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John Mcdonald Turman

Fortis Capital Advisors, LLC

Green Valley, AZ

Prairie Village, KS

CRD 3026642

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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:

Current Employers
Fortis Capital Advisors, Llc

7301 Mission Road Suite 326, Prairie Village, KS 66208 • United States

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2026-05-29
  • AZ RA
    APPROVED
    Since 2026-05-29

Branch Locations

Green Valley, AZ • United States

7301 Mission Road Suite 326, Prairie Village, KS 66208 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Insurance Agent Corvallis-Salem OR 10/1990 Present
Turman Financial Group, Llc Corvallis OR 08/2009 01/2025
Fortis Capital Advisors, Llc Prairie Village KS 09/2024 Present
  • 10/1990 → Present
    Insurance Agent
    Corvallis-Salem, OR
  • 08/2009 → 01/2025
    Turman Financial Group, Llc
    Corvallis, OR
  • 09/2024 → Present
    Prairie Village, KS
Previous Registrations
  • 2009-10-06 → 2025-01-24
    Turman Financial Group, Llc
    Corvallis, OR
  • 1999-09-02 → 2010-01-14
    Investacorp Advisory Services Inc
    Corvallis, OR
Other Businesses

Fixed Insurance Sales, investment related, same address as branch, start 1991, sales and servicing of fixed insurance products, <1 hour per month during trading hours, sales.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2009-06-23
S63 Uniform Securities Agent State Law Examination 1998-03-21
  • S65 Uniform Investment Adviser Law Examination
    2009-06-23
  • S63 Uniform Securities Agent State Law Examination
    1998-03-21

View on SEC IAPD

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