Karen Sullivan
Investment adviser representative at Fortis Capital Advisors, LLC
13 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
13 years in the industry.
- Fortis Capital Advisors, LLCJan 2025 to now
- Belpointe Asset ManagementDec 2024 to now
- Fortis Capital Advisors, LLC dba Lrvs Advisory Group, LLCDec 2024 to now
- Mcadam, LLC dba Lrvs Advisory, LLCApr 2022 to Dec 2024
- Sandhills General StoreJun 2020 to Apr 2022
- Baltimore City SchoolsJul 2017 to Jun 2020
- Montgomery County Public SchoolsJan 2013 to Jul 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (MA).
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
- 7668581
- Firm CRD
- 309709