Asset manager · Wayne, PA
Fortis Advisors, LLC
SEC-registered investment adviser · CRD 164498 · SEC 801-80177
At a glance
Fortis Advisors, LLC is an SEC-registered investment adviser based in Wayne, Pennsylvania, with $584 million in regulatory assets under management as of its Form ADV filed March 27, 2026. Its largest client group by assets is high-net-worth individuals, and it reports 79 individual clients. By Form ADV it is a asset manager, ranked 1,610th of 3,218 asset managers and 7,202nd of 17,210 SEC-registered advisers by assets.
Main office 610-313-0910fortis-wealth.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $584M
- Rank among asset managers
- #1,610 of 3,218
- Rank among all SEC RIAs
- #7,202 of 17,210
- Rank in Pennsylvania
- #262 of 564
- Individual clients
- 79
- High-net-worth clients
- 28
- Accounts
- 344
- Discretionary
- 73% of AUM
- Employees
- 5
- Advisory staff
- 3
- Offices
- 1
Owners and executives on its Form ADV
- Derek B. BolesPresident
- Colleen A. KellyChief Compliance Officer
Custody and brokerage
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 28 | $199M | 34% |
| Pooled investment vehicles | 6 | $163M | 28% |
| Other investment advisers | – | $150M | 26% |
| Other | 6 | $47M | 8% |
| Individuals | 51 | $22M | 4% |
| Pension and profit sharing plans | – | $2M | <1% |
| Corporations or other businesses | – | $1M | <1% |
Private funds
Fortis Advisors, LLC reports 6 private funds with $163M in gross assets: real estate funds, securitized asset funds (Form ADV Item 7.B).
Disciplinary disclosures
Fortis Advisors, LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses and institutions
- Selecting other advisers
- Periodicals or newsletters
- Educational seminars and workshops
How it’s paid
- A percentage of assets under management
- Hourly charges
- Fixed fees
- Performance-based fees
Form ADV and brochures on the SEC’s adviser search ↗fortis-wealth.com ↗
AtlasMembers
The full record on Fortis Advisors, LLC
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
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- Growth over one, three and five years
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- Rank against 1,013 peers of its type and size
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- Owners and executives, with titles and stakes
- 2 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Fortis Advisors, LLC manage?
Fortis Advisors, LLC reports $584 million in regulatory assets under management across 344 accounts, 73% of it on a discretionary basis, on its Form ADV filed March 27, 2026.
What kind of firm is Fortis Advisors, LLC?
Fortis Advisors, LLC is a asset manager by its Form ADV answers. Most of its assets are managed for funds, institutions or other businesses rather than individuals.
Who are Fortis Advisors, LLC’s clients?
By assets, its largest client types are high-net-worth individuals ($199 million, 28 clients); pooled investment vehicles ($163 million, 6 clients); other investment advisers ($150 million).
Does Fortis Advisors, LLC manage private funds?
Yes. It reports 6 private funds with $163 million in gross assets, including real estate funds, securitized asset funds.
Does Fortis Advisors, LLC have any disciplinary history?
Fortis Advisors, LLC reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Fortis Advisors, LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-03-27), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →