Best Investors
Account
Sign in
Best Investors
Account
Sign in
Fortis Capital Advisors, LLC CRD 309709
$1.62B regulatory AUM 7 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
7301 Mission Road Suite 326, Prairie Village, KS 66208 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2024-11-19 |
Branch Locations
7301 Mission Road Suite 326, Prairie Village, KS 66208 • United States
201 Riverplace, Suite 500, Greenville, SC 29601 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nylife Securities Llc | Greenville | SC | 06/2015 | 12/2018 |
| Ase Financial Advisory Group | Greenville | SC | 12/2018 | 11/2024 |
| Kestra Financial, Inc. | Greenville | SC | 12/2018 | 09/2021 |
| Belpointe Asset Management, Llc | Reno | NV | 09/2021 | 11/2024 |
| Fortis Capital Advisors, Llc | Prairie Village | KS | 11/2023 | Present |
1) Business Name: Horizon Private Wealth Investment Related: Yes Address: same address as branch Nature of Business: DBA for insurance and investment business Position, Title or Relationship: Senior Business Consultant Start Date: 11/2024 Hours per month: 40 Hours per month during trading hours: 40 hours Duties: Grow the practice by converting leads from referrals, internal staff, and business partners into new clients 2) Business Name: Jetcor LLC Investment Related: Yes Address: PO Box 1236 Taylors SC 29687 Nature of Business: Real Estate Position, Title or Relationship: Owner Start Date: 8/10/2015 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: Buy, update and rent properties
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-03-01 |
| S63 | Uniform Securities Agent State Law Examination | 2015-04-21 |
Reach out to this advisor