James Joseph Mcginty
Investment adviser representative at Fortis Capital Advisors, LLC
10 yearsExperience
1 stateRegistered in
$1.6BFirm assets
6 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Fortis Capital Advisors, LLCJan 2025 to now
- Corient Services LLCJul 2023 to Jan 2025
- Cipw Service Company, LLCJan 2023 to Jul 2023
- CorientDec 2022 to Jan 2025
- Ci Doyle Private Wealth, LLCDec 2016 to Mar 2023
Exams passed
- Series 63 · Uniform Securities Agent State Law1996
- Series 65 · Uniform Investment Adviser Law2004
State registrations
Registered as an investment adviser representative in 1 state (FL).
Fortis Capital Advisors, LLC
$1.6BAssets managed
2,171Clients
70Advisers
6 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2813265
- Firm CRD
- 309709