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FORTIS CAPITAL MANAGEMENT LLC
CRD 172198File 801-113097
APPROVED
Retail clients
Custody
Filing as of Apr 29, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.16B
Above cohort median (national)
Discretionary AUM
$1.16B
Non-discretionary $3.0M
Clients
688
688 accounts
Employees
22
Top 25% of cohort in WA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Apr 27, 2018
- Principal office
- 3600 136TH PL SE, SUITE 270, BELLEVUE, WA, 98006
- Phone
- 425-453-5010
- Website
- HTTP://WWW.FORTIS.CAPITAL
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.16B
- Discretionary AUM
- $1.16B
- Non-discretionary AUM
- $3.0M
- Discretionary accounts
- 684
- Non-discretionary accounts
- 4
- Total accounts
- 688
- AUM per client
- $1.7M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $3.3M |
| High net worth individuals | 267 | $912.2M |
| Pooled investment vehicles | 2 | $143.4M |
| Pension and profit sharing plans | 19 | $24.4M |
| Individuals (other than high net worth individuals) | 398 | $78.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Hourly charges
- Other (described) — NET WORTH BASED PERCENTAGE OF VALUE
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Other
- Publications
- Financial planning services
- 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
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 20 | 22 | increased by2 |
| Apr 1, 2026 | Clients | 489 | 688 | increased by199 |
| Apr 1, 2026 | AUM | $775,879,246 | $1,161,542,535 | increased by$385,663,289 |
| Apr 1, 2026 | Accounts | 485 | 688 | increased by203 |
| Dec 1, 2025 vs May 1, 2025 | Employees | 12 | 20 | increased by8 |
| Dec 1, 2025 vs May 1, 2025 | Clients | 350 | 489 | increased by139 |
| Dec 1, 2025 vs May 1, 2025 | AUM | $726,261,882 | $775,879,246 | increased by$49,617,364 |
| Dec 1, 2025 vs May 1, 2025 | Accounts | 350 | 485 | increased by135 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 8 | 12 | increased by4 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 202 | 350 | increased by148 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $234,597,980 | $726,261,882 | increased by$491,663,902 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 204 | 350 | increased by146 |
| Apr 1, 2022 | Clients | 143 | 202 | increased by59 |
| Apr 1, 2022 | AUM | $155,733,693 | $234,597,980 | increased by$78,864,287 |
| Apr 1, 2022 | Accounts | 145 | 204 | increased by59 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “FORTIS CAPITAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“FORTIS CAPITAL” may also match similarly-named firms). Confirm identity against each filing.
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.