Fortis Capital Management LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Bellevue, WA. Its latest Form ADV filing, dated April 29, 2026, reports $1.2B in regulatory assets under management, 22 employees, 1 office, and 688 accounts.
Assets Under Management
$1.2B
Employees
22
Offices
1 office
Total Clients
688
Primary office
BELLEVUE, WA
3600 136TH PL SE, SUITE 270, BELLEVUE, WA, United States
Top client segmentIndividuals represent 57.8% of total clients.
Top client categories% of clientsClients
1
Individuals
57.8%
398
2
HNWI
38.8%
267
3
Pension Plans
2.8%
19
4
Pooled Investment Vehicles
0.3%
2
5
Charitable
0.3%
2
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.2Bas of April 29, 2026
Discretionary99.7%
$1.2B
100% of total RAUM99.7%
Non-discretionary0.3%
$3M
0% of total RAUM0.3%
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$1.2B
Total Accounts688
10Y AUM Change+$1.1B (+5253.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees22
Clients per Employee31:1
10Y Employee Change+18 (+450.0%)
* 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.