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FORTIS ADVISORS, LLC
CRD 164498File 801-80177
APPROVED
Retail clients
Custody
Filing as of Mar 27, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$584.3M
Above cohort median (national)
Discretionary AUM
$427.2M
Non-discretionary $157.1M
Clients
85
344 accounts
Employees
5
Above cohort median in PA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Aug 26, 2014
- Principal office
- 656 E. SWEDESFORD ROAD, SUITE 330, WAYNE, PA, 19087
- Phone
- 610-313-0910
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $584.3M
- Discretionary AUM
- $427.2M
- Non-discretionary AUM
- $157.1M
- Discretionary accounts
- 273
- Non-discretionary accounts
- 71
- Total accounts
- 344
- AUM per client
- $6.9M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $836K |
| Other investment advisers | Fewer than 5 | $150.2M |
| High net worth individuals | 28 | $198.9M |
| Pooled investment vehicles | 6 | $163.1M |
| Pension and profit sharing plans | Fewer than 5 | $2.4M |
| Individuals (other than high net worth individuals) | 51 | $21.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Other
- Publications
- Financial planning services
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 17, 2026 | Clients | 91 | 85 |
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.