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They include 51 individual clients, 28 high-net-worth individuals and 6 pooled investment vehicles.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 27 March 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Fortis Advisors offer?","answer":"Fortis Advisors provides financial planning, portfolio management for individuals and small businesses, portfolio management for pooled vehicles, portfolio management for institutions, selecting other managers, publishing newsletters, and educational seminars.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Fortis Advisors charge?","answer":"Fortis Advisors charges 0.50%–1.00% for its Separately Managed Accounts. The brochure does not state whether the rate is annual. The fee is billed in arrears and is negotiable.","source":"FORTIS ADVISORS ADV PART 2A, filed 27 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Fortis Advisors use?","answer":"Fortis Advisors’ separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $421M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 27 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Fortis Advisors have?","answer":"Fortis Advisors has 3 investment adviser representatives registered with state securities authorities, out of 5 employees, and 3 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 1 employee is a licensed insurance agent.","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 Fortis Advisors invest in?","answer":"At the end of its last fiscal year, Fortis Advisors’ separately managed accounts held 61% registered funds (mutual funds, ETFs, BDCs), 20% cash and equivalents, 16% exchange-traded equities, 2% state and local bonds and 1% U.S. government and agency bonds. It advises 6 private funds.","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 Fortis Advisors?","answer":"Fortis Advisors is owned through a holding company by Derek Boles and Bryan Cherny. Its direct owner is Fortis Family Office, LLC (Formerly Fortis Wealth, LP) (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 27 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Fortis Advisors get paid?","answer":"Fortis Advisors is paid through a percentage of assets under management, hourly charges, fixed fees and performance-based fees. Its Form ADV lists no commissions 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":"Is Fortis Advisors registered with the SEC?","answer":"Yes, Fortis Advisors has been registered with the SEC as an investment adviser since 26 August 2014. Its CRD number is 164498 and its SEC file number is 801-80177.","source":"Form ADV Part 1A, Item 1, filed 27 March 2026; IAPD firm record","sourceRef":{"doc":"adv1","section":"identity"}},{"question":"How do I contact Fortis Advisors?","answer":"Fortis Advisors’ main office is at 656 E. Swedesford Road, Suite 330, Wayne, PA 19087. Its phone number is 610-313-0910. 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