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The fee is negotiable.","source":"FORTIS CAPITAL ADVISORS - ADV PART 2A FIRM BROCHURE, filed 4 June 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Fortis Capital Advisors use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Fortis Capital Advisors have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Fortis Capital Advisors invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Fortis Capital Advisors?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Fortis Capital Advisors get paid?","answer":"Fortis Capital Advisors is paid through a percentage of assets under management, hourly charges and fixed fees. 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