Fortis Capital Management LLC

Fortis Capital Management LLC (CRD# 172198) is a financial advisory firm headquartered in Seattle, WA. They manage $19,000,000 in 221 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    19
    MILLION
  • Total Number of Accounts
    221
    ACCOUNTS
  • Average Account Value
    $85,973
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, TX, WA

Financial Advisors at Fortis Capital Management LLC
Showing 1 - 5 of 5 top financial advisors.
1
Angel D. Cruz
CRD#: 1823725
701 Fifth Avenue, Suite 4200, Seattle, WA 98104
96
Wealthminder
score

Angel Cruz (CRD# 1823725) is an Investment Advisor Representative working at Fortis Capital Management LLC in Seattle, WA and has over 30 years of experience in the finance industry. Angel Cruz has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Arlie J. Skurdal
CRD#: 1688925
Seattle, WA
96
Wealthminder
score

Arlie Skurdal (CRD# 1688925) is an Investment Advisor Representative working at Fortis Capital Management LLC in Seattle, WA and has over 30 years of experience in the finance industry. Arlie Skurdal has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Michael R. Boroughs
CRD#: 6169300
701 Fifth Avenue, Suite 4200, Seattle, WA 98104
90
Wealthminder
score

Michael Boroughs (CRD# 6169300) is an Investment Advisor Representative working at Fortis Capital Management LLC in Seattle, WA and has over 3 years of experience in the finance industry.

4
Paul E. Misleh
CRD#: 6378860
701 Fifth Avenue, Suite 4200, Seattle, WA 98104
90
Wealthminder
score

Paul Misleh (CRD# 6378860) is an Investment Advisor Representative working at Fortis Capital Management LLC in Seattle, WA and has 1 year of experience in the finance industry.

5
Corban A. Parker
CRD#: 6359779
701 Fifth Avenue, Suite 4200, Seattle, WA 98104
88
Wealthminder
score

Corban Parker (CRD# 6359779) is an Investment Advisor Representative working at Fortis Capital Management LLC in Seattle, WA and has 1 year of experience in the finance industry.

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