Fort Advisors Inc
● SEC registered since 2023CRD 299243SEC# 801-128317Austin, TX
Reg. AUM
$146.3M
Employees
3
Accounts
713
Location
Austin, TX
Fort Advisors Inc assets under management
Fort Advisors Inc is a registered investment adviser overseen by the SEC based in Austin, TX. The firm has been registered since 2023. It reports $146.3 million in regulatory assets under management and employs 3 people.
Fort Advisors Inc owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Justin Lee Fort Control | Shareholder/Chief Compliance Officer | Over 75% | 2018 |
Frequently asked questions
How much does Fort Advisors Inc manage?
Fort Advisors Inc reports $146.3 million in regulatory assets under management on its Form ADV.
How many employees does Fort Advisors Inc have?
Fort Advisors Inc reports 3 employees.
Where is Fort Advisors Inc located?
Fort Advisors Inc is based in Austin, TX and has been SEC-registered since 2023.
Does Fort Advisors Inc disclose fund performance?
Fort Advisors Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 7701 San Felipe Blvd., Suite 100, Austin, TX 78729 |
| Phone | 512-433-6492 |
| Fax | N/A |
| Office hours | Not Applicable - Office Visits By Appointment Only |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$146.3M▲ 15%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 84%
Larger than 16% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$146.3Mregulatory AUM
Discretionary $146.3M