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Edward Moore

Fortis Capital Advisors, LLC
25 Years of Experience
Fort Collins, CO
1 DisclosureSells Insurance
View SEC Summary
View SEC Summary

Edward Moore is a registered investment advisor at Fortis Capital Advisors, LLC, based in Fort Collins, CO, with 25 years of industry experience. Edward operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 2,171 clients with $1.6B in assets under management.

Fortis Capital Advisors, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
69 advisors
Number of Clients
2,171 clients
Average Client Portfolio
$744K average
Assets Under Management
$1.6B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

Fees are negotiable and can be structured as flat fees, fixed percentages, or tiered percentages up to a maximum of 2.50% annually.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

215 W Magnolia Street, Suite 204, Fort Collins, CO, 80521

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
September 2021
Pending
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Edward is an insurance agent providing insurance products and services, dedicating about a quarter of his time to this activity. He also owns a portion of Family Legacy Consulting and has a pass-through company called Love U Moore, spending minimal time on these ventures.

Employment History
Current Registrations
Fortis Capital Advisors, LLC
July 2025 - Present · 1 yr 3 mos
Previous Registrations
Belpointe Asset Management LLC
July 2025 - June 2026 · 11 mos
Mountain Financial Capital
April 2018 - October 2025 · 7 yrs 6 mos
Regulus Advisors, LLCBroker
December 2014 - February 2018 · 3 yrs 2 mos
American Portfolios Financial Services, INC.Broker
November 2011 - December 2014 · 3 yrs 1 mo
Regal Investment Advisors LLC
November 2011 - February 2018 · 6 yrs 3 mos
First Financial Advisors, LLC
March 2011 - November 2011 · 8 mos
First Financial Advisors, LLC
December 2010 - March 2011 · 3 mos
Householder Group Financial Advisors, LLC
August 2009 - November 2010 · 1 yr 3 mos
Householder Group Financial Advisors, LLC
August 2009 - August 2009 · 0 mos
Securities Service Network, INC.Broker
August 2009 - September 2010 · 1 yr 1 mo
New England Securities Corporation
July 2005 - July 2009 · 4 yrs
New England SecuritiesBroker
June 2005 - July 2009 · 4 yrs 1 mo
Afs Brokerage, INC.
March 2005 - June 2005 · 3 mos
Falco Financial Services, INC.
June 2004 - July 2005 · 1 yr 1 mo
Afs Brokerage, INC.Broker
June 2004 - June 2005 · 1 yr
New England Securities Corporation
August 2002 - May 2004 · 1 yr 9 mos
New England SecuritiesBroker
August 2002 - May 2004 · 1 yr 9 mos
Morgan Stanley
March 2001 - July 2002 · 1 yr 4 mos
Morgan Stanley Dw INC.Broker
July 2000 - July 2002 · 2 yrs
State Registrations1 state
CO
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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