SourcingSourcing

FORT ADVISORS INC

B54
CRD 299243·SEC 801-128317·AUSTIN, TX
AUM
$146.3M
$100M-$500M
Est. Revenue
$1.5M
@ 1% on AUM
Est. EBITDA
$439K
@ 30% margin
Est. Deal Value
$3.5M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
FORT ADVISORS INC
CRD
299243
SEC file #
801-128317
EIN
—
DBA names
—

Economics

AUM
$146.3M
AUM band
$100M-$500M
AUM trajectory
'25'26
$127.6M → $146.3M▲ +15%
Client mix
Individuals Other367
Individuals High Net Worth47

Operations

Employees (total)
3
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'25'26
3 advisors → 3 advisors▬ 0%
Primary office
AUSTIN TX
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsSelection of other advisersOther Advisory Services
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
03/28/2026
ADV-W filed at
—
Website
linkedin.com/company/fort-wealth-management-inc(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
Fort, Justin, Lee
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
Fort, Justin, Lee
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:fort.com

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.2886
Soi Zip Pct 200k Plus
0.089
Soi Zip Returns 200k Plus
1,320
Soi Zip Total AGI
1,315,602
Fdic Zip Total Deposits
2,757,492,000
Fdic Zip Branch Count
96
Fdic Zip Top Banks
Wells Fargo Bank, National Association
JPMorgan Chase Bank, National Association

Compliance & brand

Firm Registration Status
active

All other collected signals (19)

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
3
Bc Firm IAR Count
3
Custodian Candidates
Full
Charles Schwab6
E*trade4
Fdic Zip Branches Raw
Bank UnitedAustin, TX
Bank UnitedAustin, TX
Fdic Zip HHI
1869.93
Fdic Zip Top Bank Share Pct
33.96
Fdic Zip Year
2025
Firm Has Custody
Yes
Mailing Office Differs
No
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI34,947
Returns2,720
Stub 2
AGI136,960
Returns3,630
Stub 3
AGI161,486
Returns2,640
Soi Zip Total Business Income
39,485
Soi Zip Total Cap Gains
34,774
Soi Zip Total Dividends
18,256
Soi Zip Total Returns
14,830
Top Owner CRD
6015079
Trust Company Affiliate
No

People (3)

3
Fort, Justin, Lee
IAR · Direct Owner · 87.5%
6015079
SAM GENE COOK
IAR
3119029
QUINC VERNE PEARCY
IAR
6328329