Patrick Allan Thomas

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

• 04/2012 → 10/2020
  Lindner Capital Advisors
  Marietta, GA
• 10/2020 → 04/2024
  Cardea Capital Advisors, Llc
  Atlanta, GA
• 04/2024 → 02/2026
  Mpwm Advisory Solutions, Llc
  Alpharetta, GA
• 04/2026 → Present
  Fortis Capital Advisors, Llc
  Prairie Village, KS

Previous Registrations

• 2026-05-28 → 2026-08-05
  Mpwm Advisory Solutions Llc
  Alpharetta, GA
• 2021-01-19 → 2026-05-22
  Cardea Capital Advisors, Llc
  Vero Beach, FL
• 2019-12-05 → 2020-12-23
  Lindner Capital Advisors, Inc.
  Atlanta, GA
• 2019-08-05 → 2019-08-20
  San Blas Advisory, Inc.
  Atlanta, GA
• 2012-07-11 → 2019-08-06
  Lindner Capital Advisors, Inc.
  Marietta, GA
• 2015-02-13 → 2016-12-09
  Private Wealth Advisory Group, Inc.
  Marietta, GA
• 2011-10-28 → 2012-05-07
  Summit Wealth Management, Inc
  Atlanta, GA
• 2010-02-19 → 2010-12-31
  The Meyers Group, Inc.
  Atlanta, GA

Other Businesses

Fixed insurance sales, investment related, same address as branch, sales of fixed insurance products, salesperson, <1 hour per month.

Exams

• S65 Uniform Investment Adviser Law Examination
  2009-08-04
• S63 Uniform Securities Agent State Law Examination
  1981-07-27