FORTIS GROUP ADVISORS LLC

CRD 290427File 801-112236

APPROVED

Retail clients

Custody

Filing as of Mar 30, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$822.4M

Above cohort median (national)

Discretionary AUM

$800.4M

Non-discretionary $22.0M

Clients

2,604

5,234 accounts

Employees

Above cohort median in NJ

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: NYRO
Registration date: Jan 2, 2018
Principal office: 345 KINDERKAMACK ROAD, SUITE B, WESTWOOD, NJ, 07675
Phone: 201-383-0630
Website: https://www.facebook.com/cornerstoneassetmanagement/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $822.4M
Discretionary AUM: $800.4M
Non-discretionary AUM: $22.0M
Discretionary accounts: 4,540
Non-discretionary accounts: 694
Total accounts: 5,234
AUM per client: $316K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	12	$5.4M
Charitable organizations	13	$20.5M
High net worth individuals	190	$342.2M
Pension and profit sharing plans	13	$9.9M
Individuals (other than high net worth individuals)	2,376	$444.3M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Financial planning services
Selection of other advisers
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: Yes
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This 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.