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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 08-14-2014
- Office Locations
- 3
Office Locations
About Fortis Capital Management LLC
Fortis Capital Management is a Bellevue/Seattle, WA-based RIA providing comprehensive wealth management for individuals and families. It builds customized, easy-to-understand plans and coordinates tax planning, risk management, and estate and retirement planning alongside ongoing portfolio implementation. The firm also offers a “total wealth” approach and access to unique investments, with assets custodied on major platforms such as Schwab and Fidelity.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
MICHAEL ROBERT BOROUGHS
Chief Compliance Officer, Partner
- CRD
- #6169300
- Ownership
- Less than 5%
PAUL EASA MISLEH II
Portfolio Manager
- CRD
- #6378860
- Ownership
- Less than 5%
Showing 2 of 3 owners & executives
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Justin A Arnold
Financial Advisor
- CRD
- #6429666
CONNOR SCOTT BLACK
Financial Advisor
- CRD
- #6521715
Showing 2 of 17 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,158,551,643 | $1,693,789 |
| Non-Discretionary | $2,990,892 | $747,723 |
| Total | $1,161,542,535 | $1,688,289 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Derivatives | Available | Available |
| Private Funds | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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