Fortress Capital Advisors
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$14,384,119
Clients
18
44% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
18
TypicalAverage account size
$799,118
About
Fortress Capital Advisors is a small, independent registered investment adviser that serves individual clients (including high‑net‑worth individuals) as well as businesses, foundations, charitable organizations and retirement plans. The firm offers comprehensive financial planning, ongoing portfolio management, retirement-plan advice and business consulting, and it also presents public educational workshops on personal finance topics.
Portfolios are constructed to match each client’s objectives, time horizon and risk tolerance and may employ a mix of active, passive and core‑and‑satellite approaches; the firm may use derivatives, options and private‑equity holdings when appropriate. Management is provided on both discretionary and non‑discretionary bases, and the firm relies on third‑party custodial and reporting technology to implement trades and produce regular performance reports.
What distinguishes the firm from many solo independent advisers is its concurrent work with institutional clients and its offering of educational seminars, both of which are less common in this peer group. Given the firm’s modest asset base and small client roster, its willingness to include hedging strategies and alternative exposures and to act as a limited ERISA §3(21) plan fiduciary are noteworthy operational features.
Client services
Financial planning
Portfolio management
Educational seminars or workshops
Expertise
Cash flow / budgeting
Debt management
College savings (529s, UTMA, etc.)
General retirement planning
Retirement withdrawal strategies
Fee options
Comprehensive financial planning flat fee between $4,000 and $10,000; ongoing financial planning flat fee $7,500 to $15,000 annually
$750,000 - $999,999: 1.00% annually $1,000,000 - $1,666,667: 0.75% annually $1,666,667+: 0.35% annually
Account minimum: $750,000 Minimum fee: $7,500 minimum annual fee ($625 per month) for portfolio management Fee-only: Flat fee financial planning: $7,500 to $15,000 annually, billed monthly in arrears; Flat fee comprehensive financial plan: $4,000 to $10,000 one-time fee
Main office location
Fortress Capital Advisors
Carmel IN, United States
Number of offices
2
Most active in
Fortress Capital Advisors has reported serving >5 clients in these states in the last 12 months.
Indiana · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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