# FORTIS ADVISORS, LLC

FORTIS ADVISORS, LLC of WAYNE, PA is an SEC-registered investment adviser.

## Registration

- CRD: 164498
- Type: SEC-registered investment adviser
- SEC file number: 801-80177
- Location: 656 E. SWEDESFORD ROAD, SUITE 330, WAYNE, PA, 19087
- Phone: 610-313-0910
- Latest filing: 2026-03-27
- Regulatory AUM: $584.3M
- Discretionary AUM: $427.2M
- Non-discretionary AUM: $157.1M
- Clients: 5
- Accounts: 344

## Business model

- Compensation: % of AUM, Hourly, Fixed, Performance
- Clients served: Individuals, High net worth, Pooled vehicles, Charities, Corporations, Investment cos

## Officers, owners & control persons (11)

| Name | Role | Location |
| --- | --- | --- |
| Randall Scot Hubschmidt | PARTNER | Wayne, PA |
| Colleen Anne Kelly | CHIEF COMPLIANCE OFFICER | — |
| Derek Brock Boles | PARTNER; PRESIDENT | WAYNE, PA |
| Bryan Steel Cherny | PARTNER | — |
| KELLY ELIZABETH ANNE | CHIEF COMPLIANCE OFFICER | — |
| WOWAK JONATHAN MICHAEL | CHIEF COMPLIANCE OFFICER | — |
| BOLES DEREK BROCK | MANAGING PARTNER; PARTNER; PRESIDENT | — |
| CHERNY BRYAN STEEL | MANAGING PARTNER; PARTNER | — |
| HUBSCHMIDT RANDALL SCOT | MANAGING PARTNER; PARTNER | — |
| TOPLEY MATTHEW | CHIEF INVESTMENT OFFICER | — |
| LAFRANKIE ALEXANDRA CECILIA | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/164498/brochure
- Similar advisers: https://search.stillhousedata.com/firm/164498/similar
- Related entities: https://search.stillhousedata.com/firm/164498/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/164498

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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.