Fortis Capital Advisors provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, selecting other managers, educational seminars, estate planning, insurance, tax planning, and tax preparation. Financial planning was provided to 11–25 clients last fiscal year.
Fortis Capital Advisors reports 2,171 clients. They include 1,764 individual clients, 363 high-net-worth individuals, and 24 pension and profit-sharing plans. Of its assets, 100.0% ($1.62B across 4,475 accounts) are managed with discretion. A wrap fee program the firm both sponsors and manages holds $155M. Of its clients, 1% are outside the U.S. It advised 7 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 81% | 29% |
| High-net-worth individuals | 17% | 64% |
| Pension and profit-sharing plans | 1% | 3% |
| Charitable organizations | <1% | <1% |
| Corporations and other businesses | <1% | 3% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 1,764 | $475M | 29.4% | $269K |
| High-net-worth individuals | 363 | $1.04B | 64.3% | $2.86M |
| Pension and profit-sharing plans | 24 | $50.3M | 3.1% | $2.1M |
| Charitable organizations | 2 | $2.03M | 0.1% | $1.01M |
| Corporations and other businesses | 18 | $50M | 3.1% | $2.78M |
| Total | 2,171 | $1.62B | 100% | $744K |
- Clients
- 1,764
- Regulatory AUM
- $475M
- AUM share
- 29.4%
- Avg. per client
- $269K
- Clients
- 363
- Regulatory AUM
- $1.04B
- AUM share
- 64.3%
- Avg. per client
- $2.86M
- Clients
- 24
- Regulatory AUM
- $50.3M
- AUM share
- 3.1%
- Avg. per client
- $2.1M
- Clients
- 2
- Regulatory AUM
- $2.03M
- AUM share
- 0.1%
- Avg. per client
- $1.01M
- Clients
- 18
- Regulatory AUM
- $50M
- AUM share
- 3.1%
- Avg. per client
- $2.78M
Total
- Clients
- 2,171
- Regulatory AUM
- $1.62B
- AUM share
- 100%
- Avg. per client
- $744K
- Clients outside the U.S.
- 1%
- Clients advised without assets under management last fiscal year
- 7
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 11–25
Fortis Capital Advisors charges up to 2.50% a year for its Assets Under Management Fees. The fee is negotiable. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial Planning and Consulting
- Financial planning is charged hourly or as a fixed fee set at engagement; Fortis will not collect more than $1,200 in advance for services six months or more away.
Felix Malitsky owns 75% or more of Fortis Capital Advisors. Roman Moldavsky is CEO; the leadership team includes Chief Compliance Officer Belena Vincetti. It has 68 employees, 57 of them in advisory roles.
Leadership
- Roman MoldavskyChief Executive Officer
Belena VincettiChief Compliance Officer- Robert HaggChief Growth Officer
- Felix MalitskyMember
Investment adviser representatives
71 representatives listed in the SEC register as of 9 October 2026.
- Albert Aaron Berg
- Steven Harold Berner
- Russell Gerard Christopher
- David Cleary
- Christopher Taylor Cooper
- William Brady Coughlin
- Charles W Crews JR
- Nicholas Demitri Darzentas
- Melissa Gambill Day
- Stephan Todd Day
- Michael Robert Dias
- Gregory Domond
- Lori Ann Fernicola
- Joseph William Gallagher
- Steven Thomas Gordon
- Nicholas Robert Gorton
- Spencer Graham
- Jonathan David Grimm
- Nathan Kaman Gurchak
- Riley Hayes
- William Howard Hoover
- Mathew Joseph Hultquist
- Marc Stefan Instrum
- Matthew David Jadwisiak
- Keith Allen Jaworski
- Bryce Carroll Johnson
- Chad Terry Joshpe
- Matthew Allyn Joyner
- Douglas A Kartsen
- Isaac Keil
- Karol Krucinski
- Benjamin Aaron Kusner
- Patrick Andrew Lawler
- Bret Daniel Loftis
- Justin Michael Marcus
- Manuel Martinez JR.
- James Joseph McGinty
- Shane Michael Meyer
- Roman Moldavsky
- Edward Thomas Moore
- Patrick Mullin
- Shrikant M Nadkarni
- Jay Shingo Nakahara
- Jessica Lynn Nieminski
- Stanley John Nieminski
- Alec Norton
- Sean Patrick Oneil
- David Paul Palladino
- Daniel John Petrie JR
- Jeffrey Polanco
- Michael Edward Posey
- Megan A Rehill
- Daniel Harry Reich
- Emilio Enrique Rivera
- Tucker Vaughan Roeder
- Jakob Sean Ruby
- Benjamin Webb Sabin
- Bijou Schmidt
- Manish C Shah
- Karen Sullivan
- Patrick Allan Thomas
- Kari Timonen
- Amit A Trivedi
- John McDonald Turman
- Jeffrey Garrett Van Siclen
- Aaron Michael Vaughn
- Viswanathan Venugopala
- Jacob Sydney Waldman
- Wyatt Mitchell Warberg
- Ian Weiner
- Adelaina N Welch
Staff
- 68 employees
- 57 in advisory functions
- 57 state-registered reps
- 14 broker-dealer reps
- 37 insurance agents
- 3 soliciting firms
- Owns 75% or more of Fortis Capital Advisors, LLC
Felix Malitsky
Control person · since October 2025
- Owns 10% to 25% of Fortis Capital Advisors, LLC
Roman Moldavsky
Control person · since June 2020
- Owns 5% to 10% of Fortis Capital Advisors, LLC
Robert Hagg
Control person · since June 2020
Fortis Capital Advisors’ regulatory assets grew 960.9× from $1.68M (July 2021) to $1.62B (September 2026); clients rose from 11 to 2,171 and employees from 7 to 68. Between 2022 and 2026, 6 advisory firms and teams joined it. The largest by last filed assets was Coretactic Strategies (Risemint) ($121M, December 2025). The most recent was Kusner, Meyer & Berner, in May 2026.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| September 2026 | $1.62B | 2,171 | 68 | 40 |
| March 2025 | $1.21B | 1,874 | 69 | 41 |
| July 2024 | $332M | 445 | 36 | 21 |
| March 2023 | $245M | 371 | 22 | 14 |
| June 2022 | $218M | 284 | 23 | 12 |
| July 2021 | $1.68M | 11 | 7 | 3 |
Firms that joined
20261 joined
- Kusner, Meyer & BernerTeamNo filed AUM
20252 joined
- Coretactic Strategies (Risemint)Last filed AUM $121M
- LRVS Advisory GroupNo filed AUM
20241 joined
- ClearPath FinancialNo filed AUM
20222 joined
- The Leonard Management GroupNo filed AUM
- Next Horizon AdvisorsNo filed AUM
Firms whose SEC withdrawal reports a sale to this firm, and deals reported in the press. Teams that moved without selling a registered firm may not appear.
Besides its headquarters, Fortis Capital Advisors has 39 offices (7 private residences, listed without an address), with 19 listed addresses across 15 states.
California · 2 listed addresses
- 8 Technology Drive, Irvine
- 5700 Kassandra PL, Rohnert Park
Colorado · 2 listed addresses
- 215 W. Magnolia Street, Fort Collins
- 32186 Castle Court, Evergreen
New Jersey · 2 listed addresses
- 2130 Hwy 35, Sea Girt
- 206 Rockingham Row, Princeton
South Carolina · 2 listed addresses
- 201 Riverplace, Greenville
- 125a Woodruff Place Circle, Simpsonville
Arkansas · 1 listed address
- 240 S. Main Street, Bentonville
Connecticut · 1 listed address
- 50 Washington Street, Suite 924, Norwalk
Illinois · 1 listed address
- 10 Executive Court, South Barrington
Kansas · 1 listed address
- 7301 Mission Road, Suite 326, Prairie VillageHQ
Massachusetts · 1 listed address
- 72 Sharp Street, Hingham
Missouri · 1 listed address
- 2315 Technology Drive, O'Fallon
New York · 1 listed address
- 555 Pleasantville RD, Briarcliff Manor
North Carolina · 1 listed address
- 2150 Country Club Road, Winston Salem
Ohio · 1 listed address
- 30400 Detroit Road, Westlake
Oregon · 1 listed address
- 343 NW 7th Street, Corvallis
Pennsylvania · 1 listed address
- 19 W. College Ave, Yardley
Other business names
Fortis Capital Advisors has reported 27 other business names to the SEC.
- Aspen Capital Management, LLC
- Banyan Global Investment Advisors, LLC
- Bespoke Private Wealth
- Compass Wealth Solutions
- Copa Wealth Strategies
- Coretactic Strategies
- Dak Financial Services, LLC
- Defiant Financial Services, LLC
- Fern Bridge Advisors
- Fortify, LLC
- Fortis Capital Asset Management
- GC Wealth Management, LLC
Show all 27 names
- Gorton & Company P.C.
- Gratus Wealth Management
- Horizon Private Wealth
- Isaac Financial
- Joshpe Financial
- LRVS Advisory Group
- Mountain Financial Capital
- PFS Advisors, LLC
- Probitas Planning LLC
- Rioga Capital LLC
- Serenity Wealth Management
- The KMB Group
- Timber Point Capital Management
- Turman Wealth Management, LLC
- Westlake Wealth Management, LLC
Contact and registration details
- Legal name
- Fortis Capital Advisors, LLC
- Headquarters
- 7301 Mission Road, Suite 326, Prairie Village, KS 66208
- Website
- fortiscapitaladvisors.com
- Phone
- 913-222-8862
- @fortis-capital-advisors
- SEC file
- 801-119354
- Founded
- 2020
- Structure
- Delaware LLC
- Fiscal year end
- December
Fortis Capital Advisors uses Charles Schwab ($1.32B, 89%) and Fidelity ($164M, 11%) as custodians for its separately managed accounts. Fortis Capital Advisors does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $1.32B89%
- FidelityFidelity Brokerage Services LLC · Smithfield, RI · $164M11%
At year end, Fortis Capital Advisors’ separately managed accounts were mostly in funds (59%) and stocks (32%). Its reported 13F holdings for the quarter ended 30 June 2026 total $889M across 408 positions; the largest are Nvidia Corporation (5.8%), Invesco Qqq Trust (5.4%) and Schwab Strategic TR (4.1%).
What the accounts hold
- Stocks32%
- Funds59%
- Registered funds58%
- Pooled vehicles1%
- Bonds2%
- U.S. government and agency bonds1%
- High-yield corporate bonds1%
- Cash7%
Reported 13F holdings
- $889M
- Reported 13F value
- 408
- Positions
- 37.7%
- In the 10 largest
- +16.5%
- Value vs. prior quarter
- Nvidia Corporation5.8%
- Invesco Qqq TrustETF5.4%
- Schwab Strategic TRETF4.1%
- SPDR S&P 500 ETFETF4.1%
- Schwab Strategic TR4.0%
- Schwab U.S. Large-cap Growth ETFETF3.9%
- Apple Inc.3.0%
- Schwab Strategic TRETF2.7%
- iShares TRETF2.5%
- iShares TRETF2.1%
Together, the ten largest are 37.7% of reported value.
How many clients does Fortis Capital Advisors have?
Fortis Capital Advisors has 2,171 clients and manages $1.62 billion for them, as of September 2026. They include 1,764 individual clients, 363 high-net-worth individuals, and 24 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 1 September 2026
What services does Fortis Capital Advisors offer?
Fortis Capital Advisors provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, selecting other managers, educational seminars, estate planning, insurance, tax planning, and tax preparation.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Fortis Capital Advisors charge?
Fortis Capital Advisors charges up to 2.50% a year for its Assets Under Management Fees. The fee is negotiable.
Source: FORTIS CAPITAL ADVISORS - ADV PART 2A FIRM BROCHURE, filed 4 June 2026
Which custodians does Fortis Capital Advisors use?
Fortis Capital Advisors’ separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $1.32B and Fidelity Brokerage Services LLC (Smithfield, RI), with $164M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 1 September 2026
How many financial advisors does Fortis Capital Advisors have?
Fortis Capital Advisors has 57 investment adviser representatives registered with state securities authorities, out of 68 employees, and 57 perform investment advisory functions. 14 employees are registered representatives of a broker-dealer and 37 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 Fortis Capital Advisors invest in?
At the end of its last fiscal year, Fortis Capital Advisors’ separately managed accounts held 58% registered funds (mutual funds, ETFs, BDCs), 32% exchange-traded equities, 7% cash and equivalents, 1% U.S. government and agency bonds, 1% high-yield corporate bonds and 1% pooled vehicles (private funds and similar).
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Fortis Capital Advisors?
Fortis Capital Advisors’ direct owners are Robert Hagg (5% to 10%), Roman Moldavsky (10% to 25%) and Felix Malitsky (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 1 September 2026
How does Fortis Capital Advisors get paid?
Fortis Capital 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
Is Fortis Capital Advisors registered with the SEC?
Yes, Fortis Capital Advisors has been registered with the SEC as an investment adviser since 28 August 2020. Its CRD number is 309709 and its SEC file number is 801-119354.
Source: Form ADV Part 1A, Item 1, filed 1 September 2026; IAPD firm record
How do I contact Fortis Capital Advisors?
Fortis Capital Advisors’ main office is at 7301 Mission Road, Suite 326, Prairie Village, KS 66208. Its phone number is 913-222-8862. Its website is fortiscapitaladvisors.com.