Fortis Capital Advisors, Llc
SEC-registered
Wealth Manager · Mid-sized ($1B–$10B)
CRD 309709
· SEC file 801-119354
· Prairie Village, KS
· www.compass-wealth-solutions.com
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ADV data as of Jun 04, 2026
- Regulatory AUM
- $1.6B
- Discretionary
- $1.6B
- Clients
- 2,171
- Avg AUM / client
- $744K
- Accounts
- 4,475
- Employees
- 68
AUM over time
$0
$1.6B
Jul 2020
Jun 2026
Annual snapshots from Form ADV filings · as of Jun 04, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 1,764 | $475M | 29.4% |
| High net worth individuals | 363 | $1.0B | 64.3% |
| Pension and profit sharing plans | 24 | $50.3M | 3.12% |
| Charitable organizations | 2 | $2.0M | 0.13% |
| Corporations and other businesses | 18 | $50.0M | 3.09% |
People (69)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Hagg, Robert, Michael | Chief Executive Officer | Jun 2020 (6y) | 5% – 10% | |
| Roman Moldavsky | Chief Operating Officer | Jun 2020 (6y) | 5% – 10% | |
| Belena Gay Vincetti | Chief Compliance Officer | CFP | Aug 2021 (5y) | Less than 5% |
| Malitsky, Donatella, Gugliotti | Director | Aug 2021 (5y) | 75% or more | |
| Justin Michael Marcus | Registered representative | Jul 2021 (5y) | ||
| Kari Timonen | Registered representative | Aug 2021 (5y) | ||
| Jeffrey Polanco | Registered representative | Sep 2021 (5y) | ||
| Shrikant M Nadkarni | Registered representative | Apr 2022 (4y) | ||
| Manish C Shah | Registered representative | May 2022 (4y) | ||
| David Paul Palladino | Registered representative | Jun 2022 (4y) | ||
| Stephan Todd Day | Registered representative | Feb 2023 (3y) | ||
| Matthew Allyn Joyner | Registered representative | CFP | Mar 2023 (3y) | |
| Michael Edward Posey | Registered representative | May 2023 (3y) | ||
| Melissa Gambill Day | Registered representative | Jun 2023 (3y) | ||
| Charles W Crews | Registered representative | Nov 2023 (3y) | ||
| Jessica Lynn Nieminski | Registered representative | Jan 2024 (3y) | ||
| Alec Norton | Registered representative | Jan 2024 (3y) | ||
| David Cleary | Registered representative | CFA | Feb 2024 (2y) | |
| Stanley John Nieminski | Registered representative | CFP Personal Financial Specialist | Feb 2024 (2y) | |
| Patrick Mullin | Registered representative | CFA | Feb 2024 (2y) | |
| Karol Krucinski | Registered representative | CFA | Apr 2024 (2y) | |
| Christopher Taylor Cooper | Registered representative | May 2024 (2y) | ||
| Emilio Enrique Rivera | Registered representative | Aug 2024 (2y) | ||
| Isaac Keil | Registered representative | CFP | Aug 2024 (2y) | |
| Viswanathan Venugopala | Registered representative | CFA | Aug 2024 (2y) | |
| Chad Terry Joshpe | Registered representative | CFP Chartered Financial Consultant | Sep 2024 (2y) | |
| Riley Hayes | Registered representative | Nov 2024 (2y) | ||
| Ian Weiner | Registered representative | CFP | Nov 2024 (2y) | |
| Benjamin Webb Sabin | Registered representative | Nov 2024 (2y) | ||
| Albert Aaron Berg | Registered representative | Nov 2024 (2y) | ||
| Russell Gerard Christopher | Registered representative | Nov 2024 (2y) | ||
| Karen Sullivan | Registered representative | Jan 2025 (2y) | ||
| Sean Patrick Oneil | Registered representative | Jan 2025 (2y) | ||
| Jacob Sydney Waldman | Registered representative | Jan 2025 (2y) | ||
| Jeffrey Garrett Van Siclen | Registered representative | CFP | Jan 2025 (2y) | |
| Marc Stefan Instrum | Registered representative | CFP | Jan 2025 (2y) | |
| Michael Robert Dias | Registered representative | Jan 2025 (2y) | ||
| James Joseph Mcginty | Registered representative | Jan 2025 (2y) | ||
| Tucker Vaughan Roeder | Registered representative | Jan 2025 (2y) | ||
| Patrick Andrew Lawler | Registered representative | CFP | Jan 2025 (2y) | |
| Keith Allen Jaworski | Registered representative | CFA | Feb 2025 (1y) | |
| Bijou Schmidt | Registered representative | Feb 2025 (1y) | ||
| William Howard Hoover | Registered representative | Mar 2025 (1y) | ||
| Jonathan David Grimm | Registered representative | May 2025 (1y) | ||
| Bryce Carroll Johnson | Registered representative | Jul 2025 (1y) | ||
| Edward Thomas Moore | Registered representative | Jul 2025 (1y) | ||
| Amit A Trivedi | Registered representative | Aug 2025 (1y) | ||
| Megan A Rehill | Registered representative | Aug 2025 (1y) | ||
| Joshua Steven Powers | Registered representative | Sep 2025 (1y) | ||
| Manuel Martinez | Registered representative | Oct 2025 (1y) | ||
| Nicholas Robert Gorton | Registered representative | Oct 2025 (1y) | ||
| Wyatt Mitchell Warberg | Registered representative | Jan 2026 (1y) | ||
| William Brady Coughlin | Registered representative | Jan 2026 (1y) | ||
| Douglas A Kartsen | Registered representative | CFA | Jan 2026 (1y) | |
| Mathew Joseph Hultquist | Registered representative | Jan 2026 (1y) | ||
| Gregory Domond | Registered representative | Jan 2026 (1y) | ||
| Daniel John Petrie | Registered representative | Feb 2026 (0y) | ||
| Aaron Michael Vaughn | Registered representative | CFP | Feb 2026 (0y) | |
| Adelaina N Welch | Registered representative | May 2026 (0y) | ||
| Shane Michael Meyer | Registered representative | May 2026 (0y) | ||
| Steven Harold Berner | Registered representative | CFP | May 2026 (0y) | |
| Benjamin Aaron Kusner | Registered representative | May 2026 (0y) | ||
| Steven Thomas Gordon | Registered representative | CFP | May 2026 (0y) | |
| Patrick Allan Thomas | Registered representative | May 2026 (0y) | ||
| John Mcdonald Turman | Registered representative | May 2026 (0y) | ||
| David Richard Hofer | Registered representative | Jul 2026 (0y) | ||
| Lori Ann Fernicola | Registered representative | CFP | Jul 2026 (0y) | |
| Nicholas Demitri Darzentas | Registered representative | CFA | Jul 2026 (0y) | |
| Nathan Kaman Gurchak | Registered representative | CFP | Jul 2026 (0y) |
Undisclosed: 0% – 15% 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) | 06/04/2026 | 1.82 MB | 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
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
- • Educational seminars/workshops
Custody
Reported custodians
- Charles Schwab & Co. $1.3B (82% of AUM) Jun 2026
- Fidelity Brokerage Services $164M (10% of AUM) Jun 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have 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: Jun 04, 2026.
View current Form ADV (SEC/IAPD) ↗