Keith Allen Jaworski

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

• 01/2012 → 02/2019
  Patton Albertson & Miller Llc
  Atlanta, GA
• 03/2019 → 12/2019
  Doyle Wealth Management, Inc
  St. Petersburg, FL
• 01/2020 → Present
  Quantimental Investments, Llc
  Bradenton, FL
• 12/2024 → Present
  Fortis Capital Advisors, Llc
  Prairie Village, KS

Previous Registrations

• 2021-07-02 → 2025-02-26
  Quantimental Investments Llc
  Bradenton, FL
• 2018-01-19 → 2020-07-07
  Patton Albertson Miller Group, Llc
  Atlanta, GA
• 2019-03-29 → 2020-01-03
  Ci Doyle Private Wealth, Llc
  St. Petersburg, FL
• 2015-12-04 → 2017-12-31
  Patton Albertson Miller Group, Llc
  Atlanta, GA
• 2012-02-17 → 2015-11-30
  Patton Albertson & Miller Llc
  Atlanta, GA
• 2009-05-01 → 2011-12-31
  Falcon Asset Management, Llc
  Alparetta, GA
• 2010-10-29 → 2011-12-31
  Alpha Asset Management, Llc
  Alpharetta, GA

Other Businesses

1) KKJ, LLC; residential address; real estate investments; Title - Member; Start - 2005; 8 hours per month, 0 hours during trading hours; interact with leasing company, property management company and accountant 2) Quantimental Strategies Group, LLC, investment related, residential address, parent company of marketing brand for investment practice (Compass Wealth Solutions), member, 150 hours per month during trading hours, start 11/2024. 3) Quantimental Investments, LLC, investment related, residential address, investment banking referrals, owner, 5 hours per month during trading, start 03/2024.

Exams

• S63 Uniform Securities Agent State Law Examination
  1984-07-25

Designations

• Chartered Financial Analyst