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FORTIS GROUP ADVISORS LLC

WESTWOOD, NJ · CRD 290427 · IAPD ↗ · 201-383-0630

$822.4MRegulatory AUM
24Advisory reps
29Employees
37Clients
26-50Planning clients
0Private funds
31States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
April 2026 — FORTIS GROUP ADVISORS LLC notice-filed in AZ.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
64
April 2026 — FORTIS GROUP ADVISORS LLC reports 26-50 financial-planning clients, up from 1-10.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
68
April 2026 — FORTIS GROUP ADVISORS LLC now reports custody of client assets ($131.2M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
45
December 2025 — FORTIS GROUP ADVISORS LLC notice-filed in VT.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
49
July 2025 — FORTIS GROUP ADVISORS LLC notice-filed in IA, SD, TN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
47
March 2025 — FORTIS GROUP ADVISORS LLC notice-filed in NH, WI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
March 2024 — FORTIS GROUP ADVISORS LLC notice-filed in HI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
61
March 2024 — FORTIS GROUP ADVISORS LLC reports 1-10 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

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