Fortis Portfolio Solutions, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Chicago, IL. Its latest Form ADV filing, dated March 26, 2026, reports $140M in regulatory assets under management, 2 employees, and 276 accounts.
Assets Under Management
$140M
Employees
2
Offices
--
Total Clients
276
Primary office
CHICAGO, IL
200 E. RANDOLPH ST, SUITE 5100, CHICAGO, IL, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentHNWI represent 100.0% of total clients.
Top client categories% of clientsClients
1
HNWI
100.0%
276
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$140Mas of March 26, 2026
Discretionary100.0%
$140M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$140M
Total Accounts276
10Y AUM Change+$140M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee138:1
10Y Employee Change+1 (+100.0%)
* 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.