Fortis Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Wayne, PA. Its latest Form ADV filing, dated March 27, 2026, reports $584M in regulatory assets under management, 5 employees, and 344 accounts.
Assets Under Management
$584M
Employees
5
Offices
--
Total Clients
91
Primary office
WAYNE, PA
656 E. SWEDESFORD ROAD, SUITE 330, WAYNE, PA, United States
Top client segmentIndividuals represent 56.0% of total clients.
Top client categories% of clientsClients
1
Individuals
56.0%
51
2
HNWI
30.8%
28
3
Pooled Investment Vehicles
6.6%
6
4
Irrevocable Trusts/Estates
6.6%
6
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Other investment advisers<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$584Mas of March 27, 2026
Discretionary73.1%
$427M
73% of total RAUM73.1%
Non-discretionary26.9%
$157M
27% of total RAUM26.9%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$584M
Total Accounts344
10Y AUM Change+$334M (+133.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee18:1
10Y Employee Change-1 (-16.7%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.