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SM

Shane M. Meyer

FORTIS CAPITAL ADVISORS
Toledo, OH 43617
Some features on this profile are disabled
CRD#: 4314134
SM

Professional summary

Shane Michael Meyer is a registered financial advisor currently at FORTIS CAPITAL ADVISORS, LLC located in Toledo, Ohio.

Shane is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Shane has worked at 5 firms and has passed the Series 66, SIE, Series 31 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Shane Michael Meyer's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

May 5, 2026 - Present

FORTIS CAPITAL ADVISORS, LLC

Office #1: 3500 Granite Circle, Suite A, Toledo, OH 43617
RIA
CRD#: 309709
Toledo, OH
Past

January 17, 2020 - May 12, 2026

KMG FIDUCIARY PARTNERS, LLC

RIA
CRD#: 298331
TOLEDO, OH
Past

November 5, 2010 - January 21, 2020

MORGAN STANLEY

RIA
CRD#: 149777
TOLEDO, OH
Past

November 5, 2010 - January 21, 2020

MORGAN STANLEY

BD
CRD#: 149777
TOLEDO, OH
Past

February 9, 2007 - November 12, 2010

UBS FINANCIAL SERVICES INC.

RIA
CRD#: 8174
SYLVANIA, OH
Past

February 9, 2007 - November 12, 2010

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
SYLVANIA, OH
Past

January 18, 2007 - February 9, 2007

KEYBANC CAPITAL MARKETS INC.

RIA
CRD#: 566
PERRYSBURG, OH
Past

January 30, 2001 - February 9, 2007

KEYBANC CAPITAL MARKETS INC.

BD
CRD#: 566
PERRYSBURG, OH

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
FC
FORTIS CAPITAL ADVISORS, LLC
ARCHER WEALTH PLANNING | WESTLAKE WEALTH MANAGEMENT, LLC | UNITED SUCCESS BUSINESS ADVISORY LLC | TURMAN FINANCIAL GROUP, LLC | TRUVIUM CAPITAL PARTNERS | TIMBER POINT CAPITAL MANAGEMENT | SJ BOYLE WEALTH PLANNING, LLC | SERENITY WEALTH MANAGEMENT | RAPPS & ASSOCIATES | PFS ADVISORS, LLC | NEXT HORIZON ADVISORS, LLC | NETWORK 1 FINANCIAL PRIVATE WEALTH MANAGEMENT | LRVS ADVISORY GROUP | JOSHPE FINANCIAL | ISAAC FINANCIAL | HORIZON PRIVATE WEALTH | GRATUS WEALTH MANAGEMENT | GENERATIONS WEALTH PARTNERS | FORTIS CAPITAL ADVISORS, LLC | COPA WEALTH STRATEGIES | COMPASS WEALTH SOLUTIONS | CLEARPATH FINANCIAL | BE INVESTMENT MANAGEMENT | AWS WEALTH MANAGEMENT

CRD#: 309709 / SEC#: 801-119354

RIA
Registered Investment Advisory firm - (8/28/2020 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Ohio
(5/5/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 2/20/2001
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 31
Date: 6/18/2003
Futures Managed Funds Examination
General Industry/Product Exam
RR
Series 7
Date: 1/29/2001
General Securities Representative Examination

Current Firm

FC
FORTIS CAPITAL ADVISORS, LLC
ARCHER WEALTH PLANNING | WESTLAKE WEALTH MANAGEMENT, LLC | UNITED SUCCESS BUSINESS ADVISORY LLC | TURMAN FINANCIAL GROUP, LLC | TRUVIUM CAPITAL PARTNERS | TIMBER POINT CAPITAL MANAGEMENT | SJ BOYLE WEALTH PLANNING, LLC | SERENITY WEALTH MANAGEMENT | RAPPS & ASSOCIATES | PFS ADVISORS, LLC | NEXT HORIZON ADVISORS, LLC | NETWORK 1 FINANCIAL PRIVATE WEALTH MANAGEMENT | LRVS ADVISORY GROUP | JOSHPE FINANCIAL | ISAAC FINANCIAL | HORIZON PRIVATE WEALTH | GRATUS WEALTH MANAGEMENT | GENERATIONS WEALTH PARTNERS | FORTIS CAPITAL ADVISORS, LLC | COPA WEALTH STRATEGIES | COMPASS WEALTH SOLUTIONS | CLEARPATH FINANCIAL | BE INVESTMENT MANAGEMENT | AWS WEALTH MANAGEMENT

CRD#: 309709 / SEC#: 801-119354

RIA
Registered Investment Advisory firm - (8/28/2020 Approved)
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Contact information

Main Address
7301 Mission Road Suite 326, Prairie Village, KS 66208
Mailing Address
Phone number
(913) 222-8862
Established
Firm type
Fiscal year end
# of Employees
69

SEC notice filing (32 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORTIS CAPITAL ADVISORS - ADV PART 2A FIRM BROCHURE (12/12/2025)
PORTFOLIO MANAGER'S WRAP PROGRAM BROCHURE (3/30/2025)

Regulatory assets under management

Total Number of Accounts3,774
AUM (Assets Under Management)$ 1,212,196,068

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

FORTIS CAPITAL ADVISORS, LLC

CRD#: 309709Toledo, OH 43617

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