Charles
Crews

Fortis Capital Advisors, LLC

CRD#4509752
Investment Advisor
in Prairie Village, KS

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About this Advisor

Charles Crews is a financial advisor based in Prairie Village, Kansas, working with Fortis Capital Advisors, LLC. Charles has previously held positions at Sfa Financial LLC, Triad Advisors, Crews Law, Wealth Management Advisors, LLC, Arkadios Capital, Crews Financial Advisors, LLC, and Fortis Capital Advisors, LLC. Charles has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in South Carolina. Currently, Charles is part of Fortis Capital Advisors, LLC, which operates out of Prairie Village, Kansas. The firm has 20 offices and 36 employees. The firm manages assets totaling $331.8 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Fortis Capital Advisors, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

7301 Mission Road Suite 326
Prairie Village, KS 66208

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Fortis Capital Advisors, LLC Brokerage Details

Total Assets Under Management

$331,804,625

KS Average: $2,243,162,756
Total Number of Employees

36

KS Average: 44
Total Number of Accounts

1,024

KS Average: 4,091
Average Account Size

$324,028

KS Average: $548,316

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Charles Crews Work History

2023 - Present (1 year)

Fortis Capital Advisors, LLC

2006 - Present (18 years)

Crews Law

2022 - 2023 (1 year)

Crews Financial Advisors, LLC

2021 - 2022 (1 year)

Arkadios Capital

2018 - 2021 (3 years)

Triad Advisors

2018 - 2022 (4 years)

Wealth Management Advisors, LLC

2012 - 2018 (6 years)

Sfa Financial LLC

Disclosures

Please visit the SEC profile of Charles Crews to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Fortis Capital Advisors, LLC

Joseph Palumbo
Prairie Village, KS
Matthew Alfonzetti
Prairie Village, KS
Matthew Joyner
Prairie Village, KS
Elzbieta Jarzabek
Barrington, IL
David Palladino
Southington, CT
Daniel Mcgurl
Prairie Village, KS
James Balk
Prairie Village, KS
Leonardo Ramirez
Brooklyn, NY

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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