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FORT ADVISORS INC

AUSTIN, TX · CRD 299243 · IAPD ↗ · 512-433-6492

$146.3MRegulatory AUM
3Advisory reps
3Employees
0Clients
0Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

65
April 2025 — FORT ADVISORS INC now reports custody of client assets ($45.1M).
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.