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FORTIS PORTFOLIO SOLUTIONS, LLC

B59
CRD 314886·SEC 801-121713·CHICAGO, IL
AUM
$140.0M
$100M-$500M
Est. Revenue
$1.4M
@ 1% on AUM
Est. EBITDA
$420K
@ 30% margin
Est. Deal Value
$3.4M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
FORTIS PORTFOLIO SOLUTIONS, LLC
CRD
314886
SEC file #
801-121713
EIN
—
DBA names
—

Economics

AUM
$140.0M
AUM band
$100M-$500M
AUM trajectory
'23'26
$213.9M → $140.0M▼ -35%
Client mix
Individuals High Net Worth276

Operations

Employees (total)
2
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'22'26
1 advisors → 2 advisors▲ +100%
Primary office
CHICAGO IL
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Portfolio mgmt — individualsPortfolio mgmt — businesses
Fee basis
% of AUM

Filings

Latest ADV filing
03/26/2026
ADV-W filed at
—
Website
fortisportfolio.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
HUTCHENS, MERIDITH, LOUISE
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
HUTCHENS, MERIDITH, LOUISE
Guzy, David, Vincent
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
FORTISPORTFOLIO.COM
Rdap Domain Creation Date
2019-06-06T01:07:43Z
Rdap Firm Age Years
7
Rdap Firm Age Band
5-10y
Rdap Registrar
Automattic Inc.

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (14)

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
1
Bc Firm IAR Count
1
Custodian Candidates
Full
Charles Schwab6
E*trade4
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-06-06T01:07:43Z
Rdap Domain Last Changed
2025-11-24T18:03:14Z
Rdap Nameservers
Ns1.wordpress.comNs2.wordpress.comNs3.wordpress.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Top Owner CRD
2370626
Trust Company Affiliate
No

People (2)

2
HUTCHENS, MERIDITH, LOUISE
IAR · Direct Owner · 87.5%
2370626
Guzy, David, Vincent
Executive Officer · 2.5%
7115293