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FORTIS CAPITAL MANAGEMENT LLC
FORTIS CAPITAL MANAGEMENT LLC was listed as registered with the SEC in the IAPD firm compilation observed on 2026-10-22. In Form ADV filed on 2026-04-29, it...
Overview
FORTIS CAPITAL MANAGEMENT LLC was listed as registered with the SEC in the IAPD firm compilation observed on 2026-10-22. In Form ADV filed on 2026-04-29, it reported 22 employees; 688 advisory accounts; services including Educational seminars and workshops, Financial planning, Portfolio management for businesses and institutional clients, Portfolio management for individuals and small businesses, Portfolio management for pooled investment vehicles, Publication of periodicals or newsletters; client categories including Charitable organizations, High net worth individuals, Individuals (other than high net worth individuals), Pension and profit sharing plans, Pooled investment vehicles; compensation arrangements including A percentage of assets under management, Fixed fees, Hourly charges, Performance-based fees. These are dated adviser-reported facts, not independently verified by Altss. Registration does not constitute approval or endorsement. This historical filing does not establish current registration status or operations.
General information
Firm type
Registered Investment Adviser
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