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Fort Advisors Inc

● SEC registered since 2023CRD 299243SEC# 801-128317Austin, TX
Export (members)
Reg. AUM
$127.6M
Employees
3
Accounts
687
Location
Austin, TX

Fort Advisors Inc assets under management

Fort Advisors Inc is a registered investment adviser overseen by the SEC based in Austin, TX. The firm has been registered since 2023. It reports $127.6 million in regulatory assets under management and employs 3 people.
www.linkedin.com/company/fort-wealth-management-incView on SEC.gov ↗

Fort Advisors Inc owners & executives

1 reported
NameTitleOwnershipSince
Justin Lee Fort ControlShareholder/Chief Compliance OfficerOver 75%2018

Frequently asked questions

How much does Fort Advisors Inc manage?

Fort Advisors Inc reports $127.6 million in regulatory assets under management on its Form ADV.

How many employees does Fort Advisors Inc have?

Fort Advisors Inc reports 3 employees.

Where is Fort Advisors Inc located?

Fort Advisors Inc is based in Austin, TX and has been SEC-registered since 2023.

Does Fort Advisors Inc disclose fund performance?

Fort Advisors Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address7701 San Felipe Blvd., Suite 100, Austin, TX 78729
Phone512-433-6492
FaxN/A
Office hoursNot Applicable - Office Visits By Appointment Only
SEC regionFort Worth Regional Office (FWRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$127.6M
Non-discretionary$0
Total (RAUM)$127.6M