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Fortis Capital Advisors, LLC

● SEC registered since 2020CRD 309709SEC# 801-119354Prairie Village, KS
Export (members)
Reg. AUM
$1.21B
Employees
69
Accounts
3,774
Location
Prairie Village, KS

Fortis Capital Advisors, LLC assets under management

Fortis Capital Advisors, LLC is an investment advisory firm registered with the SEC based in Prairie Village, KS. The firm has been registered since 2020. It reports $1.2 billion in regulatory assets under management and employs 69 people.
www.fortiscapitaladvisors.comView on SEC.gov ↗

Fortis Capital Advisors, LLC owners & executives

4 reported
NameTitleOwnershipSince
Belena Gay Vincetti ControlChief Compliance OfficerUnder 5%2021
Donatella Gugliotti Malitsky ControlMemberOver 75%2021
Robert Michael Hagg ControlChief Executive Officer5-10%2020
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Frequently asked questions

How much does Fortis Capital Advisors, LLC manage?

Fortis Capital Advisors, LLC reports $1.2 billion in regulatory assets under management on its Form ADV.

How many employees does Fortis Capital Advisors, LLC have?

Fortis Capital Advisors, LLC reports 69 employees.

Where is Fortis Capital Advisors, LLC located?

Fortis Capital Advisors, LLC is based in Prairie Village, KS and has been SEC-registered since 2020.

Does Fortis Capital Advisors, LLC disclose fund performance?

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

Contact & registration

Address7301 Mission Road, Suite 326, Prairie Village, KS 66208
Phone(913) 222-8862
Office hours8a.m. To 5p.m.
SEC regionDenver Regional Office (DRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$1.21B
Non-discretionary$0
Total (RAUM)$1.21B