Fortis Capital Advisors
Finance · Kansas, United States · 11-50 Employees
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Overview
Headquarters
7301 Mission Rd Ste 326, Prairie Village...Revenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
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ZI Rank
2
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About Fortis Capital Advisors
Fortis Capital Advisors is a boutique wealth management firm that provides independent wealth guidance through a comprehensive platform. They offer services including investment advisory, retirement planning, insurance protection, estate planning, tax integration, and cash flow management. Their target clients include individuals, families, and business owners who seek clarity and confidence in managing their financial lives. The firm emphasizes a lasting partnership and tailored expertise to adapt to clients' evolving needs.Explore more
Fortis Capital Advisors Org Chart
SN
Managing Director, Wealth Management
TD
Vice President, Wealth Management
MJ
Assistant VP, Wealth Management
AN
Assistant VP, Wealth Management
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Fortis Capital Advisors Tech Stack
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Fortis Capital Advisors News & Media
Fortis Capital Advisors Named to Newsweek's America's Top Financial Advisory Firms for 2026
NEW YORK, Jan. 7, 2026 /PRNewswire/ -- Fortis Capital Advisors today announced it has been named to Newsweek's America's Top Financial Advisory Firms for 2026, a recognition highlighting the firm's commitment to comprehensive wealth planning, disciplined investment management, and a...Risemint Partners with Fortis Capital Advisors to Expand Personalized Wealth Management Services
PRAIRIE VILLAGE, Kan., Aug. 21, 2025 /PRNewswire/ -- Fortis Capital Advisors is pleased to announce a strategic partnership with Risemint, an independent wealth management firm founded by Bryce Johnson. Since its inception in 2019, Risemint had grown from zero assets under management to...Fortis Capital Advisors Welcomes LRVS Advisory Group Advisors to Expand Service Offerings and Enhance Client Solutions
PRAIRIE VILLAGE, Kan., Feb. 3, 2025 /PRNewswire/ -- Fortis Capital Advisors is pleased to announce the merger with LRVS Advisory Group, a highly regarded financial advisory firm. As part of this merger, the talented team of advisors from LRVS will join Fortis Capital Advisors, enhancing...Fortis Capital Advisors Announces Acquisition of ClearPath Financial, LLC
PRAIRIE VILLAGE, Kan., April 9, 2024 /PRNewswire/ -- Fortis Capital Advisors, a rapidly growing RIA based in the Kansas City area, announced today that it continues to expand its national footprint with the acquisition of Chicago, Illinois based firm ClearPath Financial, LLC. As a native...
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Fortis Capital Advisors is a boutique wealth management firm that provides independent wealth guidance through a comprehensive platform. They offer services including investment advisory, retirement planning, insurance protection, estate planning, tax integration, and cash flow management. Their target clients include individuals, families, and bus... Read More
