Spencer Graham
Investment adviser representative at Fortis Capital Advisors, LLC
12 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
12 years in the industry.
- Fortis Capital Advisors, LLCAug 2026 to now
- Fidelity InvestmentsFeb 2020 to Aug 2026
- Fidelity InvestmentsMar 2018 to Jan 2020
- The CliffsOct 2017 to Mar 2018
- Outward BoundMay 2017 to May 2018
- Federal Deposit Insurance CorporationJun 2014 to Apr 2017
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 1 state (WA).
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
- 7006664
- Firm CRD
- 309709