SourcingSourcing

FORTIS CAPITAL MANAGEMENT LLC

C16
CRD 172198·SEC 801-113097·BELLEVUE, WA
AUM
$1.16B
$1B+
Est. Revenue
$11.6M
@ 1% on AUM
Est. EBITDA
$3.5M
@ 30% margin
Est. Deal Value
$27.9M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
FORTIS CAPITAL MANAGEMENT LLC
CRD
172198
SEC file #
801-113097
EIN
465353532
DBA names
—

Economics

AUM
$1.16B
AUM band
$1B+
AUM trajectory
'20'26
$26.6M → $1.16B▲ +4265%
Client mix
Individuals Other398
Individuals High Net Worth267
Pension Profit Sharing Plans19
Pooled Investment Vehicles2
Charitable Organizations2

Operations

Employees (total)
22
Advisory staff (per ADV)
18
Advisory staff (5-yr trend)
'20'26
6 advisors → 18 advisors▲ +200%
Primary office
BELLEVUE WA
Branches
—

Custodian & Brokerage

Primary custodian
Fidelitylow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — pooled vehiclesPortfolio mgmt — businesses
Fee basis
% of AUMHourly chargesFixed feesPerformance-based fees

Filings

Latest ADV filing
04/29/2026
ADV-W filed at
—
Website
twitter.com/fortiswealthmgt(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
FORTIS HOLDINGS LLC
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
4
Control Persons
FORTIS HOLDINGS LLC
BOROUGHS, MICHAEL, ROBERT
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
social_url_excluded:twitter.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001802167
Edgar Registered
Yes
Edgar Filing Count
31
Edgar First Filing Date
2020-02-14
Edgar Last Filing Date
2026-05-12
Edgar 13f Count
26
Edgar 13f Latest AUM Estimate
Filing Date2026-05-12
Accession0001398344-26-008947

Compliance & brand

Firm Registration Status
active

All other collected signals (11)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
16
Bc Firm IAR Count
16
Custodian Candidates
Full
Fidelity10
Charles Schwab6
Interactive Brokers5
E*trade4
Edgar Addresses
Mailing
3600 136TH PL SESUITE 270BELLEVUE, WA 98006
Business
3600 136TH PL SESUITE 270BELLEVUE, WA 98006
Edgar EIN
465353532
Edgar Recent Filings
13F-HR2026-05-12 · 0001398344-26-008947
13F-HR2026-02-13 · 0001398344-26-003165
Firm Has Custody
Yes
Mailing Office Differs
No
Trust Company Affiliate
No

People (17)

17
MISLEH, PAUL, EASA
IAR · Executive Officer · 2.5%
6378860
BOROUGHS, MICHAEL, ROBERT
IAR · Executive Officer · 2.5%
6169300
RUDOLF, JAMES, DICKENSON
Executive Officer · 2.5%
5924815
CORBAN ADDISON PARKER
IAR
6359779
ARLIE JAMES SKURDAL
IAR
1688925
JORDAN STOVER
IAR
7044561
Stanislav Ruslanovich Vorobets
IAR
7611640
Dyllan Gregory Krouse
IAR
8177806
JOHN MICHAEL HEFFEL
IAR
6409747
Grace Teresa Rollins
IAR
7450375
CONNOR SCOTT BLACK
IAR
6521715
W. CURTIS ERICKSON
IAR
4093584
Emme Helene Victoria Osborne
IAR
7716955
DIETER UDO DREWS
IAR
3225773
Justin A Arnold
IAR
6429666
Laurence Ray Donohue
IAR
6949590
JACK WOODIN STIGER
IAR
7380865