Grace Teresa Rollins
Investment adviser representative at Fortis Capital Management LLC
10 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
10 years in the industry.
- Fortis Capital Management LLCJan 2021 to now
- UnemployedNov 2020 to Dec 2020
- Doucette's Party and Tent RentalMay 2017 to Oct 2020
- University of Minnesota DuluthJan 2016 to Apr 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
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
- 7450375
- Firm CRD
- 172198