$14.4M Total AUM
$14.4M Disc. AUM
-- 3Y CAGR
1 Employees
18 ADV. Clients
3 yrs Firm Age
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- Custodian
- Altruist · Apex · Charles Schwab & Company · Truist Bank
- Clients
- Retail
- Platforms
- Focus insightAtlas momentum +more
- Established Date
- 08-30-2022
- Office Locations
- 1
Office Locations
-- Carmel IN
About Fortress Capital Advisors
Fortress Capital Advisors is a Carmel, IN RIA focused on retirement planning—building reliable income, managing downside risk, and reducing taxes. The firm also helps with estate and business planning around inheritances, asset protection, and legacy transfers. Portfolios are implemented primarily with ETFs.
Team overview
43 AVG AGE
$14.4M AVG AUM / ADVISOR
$799.1K AVG AUM / CLIENT
3.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
3yrs Firm Age
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Asset Classes
Quantum Value Bridge Foundation signal
Client Personas
Oak vital Vector Vertex foundation
Custodian
Summit Delta vital Alpha Legacy
Investment Themes
Signal Capital Oak Radial Ember Fusion
Investment Vehicles
Ridge momentum
Services
Catalyst Horizon Atlas Eagle Delta radial North Timber foundation Signal Vital
Technology
Vital frontier Eagle delta Vital insight Oak Frontier element Catalyst glacier
Owner & Executives
STEVEN EUGENE NEELEY
Chief Compliance Officer, Chief Investment Officer, Managing Member, PRINCIPAL
- CRD
- #5817540
- Ownership
- 75% or more
(861) 462-8851
quantum.wave@zenithcapital.com
in linkedin.com/in/bridge-vertex
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $14,384,119 | -- |
| Non-Discretionary | $0 | -- |
| Total | $14,384,119 | -- |
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Separately Managed Accounts
Total SMA Asset: $14,384,119
Equity - Exchange:
20.2% Public Funds:
39.3% Cash:
10.5% Derivatives:
30.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $453,314,683 | 20.2% |
| Public Funds | $881,943,913 | 39.3% |
| Cash | $235,633,870 | 10.5% |
| Derivatives | $673,239,629 | 30.0% |
| Total | $2,244,132,095 | 100.0% |