Mathew Joseph Hultquist

Employer firm

Fortis Capital Advisors, LLC CRD 309709

$1.62B regulatory AUM 7 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2003 → Present
  The Hultquist Firm Cpa, P.C.
  Greenville, SC
• 12/2025 → Present
  Fortis Capital Advisors, Llc
  Prairie Village, KS

Previous Registrations

• 2007-05-03 → 2007-11-01
  Transamerica Financial Advisors, Llc
  Greenville, SC
  Greenville, SC
  Clearwater, FL
• 2006-06-02 → 2006-11-06
  Ic Advisory Services, Inc.
  Bridgewater, NJ
• 2005-07-25 → 2006-06-16
  Bradford Investment Management, Llc
  Greenville, SC
• 2006-02-14 → 2006-06-02
  The Investment Center, Inc.
  Greenville, SC
  Simpsonville, SC
• 2002-05-21 → 2004-12-31
  Bradford Investment Management, Llc
  Santa Fe, NM

Other Businesses

1) THE HULTQUIST FIRM CPA, C.P. 3515 PHELHAM RD STE 101 GREENVILLE, SC 29615. 100% OWNER/PRESIDENT. MANAGE DAILY ACTIVITIES OF CPA FIRM. NON INVEST RELATED. APPROX 80HRS/MO & 32 HRS/MO DURING TRADING HRS. STARTED 05/2003. 2) Y KNOT FARM LLC, NON-INVESTMENT RELATED, RESIDENCE, FARM, PRESIDENT, START DATE 2022, GROW CROPS, 30 HRS/MO 3) MJH REAL ESTATE LLC, INVESTMENT RELATED, 164 MILESTONE WAY STE 100, GREENVILLE SC 29615, REAL ESTATE INVESTMENT FOR OFFICE SPACE, PRESIDENT, START DATE 2021, REAL ESTATE HOLDING; 1 HRS/MO NOT DURING TRADING HOURS 4) QBU LLC, INVESTMENT RELATED, 164 MILESTONE WAY STE 100, GREENVILLE SC 29615, QUICKBOOKS TRAINING VIDEOS, PRESIDENT, START DATE 2012, RECORDED TRAINING VIDEOS; 1 HRS/MO NOT DURING TRADING HOURS

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-01-16
• S63 Uniform Securities Agent State Law Examination
  2006-06-14