Fortress Capital Advisors
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$5,688,156
Total clients
7
43% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
7
Average account size
$812,594
About
Fortress Capital Advisors is a small independent registered investment adviser that serves individual clients as well as a limited number of businesses, foundations, charitable organizations, and employer retirement plans. The firm offers comprehensive financial planning, investment consultation, and ongoing portfolio management, delivering written plans and periodic reviews tailored to client needs.
The firm’s investment work is individualized, using broad-based or modular financial plans and portfolios constructed with active, passive, or Core + Satellite allocations to reflect each client’s objectives, time horizon, and tax considerations. Portfolios may be managed on a discretionary or non-discretionary basis, and the firm provides institutional engagements, including acting as a limited plan fiduciary under ERISA §3(21) when advising retirement plans.
Noteworthy distinctions include the firm’s regular presentation of complimentary educational workshops on personal finance and investing and its willingness to manage institutional portfolios—both services that are less common among solo independent advisers. Fortress also offers clients alternative billing arrangements (asset-based portfolio management and flat-fee planning engagements) and delivers client reporting and reviews on a scheduled and as-needed basis.
Client services
Financial planning
Portfolio management
Educational seminars or workshops
Fee options
Financial planning flat fee between $3,500 and $10,000 for initial plan; ongoing financial planning flat fee $5,000 to $15,000 annually, billed monthly
$500,000 - $999,999: 1.00% annually $1,000,000 - $2,999,999: 0.75% annually $3,000,000 - $4,999,999: 0.60% annually $5,000,000+: 0.35% annually
$400 per hour for financial planning, billed in 10-minute increments
Account minimum: $500,000 Minimum fee: $5,000 minimum annual fee ($416.67 per month) for portfolio management Fee-only: Flat fee financial planning: $5,000 to $15,000 annually, billed monthly in arrears; hourly financial planning: $400/hour, billed in 10-minute increments
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Main office location
Fortress Capital Advisors
Carmel IN, United States
Number of offices
1
Forms ADV
Quick links
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