Managing Member · Fortis Capital Management LLC
Brendan J. McAuliffe
CRD 6801973 · Named on Form ADV at one SEC-registered adviser
At a glance
Fortis Capital Management LLC, an SEC-registered wealth manager based in Bellevue, WA with $1.2 billion in regulatory assets, lists Brendan J. McAuliffe on its Form ADV as Managing Member, a control person.
Firms and roles
- Fortis Capital Management LLCManaging MemberWealth manager · Bellevue, WA · $1.2B in regulatory assets
AtlasMembers
Brendan’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Michael R. BoroughsChief Compliance Officer, Fortis Capital Management LLC
- Paul E. MislehElected Manager, Fortis Capital Management LLC
- James D. RudolfElected Manager, Fortis Capital Management LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Brendan’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.