Fortis Group Advisors provides financial planning, portfolio management for individuals and small businesses, and selecting other managers. Financial planning was provided to 26–50 clients last fiscal year.
Fortis Group Advisors reports 2,604 clients. They include 2,376 individual clients, 190 high-net-worth individuals, and 13 pension and profit-sharing plans. Of its assets, 97.3% ($800M across 4,540 accounts) are managed with discretion; $22M across 694 accounts are not. A wrap fee program the firm both sponsors and manages holds $822M. It advised 37 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 91% | 54% |
| High-net-worth individuals | 7% | 42% |
| Pension and profit-sharing plans | <1% | 1% |
| Charitable organizations | <1% | 2% |
| Corporations and other businesses | <1% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 2,376 | $444M | 54.0% | $187K |
| High-net-worth individuals | 190 | $342M | 41.6% | $1.8M |
| Pension and profit-sharing plans | 13 | $9.94M | 1.2% | $765K |
| Charitable organizations | 13 | $20.5M | 2.5% | $1.58M |
| Corporations and other businesses | 12 | $5.38M | 0.7% | $449K |
| Total | 2,604 | $822M | 100% | $316K |
- Clients
- 2,376
- Regulatory AUM
- $444M
- AUM share
- 54.0%
- Avg. per client
- $187K
- Clients
- 190
- Regulatory AUM
- $342M
- AUM share
- 41.6%
- Avg. per client
- $1.8M
- Clients
- 13
- Regulatory AUM
- $9.94M
- AUM share
- 1.2%
- Avg. per client
- $765K
- Clients
- 13
- Regulatory AUM
- $20.5M
- AUM share
- 2.5%
- Avg. per client
- $1.58M
- Clients
- 12
- Regulatory AUM
- $5.38M
- AUM share
- 0.7%
- Avg. per client
- $449K
Total
- Clients
- 2,604
- Regulatory AUM
- $822M
- AUM share
- 100%
- Avg. per client
- $316K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 37
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 26–50
Fortis Group Advisors charges up to 1.75% a year for its Investment Management. The fee is billed in advance, is negotiable and requires an account of at least $50,000. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial Planning
- Financial planning is a fixed fee of $500 to $25,000 for a plan, or billed hourly at up to $400.
Eva Rullo owns 25% to 50% of Fortis Group Advisors. The leadership team of Fortis Group Advisors includes Chief Compliance Officer Austin Sweerus. It has 29 employees, 24 of them in advisory roles.
Leadership
Austin SweerusChief Compliance Officer- Christopher KenneallyMember
- Michael KochMember
- Eva RulloMember
- Christopher KenneallyMember
Christine CoxMember
Investment adviser representatives
25 representatives listed in the SEC register as of 9 October 2026.
Staff
- 29 employees
- 24 in advisory functions
- 24 state-registered reps
- 23 broker-dealer reps
- 26 insurance agents
- 1 soliciting firm
- Owns 25% to 50% of Fortis Group Advisors LLC
Eva Rullo
Control person · since May 2020
- Owns 10% to 25% of Fortis Group Advisors LLC
Christopher Kenneally
Control person · since October 2017
- Owns 10% to 25% of Fortis Group Advisors LLC
Michael Koch
Control person · since October 2017
- Owns 5% to 10% of Fortis Group Advisors LLC
Christine Cox
since December 2025
Fortis Group Advisors’ regulatory assets grew from $752M (July 2021) to $822M (March 2026); clients were 2,604 in both filings and employees fell from 41 to 29.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $822M | 2,604 | 29 | 8 |
| June 2025 | $800M | 2,780 | 39 | 9 |
| February 2024 | $783M | 3,214 | 34 | 11 |
| July 2023 | $748M | 2,956 | 42 | 13 |
| March 2022 | $836M | 2,695 | 41 | 13 |
| July 2021 | $752M | 2,622 | 41 | 13 |
Besides its headquarters, Fortis Group Advisors has 7 offices (2 private residences, listed without an address), with 6 listed addresses in Minnesota and New Jersey.
New Jersey · 4 listed addresses
- 345 Kinderkamack Road, Suite B, WestwoodHQ
- 9 Professional Circle, Colts Neck
- 101 Crawfords Corner RD. Suite 4125, Holmdel
- 56 Union Ave., Suite 3, Manasquan
Minnesota · 2 listed addresses
- 1106 Broadway Street, Alexandria
- 1650 E. Madison Avenue Suite 107, Mankato
Other business names
Fortis Group Advisors has reported 10 other business names to the SEC.
- Blake Hahn Financial Group
- Christopher Edwards Financial Associates, LLP
- Cornerstone Asset Management
- Dynamic Wealth Consulting, LLC
- Edward A. Naphor Wealth Services, LLC
- Fortis Wealth Group, LLC
- Kalina Financial Services
- MGK Wealth Management LLC
- Rampino Wealth Management
- Silver Bay Financial LLC
Contact and registration details
- Legal name
- Fortis Group Advisors LLC
- Headquarters
- 345 Kinderkamack Road, Suite B, Westwood, NJ 07675
- Website
- Not reported
- Phone
- 201-383-0630
- SEC file
- 801-112236
- Structure
- Delaware LLC
- Fiscal year end
- December
Fortis Group Advisors uses Charles Schwab ($708M, 86%) and LPL Financial ($115M, 14%) as custodians for its separately managed accounts. Fortis Group Advisors has custody of $131M in client assets for 701 clients.
The filed custodian amounts total more than regulatory assets under management. Each amount is shown as filed.
- LPL FinancialLPL Financial LLC · Boston, MA · $115M14%
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $708M86%
At year end, Fortis Group Advisors’ separately managed accounts were mostly in stocks (71%) and funds (21%). Its reported 13F holdings for the quarter ended 30 June 2026 total $626M across 619 positions; the largest are SPDR Series Trust (4.6%), Invesco Qqq TR (4.2%) and Invesco Exchange Traded FD T (2.9%).
What the accounts hold
- Stocks71%
- Funds21%
- Bonds1%
- Cash6%
Filed values cover 99%. The neutral 1% gap has no reported category.
Reported 13F holdings
- $626M
- Reported 13F value
- 619
- Positions
- 26.9%
- In the 10 largest
- +3.5%
- Value vs. prior quarter
- SPDR Series Trust · ST Str Blo 1 ETF4.6%
- Invesco Qqq TR · Unit Ser 14.2%
- Invesco Exchange Traded FD T · S&P500 Eql Wgt2.9%
- State Street · MF Closed And MF Open2.7%
- Invesco Exch Traded FD TR II · S&P 500 Momntm2.5%
- Apple Inc.2.3%
- SPDR Gold2.2%
- Invesco Exch Traded FD TR II · S&P 500 HB ETF1.9%
- SPDR Series Trust · ST Str P500grw1.8%
- Invesco Exch Traded FD TR II · Nasdaq 100 ETF1.8%
Together, the ten largest are 26.9% of reported value.
How many clients does Fortis Group Advisors have?
Fortis Group Advisors has 2,604 clients and manages $822 million for them, as of March 2026. They include 2,376 individual clients, 190 high-net-worth individuals, and 13 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 30 March 2026
What services does Fortis Group Advisors offer?
Fortis Group 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
How much does Fortis Group Advisors charge?
Fortis Group Advisors charges up to 1.75% a year for its Investment Management. The fee is billed in advance, is negotiable and requires an account of at least $50,000.
Which custodians does Fortis Group Advisors use?
Fortis Group Advisors’ separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $708M and LPL Financial LLC (Boston, MA), with $115M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 30 March 2026
How many financial advisors does Fortis Group Advisors have?
Fortis Group Advisors has 24 investment adviser representatives registered with state securities authorities, out of 29 employees, and 24 perform investment advisory functions. 23 employees are registered representatives of a broker-dealer and 26 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 Group Advisors invest in?
At the end of its last fiscal year, Fortis Group Advisors’ separately managed accounts held 71% exchange-traded equities, 21% registered funds (mutual funds, ETFs, BDCs), 6% cash and equivalents and 1% U.S. government and agency bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Does Fortis Group Advisors have a minimum investment?
Yes, Fortis Group Advisors’ minimum account size for its Investment Management is $50K.
Who owns Fortis Group Advisors?
Fortis Group Advisors’ direct owners are Christopher Kenneally, Michael Koch, Eva Rullo and Christine Cox, each holding 50% or less.
Source: Form ADV Part 1A, Schedules A and B, filed 30 March 2026
How does Fortis Group Advisors get paid?
Fortis Group 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 Fortis Group Advisors?
Fortis Group Advisors’ main office is at 345 Kinderkamack Road, Suite B, Westwood, NJ 07675. Its phone number is 201-383-0630.