Fortis Capital Advisors

What Fortis Capital Advisors does

Fortis Capital Advisors, LLC is a privately held, SEC-registered investment adviser (RIA) organized as a Kansas LLC and headquartered at 7301 Mission Road, Suite 326, Prairie Village, KS. The firm operates a boutique wealth management platform that unifies investment advisory, retirement planning, insurance and protection, estate and legacy planning, tax integration, and cash flow and distribution under a single relationship, serving individuals and families, business owners and entrepreneurs, and high-earning professionals with complex compensation structures.

The platform is delivered through a national network that combines direct advisor relationships with a partner-firm channel (more than a dozen named affiliated practices including Compass Wealth Solutions, Copa Wealth Strategies, CoreTactic, DAK Financial Services, Defiant Services, FernBridge, Gratus Wealth, LRVS Advisory, MTN Fin Capital, Rioga Capital, Serenity Wealth, Turman Financial, Fortis Lux, and Fortis Strategic Partners). Underlying technology integrates with Fidelity, Charles Schwab, and an Orion-powered Fortis Client Portal, with no proprietary AI/ML or data assets disclosed. Senior leadership comprises a CEO (Roman Moldavsky), Chief Growth Officer, CFA Chief Investment Officer, CFP Chief Compliance Officer, Head of M&A, and a National Sales Director for Asset Management, supported by CFA, CFP, CPA, and AIF credentialed advisors.

The firm has grown through a sustained acquisition and partnership cadence: Next Horizon Advisors in April 2022 for $200 million, Leonard Management Group in April 2022, ClearPath Financial in April 2024, LRVS Advisory Group in February 2025, and Risemint in August 2025, followed by the unification of ClearPath under the Fortis brand in January 2026 and the addition of the Kusner, Meyer & Berner team in May 2026. Revenue is generated through recurring investment advisory fees (subscription-style), pricing is quote-based and not publicly disclosed, and the firm was recognized on Newsweek's America's Top Financial Advisory Firms for 2026 list selected from over 16,000 SEC-registered advisers.

Name

Fortis Capital Advisors

Legal name

Fortis Capital Advisors, LLC

Website

https://fortiscapitaladvisors.com

Company type

Private

Founded year

2020

Operating status

Operating

Headcount range

11–50 employees

Short description

Fortis Capital Advisors is a privately held, SEC-registered boutique investment adviser that delivers integrated wealth management—investment advisory, retirement, estate, tax, insurance, and cash flow planning—to individuals, families, business owners, and high-earning professionals through a national network of direct advisors and affiliated partner firms.

Ownership category

akta.pro rank

Product category

Wealth Management

NAICS

Portfolio Management and Investment Advice (52394)

SIC

Investment Advice (6282)

akta.pro industry

PRIMARYFSAEABAK

Digital/Hybrid Robo-Wealth & Retirement Advisory

Financial & Insurance/Financial Advisory, Brokerage & Intermediation/Wealth & Retirement Advisory

SECONDARYFSAAABAD

Advisory Portfolio Management (Non-Discretionary)

Financial & Insurance/Asset & Wealth Management/Private Banking & HNW/UHNW Wealth Management

SECONDARYFSAGAEAH

Digital Wealth Platforms for Advisors (TAMP/Advisor Tech)

Financial & Insurance/Financial Technology (Fintech)/Robo-Advisory & Digital Wealth Platforms

Keywords

• Boutique wealth management
• Investment advisory services
• Retirement planning
• Estate legacy planning
• Financial planning

Headquarters

HQ city

Reno

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure, Others

Revenue model

1. Investment Advisory Fees: Fortis Capital Advisors, LLC is an SEC-registered investment adviser that provides investment advice to individual investors and businesses, generating revenue through advisory fees.

Go-to-market motion1 record

Distribution channels2 records

Marketing channels4 records

Core offering

Fortis Capital Advisors is a boutique, SEC-registered investment adviser that delivers integrated wealth management services including investment advisory, retirement planning, insurance and protection, estate and legacy planning, tax integration, and cash flow and distribution management. The firm serves individuals, families, business owners, and high-earning professionals through a national network of credentialed advisors and affiliated partner practices operating under the Fortis brand. Revenue is generated through recurring investment advisory fees on client assets.

Product overview

Fortis Capital Advisors operates as a boutique wealth management firm offering a single integrated platform that unifies investment advisory, retirement planning, insurance and protection, estate and legacy planning, tax integration, and cash flow and distribution services. The platform delivers coordinated, comprehensive financial guidance through a relationship-driven model, serving individuals, families, business owners, and high-earning professionals. The firm also maintains a network of affiliated partner practices under the Fortis brand.

Differentiator

Problem solved

Functional benefit

Brands

• ClearPath: A client practice that aligned under the Fortis Capital Advisors brand from the previous 'ClearPath Financial, powered by Fortis Capital' naming. ClearPath Tax and ClearPath Mortgage continue operating under their current names.
• Fortis Lux
• Fortis Strategic Partners
• The KMB Group

Products and services

• Investment Advisory Tailored investment portfolios that grow with client goals and shift as priorities change, with recommendations aligned to the broader financial story for individuals, families, and business owners served by Fortis Capital Advisors.
• Retirement Planning Strategic preparation to help clients understand what is possible, what is required, and how to position resources for lasting income in retirement, integrated with broader wealth planning at Fortis Capital Advisors.
• Insurance & Protection Risk assessment and protection strategies that safeguard family, lifestyle, or business, providing stability when it matters most as part of Fortis Capital Advisors' integrated wealth platform.
• Estate & Legacy Planning Structuring client estates to preserve intentions, protect families, and transfer wealth efficiently across generations, delivered as part of Fortis Capital Advisors' integrated planning offering.
• Tax Integration Tax planning embedded into every financial decision, coordinated with tax professionals to identify opportunities and minimize inefficiencies across client wealth plans.
• Cash Flow & Distribution Cash flow management keeping clients flexible and in control, optimizing savings and spending while preparing for major financial moments within Fortis Capital Advisors' integrated wealth platform.
• Fortis Capital Advisors Platform A comprehensive, integrated wealth platform that unites investment advisory, retirement planning, insurance, estate planning, tax integration, and cash flow management under one trusted relationship, delivered through Fortis's national advisor and partner firm network.

Named customers4 records

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Five partnerships are on record, tiered core.

• Kusner, Meyer & BernercoreChannel Partner/ Reseller/ Distributor · 11 May 2026Fortis Capital Advisors added three financial advisors — Ben Kusner, Shane Meyer, and Steve Berner — to its firm, strengthening its national presence in wealth management services. The new team brings decades of combined experience and longstanding roots in Michigan and Northwest Ohio, with a client base expanding nationally. Advisors will continue serving clients with their relationship-driven approach while gaining access to expanded resources and broader capabilities through Fortis's platform.
• ClearPathcoreChannel Partner/ Reseller/ Distributor · 30 January 2026ClearPath officially aligned its client practice under the Fortis Capital Advisors brand, transitioning from 'ClearPath Financial, powered by Fortis Capital' naming to a unified Fortis Capital Advisors identity. Led by Jessica Nieminski, the alignment maintains client accounts, investments, and advisor relationships unchanged while gaining access to expanded technology platforms, deeper planning resources, and increased investment and research support. ClearPath Tax and ClearPath Mortgage continue under their current names.
• RisemintcoreStrategic or Co-development Partner · 21 August 2025Fortis Capital Advisors announced a partnership with Risemint, an independent wealth management firm founded in 2019, which was merged before the partnership to manage over $120 million. The collaboration leverages Fortis Capital's team to enhance Risemint's personalized wealth services and supports Bryce Johnson's portfolio management role.
• LRVS Advisory GroupcoreChannel Partner/ Reseller/ Distributor · 3 February 2025Fortis Capital Advisors announced a merger with LRVS Advisory Group, a financial advisory firm, to expand its services and expertise. The merger aims to strengthen client offerings, support growth, and enhance strategic advisory capabilities.
• Next Horizon AdvisorscoreChannel Partner/ Reseller/ Distributor · 13 April 2022Fortis Capital Advisors acquired Next Horizon Advisors, a wealth management firm based in Princeton, NJ, in a transaction valued at $200 million. The acquisition aimed to expand Fortis Capital's national footprint and grow its advisor and client base.

Scale indicators4 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Hightower Advisors: Boutique RIA roll-up platform that acquires and partners with independent advisory practices nationwide. Highly comparable to Fortis's acquisition-led growth model, advisor partnership structure, and target market of HNW individuals, families, and business owners.
• Mariner Wealth Advisors: National wealth advisory firm built through acquisitions and organic growth, offering integrated financial planning, investment, tax, and estate services. Closely comparable to Fortis in service breadth, acquisition strategy, and HNW/UHNW client focus.
• Carson Group: RIA and advisor support platform that partners with independent financial advisors and provides investment, coaching, and back-office services. Comparable to Fortis in advisor partnership model and integrated wealth platform delivery.
• Sanctuary Wealth: Wealth management platform built by partnering with and acquiring high-performing advisor teams, providing compliance, technology, and investment resources. Closely comparable to Fortis's partner-firm network and lift-out model.
• Wealth Enhancement Group: Independent RIA built through acquisitions of established wealth management firms, offering comprehensive financial planning to HNW clients. Comparable in M&A-driven growth strategy and target client base to Fortis.

Broad incumbents

• Cetera Financial Group: Large multi-channel wealth management platform serving independent advisors and their clients with investment, planning, and practice management support. Comparable to Fortis in target market (independent advisor practices) but at significantly larger scale and broader product breadth.
• Focus Financial Partners: Leading RIA roll-up consolidator that acquires minority and majority stakes in independent wealth management firms. Directly comparable acquisition model to Fortis but at substantially larger scale with dozens of partner firms.
• Commonwealth Financial Network: Independent broker-dealer and RIA supporting thousands of financial advisors with practice management, technology, and investment solutions. Comparable to Fortis in serving independent advisors but at a much larger national scale.
• LPL Financial: Largest independent broker-dealer and RIA custodian in the U.S., providing technology, custody, and compliance infrastructure to independent advisors. Adjacent comparable given Fortis's reliance on Fidelity/Schwab/Orion integrations and similar advisor-support positioning.

Emerging players

• Kestra Financial: Independent wealth management platform supporting financial advisors with technology, investment, and back-office services. Comparable in advisor-support business model to Fortis, though at a different stage of scale and ownership structure.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/fortis-capital-advisors
• Instagraminstagram.com/fortiscapitaladvisors

Revenue estimate

Valuation estimate

Number of profiles

Profiles14 records

Subsidiaries2 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A5 records

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Fortis Capital Advisors