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FORTIS CAPITAL MANAGEMENT LLC
CRD 172198File 801-113097
APPROVED
Retail clients
Custody
Filing as of Apr 29, 2026
Feed vintage Aug 17, 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
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 |
|---|---|---|---|
| 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.