Fortis Advisors, LLC
● SEC registered since 2014CRD 164498SEC# 801-80177Wayne, PA
Ranks #3,679 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$584.3M
Fund GAV
$163.1M
Private funds
6
Employees
5
Accounts
344
Location
Wayne, PA
Fortis Advisors, LLC assets under management
Fortis Advisors, LLC operates as an SEC-registered investment adviser based in Wayne, PA. The firm has been registered since 2014. It reports $584.3 million in regulatory assets under management and employs 5 people. Fortis Advisors, LLC manages 6 private funds with combined gross assets of $163.1 million, including Fortis Capital Real Estate Fund, LLC. By regulatory assets, it ranks 3,679 of 6,004 private fund managers.
Fortis Advisors, LLC private funds
6 funds · $163.1M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Fortis Capital Real Estate Fund, LLC | Real Estate | $127.7M | $100K |
| Fortis Capital Real Estate Fund II, LLC | Real Estate | $16.6M | $100K |
| Fortis Private Strategies III, LLC | Securitized Asset | $9.4M | $25K |
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Join to unlock · $37/moFortis Advisors, LLC owners & executives
7 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Colleen Anne Kelly Control | Chief Compliance Officer | Under 5% | 2017 |
| Derek Brock Boles Control | President | Under 5% | 2013 |
| Fortis Family Office, LLC (formerly Fortis Wealth, LP) Control | Holding Company/Managing Member | Over 75% | 2013 |
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Join to unlock · $37/moFrequently asked questions
How much does Fortis Advisors, LLC manage?
Fortis Advisors, LLC reports $584.3 million in regulatory assets under management on its Form ADV.
How many private funds does Fortis Advisors, LLC manage?
Fortis Advisors, LLC manages 6 private funds with combined gross assets of $163.1 million.
How many employees does Fortis Advisors, LLC have?
Fortis Advisors, LLC reports 5 employees.
Where is Fortis Advisors, LLC located?
Fortis Advisors, LLC is based in Wayne, PA and has been SEC-registered since 2014.
Does Fortis Advisors, LLC disclose fund performance?
Fortis Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 656 E. Swedesford Road, Suite 330, Wayne, PA 19087 |
| Phone | 610-313-0910 |
| Fax | 610-971-1659 |
| Office hours | 9a.m.-5p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$584.3M▲ 15%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 44%
Larger than 56% of 16,271 advisers
AUM vs fund managersTop 61%
Larger than 39% of 6,004 private-fund managers
Number of fundsTop 36%
More funds than 64% of fund managers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$584.3Mregulatory AUM
Discretionary $427.2MNon-discretionary $157.1M
Fund type mix
Real Estate4
Securitized Asset2
Service providers
Custodian
Administrator