Fort Advisors provides financial planning, portfolio management for individuals and small businesses, and selecting other managers.
Fort Advisors reports 414 clients. They include 367 individual clients and 47 high-net-worth individuals. Of its assets, 100.0% ($146M across 713 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 89% | 50% |
| High-net-worth individuals | 11% | 50% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 367 | $73.3M | 50.1% | $200K |
| High-net-worth individuals | 47 | $73.1M | 49.9% | $1.55M |
| Total | 414 | $146M | 100% | $353K |
- Clients
- 367
- Regulatory AUM
- $73.3M
- AUM share
- 50.1%
- Avg. per client
- $200K
- Clients
- 47
- Regulatory AUM
- $73.1M
- AUM share
- 49.9%
- Avg. per client
- $1.55M
Total
- Clients
- 414
- Regulatory AUM
- $146M
- AUM share
- 100%
- Avg. per client
- $353K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
Fort Advisors is paid through a percentage of assets under management, hourly charges and fixed fees (other than subscription fees). The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial planning and consulting
- Financial planning and consulting fees are negotiable: hourly up to $500 per hour, or a fixed fee of $500 to $20,000, with half paid on signing.
Justin Fort owns 75% or more of Fort Advisors. The leadership team of Fort Advisors includes Chief Compliance Officer Justin Fort. It has 3 employees.
Staff
- 3 employees
- 3 in advisory functions
- 3 state-registered reps
- 3 insurance agents
- Owns 75% or more of Fort Advisors Inc
Justin Fort
Control person · since September 2018
Fort Advisors’ regulatory assets grew from $102M (June 2023) to $146M (March 2026); clients rose from 271 to 414 and employees were 3 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Mar 2026March 2026 | $146M | 414 | 3 | 4 |
| Apr 2025April 2025 | $128M | 410 | 3 | 4 |
| Mar 2024March 2024 | $111M | 425 | 3 | 6 |
| Jun 2023June 2023 | $102M | 271 | 3 | 3 |
Besides its headquarters, Fort Advisors has 3 offices, with 4 listed addresses in 1 state.
Texas · 4 listed addresses
- 7701 San Felipe BLVD., Suite 100, AustinHQ
- 24044 Cinco Village Center BLVD, Katy
- 6701 Sanger Ave. Suite 105b, Waco
- 4200 Hulen Street, Fort Worth
Contact and registration details
- Legal name
- Fort Advisors Inc
- Headquarters
- 7701 San Felipe BLVD., Suite 100, Austin, TX 78729
- Website
- fortwm.com
- Phone
- 512-433-6492
- @fort-wealth-management-inc
- SEC file
- 801-128317
- Structure
- Texas corporation
- Fiscal year end
- December
Fort Advisors’ named custodian for separately managed accounts is Charles Schwab ($146M). Fort Advisors has custody of $85.3M for 161 clients.
- Charles SchwabCharles Schwab & Co., Inc. · Omaha, NE · $146M100%
At year end, Fort Advisors’ separately managed accounts were mostly in stocks (87%).
What the accounts hold
- Stocks87%
- Exchange-traded equities79%
- Non-exchange-traded equities8%
- Funds4%
- Bonds6%
- State and local bonds4%
- U.S. government and agency bonds1%
- Investment grade corporate bonds1%
- Cash3%
How many clients does Fort Advisors have?
Fort Advisors has 414 clients and manages $146 million for them, as of March 2026. They include 367 individual clients and 47 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 28 March 2026
What services does Fort Advisors offer?
Fort Advisors provides financial planning, portfolio management for individuals and small businesses, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Fort Advisors use?
Fort Advisors’ separately managed account assets are held at Charles Schwab & Co., Inc. (Omaha, NE), with $146M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 28 March 2026
How many financial advisors does Fort Advisors have?
Fort Advisors has 3 investment adviser representatives registered with state securities authorities, out of 3 employees, and 3 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 3 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Fort Advisors invest in?
At the end of its last fiscal year, Fort Advisors’ separately managed accounts held 79% exchange-traded equities, 8% non-exchange-traded equities, 4% state and local bonds, 4% registered funds (mutual funds, ETFs, BDCs), 3% cash and equivalents, 1% U.S. government and agency bonds and 1% investment grade corporate bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Fort Advisors?
Fort Advisors’ direct owner is Justin Fort (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 28 March 2026
How does Fort Advisors get paid?
Fort Advisors is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Fort Advisors?
Fort Advisors’ main office is at 7701 San Felipe BLVD., Suite 100, Austin, TX 78729. Its phone number is 512-433-6492. Its website is fortwm.com.