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| Fortis Capital Advisors LLC
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|---|---|
| CRD # | 309709 |
| SEC # | 801-119354 |
| CIK # | 0001959790 |
| AUM | 1,615.6 M (2026-06-04) |
| Employees | 68 (84% Investors, 21% Brokers) |
| Fees | |
| Minimum | |
| Phone | 913-222-8862 |
| Address | 7301 Mission Road Prairie Village, KS 66208 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) |
|---|---|---|
| Nvidia Corp | 42.5 | |
| Apple Inc | 22.1 | |
| Microsoft Corp | 15.2 | |
| Amazon Com Inc | 13.9 | |
| Alphabet Inc | 7.5 | |
| Palantir Technologies Inc | 7.5 | |
| Facebook Inc | 7.4 | |
| Netflix Inc | 6.3 | |
| Tesla Motors Inc | 5.5 | |
| SPDR Gold Trust | 5.2 |
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,764 | 474.8 |
| (b) Individuals (high net worth individuals) | 363 | 1,038.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 24 | 50.3 |
| (h) Charitable organizations | 2 | 2.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 18 | 50.0 |
| (n) Other | 0 | 0.0 |
| Total | 4,475 | 1,615.6 |
| By Discretionary | ||
| Discretionary | 4,475 | 1,615.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 4,475 | 1,615.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 7.3 | |
| United States Persons | 1,608.3 | |
| Total | 4,475 | 1,615.6 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001959790] |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 7 (1 non-US) |
| Serves | Institutional, Retail, Research |
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|---|---|---|
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