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CFA

Nicholas Darzentas

Fortis Capital Advisors, LLC
17 Years of Experience
Boca Raton, FL
Sells Insurance
View SEC Summary
View SEC Summary

Nicholas Darzentas is a CFA-designated registered investment advisor at Fortis Capital Advisors, LLC, based in Boca Raton, FL, with 17 years of industry experience. Nicholas 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

6001 BROKEN SOUND PARKWAY NW, Suite 426, Boca Raton, FL, 33487

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Nicholas sells life insurance through Capitas Financial/Smith Companies, receiving residual income commissions, but spends no time on it currently. He is also a real estate agent with Ocean Capital Real Estate Services Group, spending minimal time facilitating sales and rentals for family and personal property.

Employment History
Current Registrations
Fortis Capital Advisors, LLC
July 2026 - Present · 3 mos
Previous Registrations
Castle Wealth Management
January 2022 - July 2026 · 4 yrs 6 mos
Sky Alpha Asset Advisors LLC
October 2018 - December 2021 · 3 yrs 2 mos
Northwestern Mutual Investment Services, LLCBroker
June 2017 - July 2018 · 1 yr 1 mo
T3 Trading Group, LLCBroker
October 2011 - May 2017 · 5 yrs 7 mos
Bny Convergex Execution Solutions LLCBroker
June 2009 - September 2011 · 2 yrs 3 mos
Assent LLCBroker
April 2009 - May 2009 · 1 mo
Assent LLCBroker
August 2008 - November 2008 · 3 mos
State Registrations1 state
FL
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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