W. curtis Erickson
Investment adviser representative at Fortis Capital Management LLC
23 yearsExperience
1 stateRegistered in
$1.2BFirm assets
8 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 feePerformance-basedOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
23 years in the industry.
- Fortis Capital Management LLCJan 2023 to now
- Garrett Erickson Financial ServicesJan 2014 to now
- W Curtis Erickson Jr Ps IncJun 2003 to now
Exams passed
- Series 66 · Uniform Combined State Law2000
State registrations
Registered as an investment adviser representative in 1 state (WA).
Fortis Capital Management LLC
$1.2BAssets managed
688Clients
15Advisers
8 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
- 4093584
- Firm CRD
- 172198