Fortis Group Advisors Llc
- Regulatory AUM
- $822M
- Discretionary
- $800M
- Clients
- 2,604
- Avg AUM / client
- $316K
- Accounts
- 5,234
- Employees
- 29
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 2,376 | $444M | 54.0% |
| High net worth individuals | 190 | $342M | 41.6% |
| Pension and profit sharing plans | 13 | $9.9M | 1.21% |
| Charitable organizations | 13 | $20.5M | 2.5% |
| Corporations and other businesses | 12 | $5.4M | 0.65% |
People (25)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Kenneally, Christopher | Member | Oct 2017 (9y) | 25% – 50% | |
| Michael George Koch | Member | Oct 2017 (9y) | 10% – 25% | |
| Austin William Sweerus | Chief Compliance Officer | Feb 2018 (8y) | Less than 5% | |
| Eva Marie Rullo | Member | May 2020 (6y) | 25% – 50% | |
| Blake Everett Hahn | Registered representative | Chartered Financial Consultant | Feb 2018 (8y) | |
| Richard Salvatore Lotito | Registered representative | Feb 2018 (8y) | ||
| Vanessa Lynn Johnson | Registered representative | Feb 2018 (8y) | ||
| Edward Alexander Naphor | Registered representative | Dec 2018 (8y) | ||
| Frank Andrew Vicendese | Registered representative | Jan 2019 (8y) | ||
| Marc Anthony Foti | Registered representative | Aug 2019 (7y) | ||
| Michael Anthony Devizio | Registered representative | Sep 2019 (7y) | ||
| Michael John Manginelli | Registered representative | Sep 2019 (7y) | ||
| Stephen Carl Kuchinski | Registered representative | Jan 2020 (7y) | ||
| James D Zahakos | Registered representative | Apr 2020 (6y) | ||
| Joseph John Vanacore | Registered representative | Jun 2020 (6y) | ||
| Jeffrey Cullen Hegener Hackler | Registered representative | Jul 2020 (6y) | ||
| John Sandy Francisco | Registered representative | Nov 2020 (6y) | ||
| Christopher Michael Kenneally | Registered representative | Feb 2021 (6y) | ||
| Daniel L Kalina | Registered representative | Mar 2021 (5y) | ||
| Katherine Taylor Jimerson | Registered representative | Aug 2021 (5y) | ||
| Eric E Naphor | Registered representative | Jan 2022 (5y) | ||
| Christine Ann Cox | Registered representative | Dec 2022 (4y) | ||
| Sarah Tepper Fazzari | Registered representative | Dec 2022 (4y) | ||
| Alfonso Pio Guerriero | Registered representative | Sep 2024 (2y) | ||
| Matthew Tyler Simon | Registered representative | CFP | Feb 2025 (1y) |
Undisclosed: 0% – 40% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/30/2026 | 1010 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $708M (86% of AUM) Mar 2026
- LPL Financial $115M (14% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 30, 2026.
View current Form ADV (SEC/IAPD) ↗