FORTIS CAPITAL ADVISORS, LLC

CRD 309709File 801-119354

APPROVED

Retail clients

Filing as of Jun 4, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$1.62B

Top 25% of cohort (national)

Discretionary AUM

$1.62B

Clients

2,171

4,475 accounts

Employees

Top 25% of cohort in KS

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: DRO
Registration date: Aug 28, 2020
Principal office: 7301 MISSION ROAD, SUITE 326, PRAIRIE VILLAGE, KS, 66208
Phone: (913) 222-8862
Website: https://www.compass-wealth-solutions.com/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $1.62B
Discretionary AUM: $1.62B
Non-discretionary AUM: $0
Discretionary accounts: 4,475
Non-discretionary accounts: 0
Total accounts: 4,475
AUM per client: $744K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	18	$50.0M
Charitable organizations	2	$2.0M
High net worth individuals	363	$1.04B
Pension and profit sharing plans	24	$50.3M
Individuals (other than high net worth individuals)	1,764	$474.8M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

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

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
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.