{"url":"https://nivawealth.com/firms/fort-advisors-299243","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/299243","regulatoryAum":146334109,"crd":"299243","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"3119029","suffix":null,"lastName":"COOK","firstName":"SAM","middleName":"GENE"},{"crd":"6015079","suffix":null,"lastName":"Fort","firstName":"Justin","middleName":"Lee"},{"crd":"6328329","suffix":null,"lastName":"PEARCY","firstName":"QUINC","middleName":"VERNE"}],"total":3,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2023-06-12","regulatoryAum":101800000,"clients":271,"employees":3,"offices":3},{"filedOn":"2024-03-25","regulatoryAum":111399766,"clients":425,"employees":3,"offices":6},{"filedOn":"2025-04-21","regulatoryAum":127647986,"clients":410,"employees":3,"offices":4},{"filedOn":"2026-03-28","regulatoryAum":146334109,"clients":414,"employees":3,"offices":4}],"secFileNumber":"801-128317","legalName":"Fort Advisors Inc","displayName":"Fort Advisors","slug":"fort-advisors-299243","website":"https://fortwm.com/","classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"linkedinUrl":"https://www.linkedin.com/company/fort-wealth-management-inc/","founded":null,"organization":"Texas corporation","fiscalYearEnd":"December","headquarters":{"street":"7701 San Felipe BLVD., Suite 100","city":"Austin","state":"TX","stateName":"Texas","country":"United States","postalCode":"78729"},"tradeNames":[],"registration":{"secApproved":"13 July 2023","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":353464.03140096617,"staff":{"employees":3,"advisory":3,"brokerDealerReps":0,"insuranceAgents":3,"promoters":0},"aum":{"regulatory":146334109,"discretionary":146334109,"discretionaryAccounts":713,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"Individuals (other than HNW)","clients":367,"regulatoryAum":73275572},{"label":"High-net-worth individuals","clients":47,"regulatoryAum":73058537}],"feePrograms":[{"role":"other","program":"Financial planning and consulting","summary":"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.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1030297","versionId":1030297,"submittedOn":"2026-03-28","documentName":"ADV PART 2A-FORT ADVISORS"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed_no_numerical_schedule","checkedAt":"2026-10-22T16:12:06.35191+00:00","documents":[{"name":"ADV PART 2A-FORT ADVISORS","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1030297","versionId":1030297,"submittedOn":"2026-03-28"}]},"custodians":[{"name":"Charles Schwab & Co., Inc.","shortName":"Charles Schwab","location":"Omaha, NE","smaAssets":146334109}],"custodyNote":"Fort Advisors has custody of $85.3M for 161 clients.","otherCustodians":[],"leadership":[{"name":"Justin Fort","title":"Shareholder/Chief Compliance Officer","crd":"6015079"}],"ownership":[{"label":"Justin Fort","detail":"Shareholder/chief compliance officer in the 75% or more ownership band and a control person, since September 2018."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":3,"privateResidences":0},"listedOfficeAddresses":4,"foreignOffices":[],"officesByState":[{"state":"Texas","offices":4,"addresses":[{"street":"7701 San Felipe BLVD., Suite 100","city":"Austin","headquarters":true},{"street":"24044 Cinco Village Center BLVD","city":"Katy"},{"street":"6701 Sanger Ave. Suite 105b","city":"Waco"},{"street":"4200 Hulen Street","city":"Fort Worth"}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"512-433-6492","stateRegisteredReps":3,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Hourly charges","Fixed fees (other than subscription fees)"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses","Selection of other advisers (including private fund managers)","Other"],"financialPlanningClients":"0","assetMix":[{"label":"Exchange-traded equity securities","percent":79},{"label":"Non-exchange-traded equity securities","percent":8},{"label":"U.S. government/agency bonds","percent":1},{"label":"U.S. state and local bonds","percent":4},{"label":"Investment grade corporate bonds","percent":1},{"label":"Securities issued by registered investment companies or business development companies","percent":4},{"label":"Cash and cash equivalents","percent":3}],"privateFunds":0},"sources":{"adv1FilingDate":"28 March 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/299243/PDF/299243.pdf","brochureDate":"28 March 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1030297","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Fort Advisors have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Fort Advisors offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Fort Advisors use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Fort Advisors have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Fort Advisors invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Fort Advisors?","answer":"Fort Advisors’ direct owner is Justin Fort (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 28 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Fort Advisors get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Fort Advisors?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 28 March 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}