Fort Advisors Inc

Fort Advisors Inc. is a registered investment advisory firm based in Austin, Texas, established in September 2018 and registered with the U.S. Securities and Exchange Commission in July 2023. The firm offers asset management services on a discretionary and non-discretionary basis, providing investment opportunities in various securities. They also offer financial planning services to help clients set and achieve financial objectives. Fort Advisors may engage third-party investment advisers through sub-advisor arrangements to manage client accounts, with ongoing monitoring and annual reviews. The firm does not have a minimum account size requirement and manages over $127 million in assets as of March 30, 2025. Fees for asset management services are based on a percentage of assets under management, while financial planning fees are negotiable based on complexity. Fees are billed monthly and can be paid directly or deducted from client accounts. Fort Advisors does not participate in wrap fee programs and does not charge performance-based fees. The firm follows a code of ethics, acts as a fiduciary, and discloses potential conflicts of interest, such as recommending insurance products. Clients have discretion over their investments and may impose restrictions based on their values or beliefs. Fort Advisors uses various methods of analysis and investment strategies, including fundamental and technical analysis, to manage client portfolios. Clients are responsible for voting proxies for securities held in their accounts. The firm does not have custody of client funds but may deduct management fees from client accounts.