# FORTIUS FINANCIAL ADVISORS, LLC

FORTIUS FINANCIAL ADVISORS, LLC of SALT LAKE CITY, UT is an SEC-registered investment adviser.

## Registration

- CRD: 128060
- Type: SEC-registered investment adviser
- SEC file number: 801-71571
- Location: 5445 SOUTH HIGHLAND DRIVE, SALT LAKE CITY, UT, 84117
- Phone: 888-365-7009
- Latest filing: 2026-03-31
- Regulatory AUM: $10.9M
- Discretionary AUM: $10.2M
- Non-discretionary AUM: $675K
- Clients: 4
- Accounts: 86

## Business model

- Compensation: % of AUM
- Clients served: High net worth, Pooled vehicles, Pensions, Charities, Investment cos

## Officers, owners & control persons (7)

| Name | Role | Location |
| --- | --- | --- |
| SIMONS RICHARD DARREN | SENIOR PARTNER | — |
| OLIVER GARY E | MEMBER/SENIOR PARTNER; PRESIDENT/OWNER; SENIOR PARTNER | — |
| BOLLINGER JEFF MICHAEL | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER; MANAGING PARTNER; MANAGING PARTNER/CHIEF COMPLIANCE OFFICER (+3 more) | — |
| BUCHANAN ROBERTO G | MEMBER/SENIOR PARTNER; PRESIDENT/OWNER; SENIOR PARTNER | — |
| DEITZ JEANNE MARIE | CHIEF COMPLIANCE OFFICER; MEMBER/PARTNER/OFFICE MANAGER; PARTNER/OFFICE MANAGER | — |
| DVORKIN MICHAEL MARK | MANAGER; PARTNER | — |
| SPERRY RONALD TODD | SENIOR PARTNER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/128060/brochure
- Similar advisers: https://search.stillhousedata.com/firm/128060/similar
- Related entities: https://search.stillhousedata.com/firm/128060/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/128060

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.