CRD: 309709
Fortis Capital Advisors, LLC
$1.6B Total AUM
$1.6B Disc. AUM
-- 3Y CAGR
68 Employees
2,178 ADV. Clients
6 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 06-01-2020
- Office Locations
- 48
Office Locations
10 Executive Ct. #2 South Barrington IL
116 Village Boulevard STE 200 Princeton NJ
125a Woodruff Place Circle Simpsonville SC
About Fortis Capital Advisors, LLC
Fortis Capital Advisors is a fiduciary wealth management firm providing high-touch, bespoke guidance to individuals, families, and businesses nationwide. The firm offers comprehensive planning and discretionary portfolio management, building allocations across public funds and ETFs with an active, risk-managed approach. For distribution partners, Fortis works on major custodial platforms including Schwab and Fidelity and operates across multiple offices.
Team overview
46 AVG AGE
$28.3M AVG AUM / ADVISOR
$741.8K AVG AUM / CLIENT
1.8 yrs AVG TENURE
68 Employees
57 Advisory Reps
57 RIA Reps
6yrs Firm Age
Insights
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Accredited Investors
Optima
Asset Classes
Meridian Beacon pioneer Quantum Horizon Signal optima Insight vector Vertex
Client Personas
Horizon frontier Bridge oak
Custodian
Ember Pioneer Meridian Timber prime
Investment Themes
Beacon Momentum Ridge horizon Foundation Timber Pioneer
Investment Vehicles
Beacon crest
Platform
Momentum vertex North insight
Services
Delta Radial pathway Quantum focus Meridian Radial momentum Signal pioneer Foundation beacon Oak zenith Signal North eagle
Owner & Executives
FELIX MALITSKY
President
- CRD
- #4542585
- Ownership
- 75% or more
(260) 538-5259
optima.legacy@primecapital.com
in linkedin.com/in/ridge-peak
R
ROMAN MOLDAVSKY
Chief Executive Officer
- CRD
- #4726235
- Ownership
- 10% but less than 25%
(862) 472-4858
value.insight@embercapital.com
in linkedin.com/in/ember-delta
L
Legacy fusion
Alpha ember timber
- CRD
- #49569
- Ownership
- 41.2%
(565) 901-2757
vital.ember@horizoncapital.com
in linkedin.com/in/alpha-value
Showing 2 of 4 owners & executives
Unlock allContacts
A
ALBERT AARON BERG
--
- CRD
- #5640255
(418) 319-9289
beacon.peak@northcapital.com
in linkedin.com/in/capital-unison
STEVEN HAROLD BERNER
--
- CRD
- #2400702
(961) 253-8401
value.glacier@pathwaycapital.com
in linkedin.com/in/frontier-alpha
C
Crest value
Radial atlas
- CRD
- #56706
(413) 428-7890
eagle.vital@harborcapital.com
in linkedin.com/in/matrix-insight
Showing 2 of 69 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,615,575,526 | $361,022 |
| Non-Discretionary | $0 | -- |
| Total | $1,615,575,526 | $361,022 |
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Separately Managed Accounts
Total SMA Asset: $1,615,575,526
Public Funds:
22.5% Equity - Exchange:
16.7% Cash:
31.5% Corporate - Non-Investment Grade:
15.1% Private Funds:
5.6% U.S. Government/Agency:
8.6% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,886,197,584 | 22.5% |
| Equity - Exchange | $1,399,977,762 | 16.7% |
| Cash | $2,640,676,617 | 31.5% |
| Corporate - Non-Investment Grade | $1,265,848,156 | 15.1% |
| Private Funds | $469,453,621 | 5.6% |
| U.S. Government/Agency | $720,946,632 | 8.6% |
| Total | $8,383,100,372 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| UNISON MERIDIAN | PEAK PRIME | KJTMMWUJ9 | ISPWM | 8.44% | $95,990,336 |
| ELEMENT CREST VECTOR | SUMMIT OPTIMA | PEHXWY0TJ | THF | 8.46% | $47,366,388 |
| UNISON SUMMIT VITAL | RIDGE SIGNAL | RG8ELJE8U | DSMOL | 0.96% | $63,588,944 |
| OPTIMA DELTA VECTOR | PIONEER BRIDGE | F21QRK4XD | YHHJ | 8.05% | $34,750,579 |
| EMBER CREST | NORTH PRIME | 40YE95F0P | POFD | 5.46% | $108,038,180 |
| HORIZON WAVE | INSIGHT PIONEER | 5K173RNMA | YCJM | 1.07% | $39,843,499 |
| OAK OPTIMA ATLAS | FOCUS TIMBER | 19JVGJE6U | DSI | 11.86% | $56,296,836 |
| CREST FOUNDATION GLACIER | VITAL NORTH | O0FDLHL0D | OLM | 7.73% | $96,078,749 |