Bijou Schmidt
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, LLCFeb 2025 to now
- Holy Schmidt Coffee LLCJan 2014 to now
- Tend Financial and Insurance SolutionsFeb 2024 to Feb 2025
- Eagle Strategies LLCOct 2023 to Feb 2025
- Nylife Securities LLCNov 2022 to Feb 2025
- New York Life Insurance CompanyMay 2022 to Feb 2025
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 7534770
- Firm CRD
- 309709