Fortis Group Advisors LLC
● SEC registered since 2018CRD 290427SEC# 801-112236Westwood, NJ
Reg. AUM
$822.4M
Employees
29
Accounts
5,234
Location
Westwood, NJ
Fortis Group Advisors LLC assets under management
Fortis Group Advisors LLC is a registered investment adviser overseen by the SEC based in Westwood, NJ. The firm has been registered since 2018. It reports $822.4 million in regulatory assets under management and employs 29 people.
Fortis Group Advisors LLC owners & executives
6 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Austin William Sweerus Control | Chief Compliance Officer | Under 5% | 2020 |
| Christine Ann Cox | Member | 5-10% | 2025 |
| Christopher Kenneally Control | Member | 10-25% | 2017 |
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Join to unlock · $37/moFrequently asked questions
How much does Fortis Group Advisors LLC manage?
Fortis Group Advisors LLC reports $822.4 million in regulatory assets under management on its Form ADV.
How many employees does Fortis Group Advisors LLC have?
Fortis Group Advisors LLC reports 29 employees.
Where is Fortis Group Advisors LLC located?
Fortis Group Advisors LLC is based in Westwood, NJ and has been SEC-registered since 2018.
Does Fortis Group Advisors LLC disclose fund performance?
Fortis Group Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 345 Kinderkamack Road, Suite B, Westwood, NJ 07675 |
| Phone | 201-383-0630 |
| Fax | 201-383-0633 |
| Office hours | 9:00 a.m. To 5:00 p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$822.4M▲ 3%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 37%
Larger than 63% of 16,271 advisers
EmployeesTop 18%
More than 82% of 16,825 advisers
Assets under management
$822.4Mregulatory AUM
Discretionary $800.4MNon-discretionary $22M