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Fortis Portfolio Solutions, LLC CRD 314886
$140M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
200 E. Randolph St Suite 5100, Chicago, IL 60601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APP_PEND_IARCE | 2026-01-01 |
| IL | RA | APP_PEND_IARCE | 2026-01-01 |
| NH | RA | APPROVED | 2022-12-12 |
| TX | RA | APPROVED_RES | 2021-09-14 |
Branch Locations
200 E. Randolph St Suite 5100, Chicago, IL 60601 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Crossroads Advisory Group, Inc. | The Woodlands | TX | 09/2008 | 09/2018 |
| Polaris Greystone Financial Group, Llc | San Francisco | CA | 11/2013 | 06/2019 |
| Corecap Investments | Southfield | MI | 05/2017 | 08/2021 |
| Corecap Advisors | Southfield | MI | 05/2017 | Present |
| Fortis Portfolio Solutions | Schaumburg | IL | 05/2017 | Present |
| Crossroads Advisory Group | Schaumburg | IL | 09/2017 | Present |
*Fortis Consulting, LLC; Managing Partner; Consulting best practices for RIA Firms by providing best practice solutions for RIA firms; approx. 20 hours per month; approx. 0 hours per month during trading hours; similar clientele *Crossroads Advisory Group; President; Fee-Based IAR; approx. 80 hours per month; approx. 0 hours during trading hours; similar clientele
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-12-02 |
| S63 | Uniform Securities Agent State Law Examination | 2003-11-17 |
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