SourcingSourcing

FORTIS CAPITAL ADVISORS, LLC

C20
CRD 309709·SEC 801-119354·PRAIRIE VILLAGE, KS
AUM
$1.62B
$1B+
Est. Revenue
$16.2M
@ 1% on AUM
Est. EBITDA
$4.8M
@ 30% margin
Est. Deal Value
$38.8M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
FORTIS CAPITAL ADVISORS, LLC
CRD
309709
SEC file #
801-119354
EIN
851347082
DBA names
—

Economics

AUM
$1.62B
AUM band
$1B+
AUM trajectory
'22'26
$22.4M → $1.62B▲ +7122%
Client mix
Individuals Other1,764
Individuals High Net Worth363
Pension Profit Sharing Plans24
Corporations18
Charitable Organizations2

Operations

Employees (total)
68
Advisory staff (per ADV)
57
Advisory staff (5-yr trend)
'22'26
8 advisors → 57 advisors▲ +613%
Primary office
PRAIRIE VILLAGE KS
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesPension consulting
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
03/17/2026
ADV-W filed at
—
Website
fortiscapitaladvisors.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
MALITSKY, FELIX
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
4
Control Persons
MALITSKY, FELIX
MOLDAVSKY, ROMAN
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
ok
Rdap Domain
FORTISCAPITALADVISORS.COM
Rdap Domain Creation Date
2020-05-15T21:06:46Z
Rdap Firm Age Years
6
Rdap Firm Age Band
5-10y
Rdap Registrar
Network Solutions, LLC

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001959790
Edgar Registered
Yes
Edgar Filing Count
16
Edgar First Filing Date
2023-02-14
Edgar Last Filing Date
2026-04-28
Edgar 13f Count
14
Edgar 13f Latest AUM Estimate
Filing Date2026-04-28
Accession0001959790-26-000003

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.4828
Soi Zip Pct 200k Plus
0.2423
Soi Zip Returns 200k Plus
2,670
Soi Zip Total AGI
2,717,507
Fdic Zip Total Deposits
26,571,737,000
Fdic Zip Branch Count
397
Fdic Zip Top Banks
Capitol Federal Savings Bank
U.S. Bank National Association

Compliance & brand

Firm Registration Status
active

All other collected signals (27)

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

Adv W Recently Filed
No
Bc Firm Active Bc Count
11
Bc Firm Active IA Count
50
Bc Firm IAR Count
50
Custodian Candidates
Full
Charles Schwab6
Fidelity4
E*trade4
Edgar Addresses
Mailing
7301 MISSION ROADSUITE 326PRAIRIE VILLAGE, KS 66208
Business
7301 MISSION ROADSUITE 326PRAIRIE VILLAGE, KS 66208
Edgar EIN
851347082
Edgar Recent Filings
13F-HR2026-04-28 · 0001959790-26-000003
13F-HR2026-01-27 · 0001959790-26-000001
Fdic Zip Branches Raw
Mercantile Bank of KansasPrairie Village, KS
Mercantile Bank of KansasPrairie Village, KS
Fdic Zip HHI
1094.42
Fdic Zip Top Bank Share Pct
21.13
Fdic Zip Year
2025
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2029-05-15T21:06:46Z
Rdap Domain Last Changed
2026-04-25T07:22:36Z
Rdap Nameservers
Ns11.worldnic.comNs12.worldnic.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI19,851
Returns1,810
Stub 2
AGI49,583
Returns1,320
Stub 3
AGI86,792
Returns1,390
Soi Zip Total Business Income
121,664
Soi Zip Total Cap Gains
383,723
Soi Zip Total Dividends
170,716
Soi Zip Total Returns
11,020
Top Owner CRD
4542585
Trust Company Affiliate
No

People (54)

54
FELIX MALITSKY
Direct Owner · 87.5%
4542585
ROMAN MOLDAVSKY
Direct Owner · 17.5%
4726235
HAGG, ROBERT, MICHAEL
Direct Owner · 7.5%
4615628
VINCETTI, BELENA, GAY
Executive Officer · 2.5%
5207515
David Paul Palladino
IAR
7548619
Karol Krucinski
IAR
7427155
JUSTIN MICHAEL MARCUS
IAR
5558923
Karen Sullivan
IAR
7668581
Joshua Steven Powers
IAR
8085946
KEITH ALLEN JAWORSKI
IAR
1278848
Bijou Schmidt
IAR
7534770
ALEC NORTON
IAR
7275962
Nicholas Robert Gorton
IAR
8166773
MATHEW JOSEPH HULTQUIST
IAR
4454730
MULLIN, PATRICK, MICHAEL
IAR
1567630
MANISH C SHAH
IAR
3243306
JEFFREY POLANCO
IAR
6146571
WILLIAM HOWARD HOOVER
IAR
4686428
BRYCE CARROLL JOHNSON
IAR
5133234
AARON MICHAEL VAUGHN
IAR
4514977
DOUGLAS A KARTSEN
IAR
5150347
MELISSA GAMBILL DAY
IAR
4526765
SHRIKANT M NADKARNI
IAR
1921932
Viswanathan Venugopala
IAR
6259287
JEFFREY GARRETT VAN SICLEN
IAR
6075974
MARC STEFAN INSTRUM
IAR
6199845
SEAN PATRICK ONEIL
IAR
6105643
PATRICK ANDREW LAWLER
IAR
5943951
MICHAEL ROBERT DIAS
IAR
6355236
TUCKER VAUGHAN ROEDER
IAR
5691096
Riley Hayes
IAR
7240673
GREGORY DOMOND
IAR
4958679
CHARLES W CREWS
IAR
4509752
EDWARD THOMAS MOORE
IAR
4202226
Ian Weiner
IAR
6750787
JOHN MCDONALD TURMAN
IAR
3026642
STANLEY JOHN NIEMINSKI
IAR
2111515
AMIT A TRIVEDI
IAR
6494804
Michael Edward Posey
IAR
6687730
CHAD TERRY JOSHPE
IAR
4914250
JESSICA LYNN NIEMINSKI
IAR
5167744
BENJAMIN AARON KUSNER
IAR
4031062
STEVEN HAROLD BERNER
IAR
2400702
SHANE MICHAEL MEYER
IAR
4314134
ADELAINA N WELCH
IAR
6163686
JACOB SYDNEY WALDMAN
IAR
6205396
Emilio Enrique Rivera
IAR
4258690
STEPHAN TODD DAY
IAR
2694751
JAMES JOSEPH MCGINTY
IAR
2813265
CHRISTOPHER TAYLOR COOPER
IAR
4120901
KARI TIMONEN
IAR
6172895
Megan A Rehill
IAR
5872640
Jonathan David Grimm
IAR
7147479
DANIEL JOHN PETRIE
IAR
1543568