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| Happy Holidays!! thanks for using AUM13F!! |
| Fortis Capital Advisors LLC
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| CRD # | 309709 |
| SEC # | 801-119354 |
| CIK # | 0001959790 |
| AUM | $1.2 B (2025-03-30) |
| Employees | 69 (78% Investors, 23% Brokers) |
| Phone | 913-222-8862 |
| Address | 7301 Mission Road Prairie Village, KS 66208 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001959790 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 34.3 | ||
| Microsoft Corp | 15.8 | ||
| Apple Inc | 14.8 | ||
| Amazon Com Inc | 10.0 | ||
| Facebook Inc | 8.1 | ||
| Palantir Technologies Inc | 7.4 | ||
| Netflix Inc | 6.7 | ||
| Tesla Motors Inc | 4.5 | ||
| SPDR Gold Trust | 4.2 | ||
| Alphabet Inc | 3.9 | ||
| Costco Wholesale Corp /NEW | 3.3 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,560 | 384.2 |
| (b) Individuals (high net worth individuals) | 270 | 767.2 |
| (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 | 33.6 |
| (h) Charitable organizations | 0 | 0.0 |
| (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 | 20 | 27.2 |
| (n) Other | 0 | 0.0 |
| Total | 3,774 | 1,212.2 |
| By Discretionary | ||
| Discretionary | 3,774 | 1,212.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 3,774 | 1,212.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 2.8 | |
| United States Persons | 1,209.4 | |
| Total | 3,774 | 1,212.2 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001959790] |
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|---|---|---|
|
Wright Investors Service Inc
✚
|
CT | 1.2 |
|
Balefire LLC
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TX | 1.2 |
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Acorn Financial Advisory Services Inc
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VA | 1.2 |
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Apriem Advisors
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CA | 1.2 |
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Level Four Capital Management
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TX | 1.2 |
|
Independent Solutions Wealth Management LLC
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NY | 1.2 |
|
Payne Capital Management LLC
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|
NY | 1.2 |
|
Triangle Securities Wealth Management Inc
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|
NC | 1.2 |
|
Hottinger & Co Limited
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|
1.2 | |
|
Great Waters Wealth Management
✚
|
MN | 1.2 |