in assets as of early 2025.

ESG / Sustainable investing Active portfolio management Passive / index investing Options & derivatives strategies
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Megan R

Series 66

Long Branch, NJ

Fortis Capital Advisors, LLC

Megan Rehill is a financial advisor at Fortis Capital Advisors, LLC with 12 years of industry experience. She holds a Series 66 designation and has previously worked at Bank of America, Merrill, and Morgan Stanley in various roles. In addition to her advisory work, she is involved in the sales of fixed insurance products through multiple carriers. Fortis Capital Advisors provides investment advisory and financial planning services to a diverse client base including individuals, trusts, businesses, retirement plans, and institutional clients. The firm offers discretionary portfolio management with customized strategies across passive, active, tactical, blended, and ESG-integrated approaches.

ESG / Sustainable investing Active portfolio management Passive / index investing Options & derivatives strategies
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William H

Series 66

Ormond Beach, FL

Fortis Capital Advisors, LLC

William Hoover is a financial advisor at Fortis Capital Advisors, LLC with 17 years of industry experience. He holds a Series 66 credential and previously worked at Euclid Investment Advisory and CX Institutional. Hoover serves as a board member of the Ormond Beach Historical Society. Fortis Capital Advisors provides investment advisory and financial planning services to individual investors, trusts, businesses, retirement plans, other advisers, and institutional clients. The firm offers customized portfolio construction and ongoing monitoring across various investment strategies, managing approximately $1.21 billion in assets as of February 2025.

ESG / Sustainable investing Active portfolio management Passive / index investing Options & derivatives strategies
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Manuel M

Series 63, Series 66

Keizer, OR

Fortis Capital Advisors, LLC

Manuel Martinez Jr. is a financial advisor with Fortis Capital Advisors, LLC, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. His prior roles include positions at Gradient Advisors LLC, Ruggiero Wealth Management, and Primerica Advisors. Outside of advisory work, he is involved as an associate with Legal Shield, referring clients to prepaid legal services, and works as an independent contractor for 360 Advantage LLC, referring businesses to supplemental employee benefits providers. Fortis Capital Advisors offers investment advisory and financial planning services to individuals, trusts, businesses, retirement plans, other advisers, and institutional clients. The firm focuses on customized portfolio construction using a variety of strategies, managing accounts primarily on a discretionary basis, and provides clients with online reporting and access to additional financial services.

ESG / Sustainable investing Active portfolio management Passive / index investing Options & derivatives strategies
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Jessica N

Series 63, Series 65, Series 66

South Barrington, IL

Fortis Capital Advisors, LLC

Jessica Nieminski is an investment advisor representative at Fortis Capital Advisors, LLC with 12 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses. Prior to joining Fortis Capital Advisors in 2024, she worked at Cetera and Network 1 Financial Securities, Inc. Nieminski is also involved with ClearPath Financial LLC, a financial services business. Fortis Capital Advisors provides investment advisory and financial planning services to individual investors, trusts, businesses, retirement plans, other advisers, and institutional clients. The firm offers customized portfolio construction and ongoing monitoring through a variety of strategies, managing approximately $1.21 billion in assets.

ESG / Sustainable investing Active portfolio management Passive / index investing Options & derivatives strategies
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Riley H

Series 65

Costa Mesa, CA

Fortis Capital Advisors, LLC

Riley Hayes is a financial advisor at Fortis Capital Advisors, LLC with five years of industry experience. He holds a Series 65 credential and previously worked at Spinnaker Investment Group, LLC. Outside of finance, he is the CEO of Everything Bagel LLC and serves on the boards of Sherman Library & Gardens and the Newport Beach Police Foundation. Fortis Capital Advisors provides investment advisory and financial planning services to individuals, trusts, businesses, retirement plans, other advisers, and institutional clients. The firm offers customized portfolio construction and ongoing monitoring across a range of strategies, managing approximately $1.21 billion in assets as of early 2025.

ESG / Sustainable investing Active portfolio management Passive / index investing Options & derivatives strategies
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James M

Series 63, Series 65

St. Petersburg, FL

Fortis Capital Advisors, LLC

James McGinty is a financial advisor with Fortis Capital Advisors, LLC, holding Series 63 and Series 65 credentials and 28 years of industry experience. His prior roles include positions at Corient Services LLC, CI Doyle Private Wealth, and PNC Bank. Outside of his advisory work, he serves as treasurer of The Squires Club, a men's social organization in St. Petersburg, FL. Fortis Capital Advisors provides investment advisory and financial planning services to individual investors, trusts, businesses, retirement plans, other advisers, and institutional clients. The firm offers customized portfolio construction with discretionary management across various strategies, supported by ongoing monitoring and an online reporting portal.

ESG / Sustainable investing Active portfolio management Passive / index investing Options & derivatives strategies
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Russell C

Series 63, Series 65

Greenville, SC

Fortis Capital Advisors, LLC

Russell Christopher is a financial advisor at Fortis Capital Advisors, LLC with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Belpointe Asset Management, ASE Financial Advisory Group, Kestra Financial, NYLIFE Securities LLC, and New York Life. Outside of his advisory role, he is a senior business consultant for Horizon Private Wealth and owns Jetcor LLC, a real estate business. Fortis Capital Advisors provides investment advisory and financial planning services to individual investors, trusts, businesses, retirement plans, other advisers, and institutional clients. The firm offers customized portfolio construction and ongoing monitoring through a range of strategies, managing approximately $1.21 billion in assets as of early 2025.

ESG / Sustainable investing Active portfolio management Passive / index investing Options & derivatives strategies
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Keith J

CFA®, Series 63

Bradenton, FL

Fortis Capital Advisors, LLC

Keith Jaworski is a CFA® charterholder with 15 years of experience in the financial industry. He currently works at Fortis Capital Advisors, LLC and has previously been affiliated with Quantimental Investments, LLC, Doyle Wealth Management, Inc., and Patton Albertson & Miller LLC. Outside of his advisory roles, he is involved in investment banking referrals through Quantimental Investments, LLC. Fortis Capital Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, businesses, retirement plans, and institutional clients. The firm focuses on customized portfolio construction and ongoing monitoring, employing a range of passive, active, tactical, blended, and ESG-integrated strategies, typically managed on a discretionary basis.

ESG / Sustainable investing Active portfolio management Passive / index investing Options & derivatives strategies
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Patrick M

CFA®, Series 63

Norwalk, CT

Fortis Capital Advisors, LLC

Patrick Mullin is a CFA® charterholder with 10 years of industry experience. He is currently with Fortis Capital Advisors, LLC and has previously worked at Investment Planners Wealth Management and Timber Point Capital Management. He is also involved with Indian Spring Management LLC, serving as managing member and general partner for a private fund. Fortis Capital Advisors provides investment advisory and financial planning services to individual investors, trusts, businesses, retirement plans, other advisers, and institutional clients. The firm offers customized portfolio construction and ongoing monitoring, utilizing a range of strategies including passive, active, tactical, blended, and ESG-integrated approaches.

ESG / Sustainable investing Active portfolio management Passive / index investing Options & derivatives strategies
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Joshua P

Series 63, Series 66

Greenville, SC

Fortis Capital Advisors, LLC

Joshua Powers is an investment adviser representative with Fortis Capital Advisors, LLC, holding Series 63 and Series 66 licenses. He has prior experience at Green Vista Capital, Horizon Private Wealth, Andes Capital Group, and Cisco Systems, and served in the United States Army from 2002 to 2023. Powers is also the owner and president of The Powers Group, LLC, which provides leadership training, business process improvement, program management, and personal financial consulting. Fortis Capital Advisors offers investment advisory and financial planning services to individuals, trusts, businesses, retirement plans, other advisers, and institutional clients. The firm focuses on customized portfolio construction and ongoing monitoring, managing assets through a variety of strategies including passive, active, tactical, blended, and ESG-integrated approaches.

ESG / Sustainable investing Active portfolio management Passive / index investing Options & derivatives strategies
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Justin M

Series 63, Series 65

Silver Spring, MD

Fortis Capital Advisors, LLC

Justin Marcus is a financial advisor with Fortis Capital Advisors, LLC, holding Series 63 and Series 65 credentials and 17 years of industry experience. He has worked at various firms including AE Wealth Management, LLC, PFS Investments Inc, and Primerica Financial Services. In addition to his advisory role, Marcus is involved in entrepreneurial ventures as CEO of an online staffing platform and director of a staffing agency. Fortis Capital Advisors provides investment advisory and financial planning services to individuals, trusts, businesses, retirement plans, other advisers, and institutional clients. The firm offers customized portfolio construction and ongoing monitoring through a range of discretionary strategies, including passive, active, tactical, blended, and ESG-integrated approaches.

ESG / Sustainable investing Active portfolio management Passive / index investing Options & derivatives strategies
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Isaac K

CFP®, Series 66

Yardley, PA

Fortis Capital Advisors, LLC

Isaac Keil is a CFP® with 16 years of industry experience. He has worked at Fortis Capital Advisors, LLC since 2024 and previously spent 11 years with Bank of America and Merrill. Outside of his advisory role, he operates Isaac Financial, a business offering insurance and investment services. Fortis Capital Advisors provides investment advisory and financial planning services to individual investors, trusts, businesses, retirement plans, other advisers, and institutional clients. The firm offers customized portfolio construction and ongoing monitoring, implementing a variety of strategies across passive, active, tactical, blended, and ESG-integrated approaches.

ESG / Sustainable investing Active portfolio management Passive / index investing Options & derivatives strategies
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