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BS

Benjamin W. Sabin

FORTIS CAPITAL ADVISORS
Oxford, MS
Some features on this profile are disabled
CRD#: 5167298
BS

Professional summary

Benjamin Webb Sabin, AIF®, who also goes by Webb Savin, is a registered financial advisor currently at FORTIS CAPITAL ADVISORS, LLC located in Oxford, Mississippi and GREEN VISTA CAPITAL, LLC located in Winter Park, Florida.

Benjamin is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2006. Benjamin has worked at 8 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Webb Savin

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 Benjamin Webb Sabin'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®
AIF®

Accredited Investment Fiduciary

Experience

Current

November 12, 2024 - Present

FORTIS CAPITAL ADVISORS, LLC

RIA
CRD#: 309709
Oxford, MS
Current

December 5, 2024 - Present

GREEN VISTA CAPITAL, LLC

Office #1: 222 N. Park Avenue, Winter Park, FL 32789
BD
CRD#: 293630
Winter Park, FL
Past

November 18, 2024 - November 22, 2024

GREAT POINT CAPITAL LLC

BD
CRD#: 114203
CHICAGO, IL
Past

January 15, 2024 - December 11, 2024

METRIC FINANCIAL, LLC

BD
CRD#: 33324
ATLANTA, GA
Past

November 30, 2023 - November 6, 2024

BELPOINTE ASSET MANAGEMENT LLC

RIA
CRD#: 143440
Oxford, MS
Past

March 25, 2017 - November 17, 2023

MML INVESTORS SERVICES, LLC

RIA
CRD#: 10409
MEMPHIS, TN
Past

March 25, 2017 - November 17, 2023

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409
MEMPHIS, TN
Past

January 2, 2015 - March 25, 2017

MSI FINANCIAL SERVICES, INC.

RIA
CRD#: 14251
Memphis, TN
Past

January 2, 2015 - March 25, 2017

MSI FINANCIAL SERVICES, INC.

BD
CRD#: 14251
Memphis, TN
Past

January 5, 2007 - January 2, 2015

NEW ENGLAND SECURITIES

RIA
CRD#: 615
MEMPHIS, TN
Past

June 22, 2006 - January 2, 2015

NEW ENGLAND SECURITIES

BD
CRD#: 615
MEMPHIS, TN

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.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Michigan
(12/5/2024)
IAR
Mississippi
(11/12/2024)
RR
Mississippi
(12/5/2024)
RR
South Carolina
(12/5/2024)
RR
Tennessee
(12/5/2024)
RR
Virginia
(12/11/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 11/21/2006
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 10/17/2006
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 12/1/2008
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 6/21/2006
Investment Company Products/Variable Contracts Representative Examination
SRO Registrations
RR
FINRA

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)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

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)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

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#: 309709Oxford, MS

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