FORT ADVISORS INC
Adviser information for FORT ADVISORS INC last updated from Form ADV on March 25th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
Type of Organization | Corporation |
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Fiscal Year End | DECEMBER |
Legal Location | Texas, United States |
Employees
Total Number of Employees | 3 |
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Investment Advisory/Research | 3 |
Registered Broker-Dealer Representatives | 0 |
Registered State Investment Advisers | 3 |
Licensed Agents of an Insurance Company | 3 |
No. of Firms/People that Solicit Clients | 0 |
RAUM
Provides Management of Securities Portfolios | Yes |
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Type | Accounts | RAUM |
---|---|---|
Discretionary | 600 | $111.4M |
Non-Discretionary | 0 | $0 |
Total | 600 | $111.4M |
Clients
Type | Number | RAUM |
---|---|---|
Individuals | 361 | $47.9M |
HNW Individuals | 64 | $63.5M |
Banking or thrift institutions | 0 | $0 |
Investment companies | 0 | $0 |
Business development companies | 0 | $0 |
Pooled investment vehicles | 0 | $0 |
Pension and profit sharing plans | 0 | $0 |
Charitable organizations | 0 | $0 |
State or municipal gov entities | 0 | $0 |
Other investment advisers | 0 | $0 |
Insurance companies | 0 | $0 |
Sovereign wealth funds and foreign official institutions | 0 | $0 |
Corporations or other businesses | 0 | $0 |
Other | 0 | $0 |
Type | Number |
---|---|
No. of Non-RAUM Clients | 0 |
No. of Non-U.S. Clients | 0 |
No. of Financial Planning Clients | 0 |
Services
Advisory Services | Financial planningPortfolio management for individuals and/or small businessesSelection of other advisers (including private fund managers)PRIVATE INVESTMENT DUE DILIGENCE |
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Compensation | % of AUMHourly chargesFixed fees |
Identifiers
SEC RIA File Number | 801-128317 |
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SEC ERA File Number | 801-128317 |
SEC CIK Numbers | None |
SEC CRD Numbers | 299243 |
Legal Entity Identifier | None |
Principal Office
7701 SAN FELIPE BLVD.SUITE 100
AUSTIN
TX
United States
NOT APPLICABLE - OFFICE VISITS BY APPOINTMENT ONLY, NOT APPLICABLE - OFFICE VISITS BY APPOINTMENT ONLY
Tel: 512-433-6492, Fax: N/A
Chief Compliance Officer
JUSTIN FORT
CHIEF COMPLIANCE OFFICER
7701 SAN FELIPE BLVD.
AUSTIN
TX
United States
Tel:
512-433-6492
Fax:
N/A
J*****@*********M
(Full email address available in API data)
Industry Affiliates
AMICORD LLC | Insurance company or agency |
Private Funds
Name | Type | Assets $USD | Min Investment $USD | No. Owners |
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None
Control Persons
Name | Type | Entity | Title | Since | Ownership |
---|---|---|---|---|---|
Fort, Justin, Lee | Individual | – | SHAREHOLDER/CHIEF COMPLIANCE OFFICER | 09/2018 | > 75% |