$822.4M Total AUM
$800.4M Disc. AUM
-- 3Y CAGR
29 Employees
2,641 ADV. Clients
8 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · LPL Financial · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Ridge vector
- Established Date
- 10-01-2017
- Office Locations
- 9
Office Locations
101 Crawfords Corner Road Suite 4125 Holmdel NJ
101 Crawfords Corner Road Suite 4125 Holmdel NJ
1106 Broadway Street, Suite 1 Alexandria MN
About Fortis Group Advisors LLC
Fortis Group Advisors LLC is a New Jersey-based RIA serving retail and institutional clients, including entrepreneurs, with wealth planning and portfolio construction plus estate/insurance coordination. Portfolios are ETF-centric and allocation-driven, with experience in alternatives and responsible investing. Custody support includes Schwab and LPL.
Team overview
36 AVG AGE
$34.3M AVG AUM / ADVISOR
$311.4K AVG AUM / CLIENT
6.2 yrs AVG TENURE
29 Employees
24 Advisory Reps
24 RIA Reps
8yrs Firm Age
Insights
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Asset Classes
Prime unison Insight Timber radial Vector radial Meridian catalyst Wave capital
Client Personas
Delta pioneer
Investment Themes
Summit unison Meridian ridge Value Alpha alpha
Investment Vehicles
Quantum Value signal
Services
Prime Legacy catalyst Ember Quantum oak Wave Atlas eagle Bridge oak Momentum north Crest vector
Technology
Wave summit
Owner & Executives
E
EVA MARIE RULLO
--
- CRD
- #2387610
- Ownership
- 25% but less than 50%
(674) 943-7047
matrix.peak@horizoncapital.com
in linkedin.com/in/bridge-peak
C
CHRISTOPHER KENNEALLY
--
- CRD
- #2646535
- Ownership
- 10% but less than 25%
(948) 443-3497
optima.capital@wavecapital.com
in linkedin.com/in/element-alpha
O
Oak frontier
Horizon radial
- CRD
- #59147
- Ownership
- 8.6%
(657) 678-8703
wave.alpha@summitcapital.com
in linkedin.com/in/insight-focus
Showing 2 of 6 owners & executives
Unlock allContacts
MICHAEL ANTHONY DEVIZIO
--
- CRD
- #6117158
(693) 844-4934
glacier.vector@valuecapital.com
in linkedin.com/in/signal-peak
MARC ANTHONY FOTI
Wealth Manager
- CRD
- #4995424
(699) 323-2993
matrix.vital@crestcapital.com
in linkedin.com/in/capital-signal
F
Fusion ridge
Unison glacier
- CRD
- #79673
(474) 443-2593
signal.pathway@crestcapital.com
in linkedin.com/in/vertex-vertex
Showing 2 of 25 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $800,385,797 | $176,296 |
| Non-Discretionary | $22,013,324 | $31,719 |
| Total | $822,399,121 | $157,126 |
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Separately Managed Accounts
Total SMA Asset: $822,399,121
Equity - Exchange:
11.3% Public Funds:
33.6% Cash:
43.2% U.S. Government/Agency:
11.9% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $944,217,171 | 11.3% |
| Public Funds | $2,807,583,800 | 33.6% |
| Cash | $3,609,750,600 | 43.2% |
| U.S. Government/Agency | $994,352,595 | 11.9% |
| Total | $8,355,904,166 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| WAVE ELEMENT | PIONEER BEACON | 6P3H5VZRM | GOTL | 8.78% | $93,721,830 |
| ELEMENT EAGLE | PRIME INSIGHT | IBLJTH05G | JWYUG | 4.34% | $60,224,009 |
| UNISON RADIAL OAK | FOCUS LEGACY | DJUXQD2K4 | UWWO | 11.73% | $57,877,493 |
| VERTEX PIONEER RADIAL | BEACON MATRIX | 8NHBALY1Y | VLH | 8.49% | $18,799,170 |
| BRIDGE RIDGE | CAPITAL BRIDGE | OMS8D19RL | KDW | 10.19% | $55,441,045 |
| BRIDGE VITAL | FUSION VALUE | KQLK8O9XX | SEO | 9.45% | $58,381,756 |
| RIDGE ALPHA FRONTIER | HARBOR OPTIMA | I5QA7BTMB | NLBDK | 8.02% | $47,503,118 |
| OAK LEGACY | OPTIMA BEACON | GF1CAGJGJ | KHB | 1.20% | $10,952,237 |