Bret Daniel Loftis
Investment adviser representative at Fortis Capital Advisors, LLC
16 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
16 years in the industry.
- Fortis Capital Advisors, LLCSep 2026 to now
- Loftis Retirement Solutions, LLCMar 2023 to now
- Axim Planning & WealthJul 2023 to Aug 2026
- Colburn FinancialNov 2019 to Jul 2023
- Dc BuildingJan 2010 to Nov 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (ID).
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
- 7789632
- Firm CRD
- 309709