Karen Sullivan

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

• 04/2022 → 12/2024
  Mcadam, Llc Dba Lrvs Advisory, Llc
  Hingham, MA
• 06/2020 → 04/2022
  Sandhills General Store
  Scituate, MA
• 07/2017 → 06/2020
  Baltimore City Schools
  Baltimore City, MD
• 01/2013 → 07/2017
  Montgomery County Public Schools
  Silver Spring, MD
• 04/2022 → 12/2024
  Mcadam Llc, Dba Lrvs Advisory Llc
  Hingham, MA
• 12/2024 → Present
  Fortis Capital Advisors, Llc Dba Lrvs Advisory Group, Llc
  Prairie Village, KS
• 12/2024 → Present
  Belpointe Asset Management
  Reno, NV

Previous Registrations

• 2025-01-02 → 2026-06-11
  Belpointe Asset Management Llc
  Reno, NV
  Hingham, MA
• 2023-02-07 → 2025-01-29
  Mcadam Llc
  Radnor, PA
  Hingham, MA

Other Businesses

1) FORTIS CAPITAL ADVISORS, LLC DBA LRVS ADVISORY GROUP LLC, RIA, INVESTMENT RELATED. 04/2022-PRESENT. 72 SHARP ST SUITE A9 HINGHAM, MA 02043. INVESTMENT ADVISOR REPRESENTATIVE. 80 HRS/MONTH. 80 HRS/MONTH TRADING DURING TRADING. DUTIES: INVESTMENT RELATED ACTIVITIES. 2) INDEPENDENT INSURANCE AGENT, INVESTMENT RELATED, FIXED INSURANCE SALES. 04/2022 - PRESENT. 72 SHARE ST SUITE A9 HINGHAM, MA 02043. 5 HRS/MONTH. 5 HRS/MONTH DURING TRADING. DUTIES: FIXED INSURANCE SALES.

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-11-14

Other Names

• Karen Louise Sullivan