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FORTIS CAPITAL MANAGEMENT LLC

BELLEVUE, WA · CRD 172198 · IAPD ↗ · 425-453-5010

$1.16BRegulatory AUM
18Advisory reps
22Employees
2Clients
251-500Planning clients
2Private funds
7States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

51
April 2026 — FORTIS CAPITAL MANAGEMENT LLC notice-filed in AZ, MN, OR.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
85
April 2026 — FORTIS CAPITAL MANAGEMENT LLC crossed $1B in regulatory AUM ($775.9M -> $1.16B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
53
December 2025 — FORTIS CAPITAL MANAGEMENT LLC added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
74
December 2025 — FORTIS CAPITAL MANAGEMENT LLC grew from 11 to 17 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
45
April 2025 — FORTIS CAPITAL MANAGEMENT LLC notice-filed in NY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
61
April 2025 — FORTIS CAPITAL MANAGEMENT LLC reports 251-500 financial-planning clients, up from 101-250.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
70
April 2025 — FORTIS CAPITAL MANAGEMENT LLC crossed $500M in regulatory AUM ($496.9M -> $726.3M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
April 2025 — FORTIS CAPITAL MANAGEMENT LLC grew from 9 to 11 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
68
April 2024 — FORTIS CAPITAL MANAGEMENT LLC now reports custody of client assets ($156.3M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.