Dieter Udo Drews

Employer firm

Fortis Capital Management LLC CRD 172198

$1.16B regulatory AUM 2 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Periodicals / newsletters
• 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

• 06/2005 → Present
  Prism Capital Management, Llc
  Burlington, WA
• 01/2024 → Present
  Prism Tax And Accounting Services, Llc
  Burlington, WA
• 10/2025 → Present
  Fortis Capital Management Llc
  Bellevue, WA

Previous Registrations

• 2006-04-20 → 2026-04-27
  Prism Capital Management
  Mount Vernon, WA
  Seattle, WA
  Sequim, WA
  Burlington, WA
  Seattle, WA
• 2001-02-06 → 2005-06-09
  Charles Schwab & Co., Inc.
  Seattle, WA

Other Businesses

(1) Glacier Holdings LLC; Glacier Sports & Glacier Pacific Northwest (Trust Services); P.O. Box 596, La Conner, WA 98527; Not investment-related; Sporting Goods /Fiduciary Services; Owner; Start Date: 12/06/2018; Devote approximately 8 hours per month to this business, none during securities trading hours. (2) Prism Tax and Accounting Services, LLC; 1912 S Burlington Avenue, Burlington, WA 98233; Tax and Accounting Services; Start Date: 01/02/2024; 20 hours per month, none during securities trading hours; Oversee business activities.

Exams

• S63 Uniform Securities Agent State Law Examination
  1999-07-02
• S65 Uniform Investment Adviser Law Examination
  1999-07-02

Other Names

• Dieter Drews
• Dieter Udo Drews