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FORTIS CAPITAL ADVISORS, LLC

PRAIRIE VILLAGE, KS · CRD 309709 · IAPD ↗ · fortiscapitaladvisors.com · (913) 222-8862

$1.62BRegulatory AUM
57Advisory reps
68Employees
7Clients
11-25Planning clients
0Private funds
37States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
October 2026 — FORTIS CAPITAL ADVISORS, LLC notice-filed in ID.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
April 2026 — FORTIS CAPITAL ADVISORS, LLC notice-filed in IN, MN, NV, VT.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
66
April 2026 — FORTIS CAPITAL ADVISORS, LLC reported RAUM up 33% ($1.21B -> $1.62B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
55
April 2025 — FORTIS CAPITAL ADVISORS, LLC added office(s): 32 -> 40 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
55
April 2025 — FORTIS CAPITAL ADVISORS, LLC notice-filed in AL, OH, RI, TN, WI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
63
April 2025 — FORTIS CAPITAL ADVISORS, LLC reports 11-25 financial-planning clients, up from 1-10.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
85
April 2025 — FORTIS CAPITAL ADVISORS, LLC crossed $1B in regulatory AUM ($630.6M -> $1.21B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
April 2025 — FORTIS CAPITAL ADVISORS, LLC grew from 37 to 54 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
45
December 2024 — FORTIS CAPITAL ADVISORS, LLC notice-filed in MS.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
51
November 2024 — FORTIS CAPITAL ADVISORS, LLC notice-filed in AR, LA, NE, WA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
November 2024 — FORTIS CAPITAL ADVISORS, LLC added office(s): 20 -> 32 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
70
November 2024 — FORTIS CAPITAL ADVISORS, LLC crossed $500M in regulatory AUM ($331.8M -> $630.6M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
81
November 2024 — FORTIS CAPITAL ADVISORS, LLC grew from 24 to 37 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
45
June 2024 — FORTIS CAPITAL ADVISORS, LLC notice-filed in MO.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
48
April 2024 — FORTIS CAPITAL ADVISORS, LLC moved its main office from RENO, NV to PRAIRIE VILLAGE, KS.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
53
April 2024 — FORTIS CAPITAL ADVISORS, LLC added office(s): 13 -> 20 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
53
April 2024 — FORTIS CAPITAL ADVISORS, LLC notice-filed in AZ, CO, GA, ME, TX, VA, VT.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
61
April 2024 — FORTIS CAPITAL ADVISORS, LLC reports 11-25 financial-planning clients, up from 1-10.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
65
April 2024 — FORTIS CAPITAL ADVISORS, LLC reported RAUM up 35% ($245.3M -> $331.8M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
79
April 2024 — FORTIS CAPITAL ADVISORS, LLC grew from 13 to 24 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
42
March 2024 — FORTIS CAPITAL ADVISORS, LLC notice-filed in NH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
44
February 2024 — FORTIS CAPITAL ADVISORS, LLC notice-filed in IL, MI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

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