firm profile
Fortis Capital Advisors, LLC
Overview
Fortis Capital Advisors, LLC is an SEC registered investment adviser based in Prairie Village, KS, registered since 2020. It reports $1.6B in assets under management across 4,475 accounts, with 68 employees. It has 68 investment adviser representatives.
- Reported AUM
- $1.6B
- Discretionary
- 100%
- Accounts
- 4,475
- Average account
- $361K
- Employees
- 68
- Advisory reps
- 68
- Registered since
- 2020
- Jurisdictions
- 37
As reported in the firm's September 2026 filing.
Contact
1 phone number on file
Practice
- Services
- Client types
- Fee structure
- Fixed Fees, Hourly Charges and Percentage of Assets. Sponsors a wrap fee program.
Executive officers 3 of 4
- Roman Moldavsky Chief Executive Officer CRD 4726235
- Belena Gay Vincetti Chief Compliance Officer CRD 5207515
- Robert Michael Hagg Chief Growth Officer CRD 4615628
1 more executive officer, with direct contact details
Advisory reps 3 of 68
- Albert Aaron Berg Insurance Agent · Registered Rep · Investment Adviser Rep CRD 5640255
- Steven Harold Berner Investment Adviser Rep CRD 2400702
- Megan A Casey Insurance Agent · Investment Adviser Rep CRD 5872640
65 more advisory reps, with emails, phones and branch locations
Location
- Headquarters
- 7301 Mission Rd Ste 326
Prairie Village, KS 66208 - County
- Johnson
- Metro area
- Kansas City, MO-KS
- Region
- Midwest
Registrations
- SEC registered
- Registered in 37 jurisdictions
- Website: fortiscapitaladvisors.com
Every state, with registration dates
Similar firms near Prairie Village
- Centralis Capital LLCPrairie Village, KS$60.3M AUM
- Pioneer Financial AdvisorsPrairie Village, KS$31.6M AUM
- Focal Point Financial GroupPrairie Village, KS$15M AUM
- Central States Capital Markets, LLCPrairie Village, KS$13.7M AUM
- KCN Management, LPPrairie Village, KS
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