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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 01-23-2019
- Office Locations
- 3
Office Locations
About Fort Advisors INC
Fort Wealth Management (Fort Advisors Inc.) is a Texas-based RIA focused on retirees/near-retirees and entrepreneurs, providing financial planning alongside retirement income and tax planning (including navigating TCJA-related tax considerations), plus estate/legacy and insurance planning. The firm builds risk-managed, asset-allocation portfolios with an ETF-heavy implementation and commonly custodies at Schwab. Team credentials highlighted include RICP, ChFC, and MSFS.
Reported data analysis
What the numbers show
Between April 21, 2025 and March 28, 2026, reported AUM increased 14.6%, from $127.6M to $146.3M.
Across 4 reported observations, AUM increased 43.7% between September 5, 2023 and March 28, 2026, from $101.8M to $146.3M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 3 advisory representatives and 414 clients, or 138 clients per representative. That equates to $353.5K in reported AUM per client.
The profile lists 3 reported office locations and 7 years in operation. The source data was last updated on March 28, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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Owner & Executives
Justin Lee Fort
Advisor, Chief Compliance Officer
- CRD
- #6015079
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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SAM GENE COOK
Financial Planner
- CRD
- #3119029
QUINC VERNE PEARCY
Financial Professional
- CRD
- #6328329
Showing 2 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $146,334,109 | $205,237 |
| Non-Discretionary | $0 | -- |
| Total | $146,334,109 | $205,237 |
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Separately Managed Accounts
SMA allocation detail is available
Fort Advisors INC has reported separately managed account data across 7 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
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