Benjamin W. Sabin

FORTIS CAPITAL ADVISORS

Oxford, MS

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CRD#: 5167298

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.

Benjamin Sabin is an investment adviser representative at Fortis Capital Advisors LLC d/b/a as Horizon Private Wealth where he is a founder and managing partner. The address of Horizon Private Wealth is 201 Riverplace, Suite 500, Greenville, SC 29601. The start date is Nov 1st, 2024. His duties are senior advisor, and he spends 160 hours per month during normal trading hours and 20 hours per month outside of normal trading hours. This is investment related.

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

CRD#: 293630

Winter Park, FL

Past

November 18, 2024 - November 22, 2024

GREAT POINT CAPITAL LLC

CRD#: 114203

CHICAGO, IL

Past

January 15, 2024 - December 11, 2024

METRIC FINANCIAL, LLC

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

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.

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

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".

FORTIS CAPITAL ADVISORS, LLC

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.

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

Michigan
(12/5/2024)

IAR

Mississippi
(11/12/2024)

Mississippi
(12/5/2024)

South Carolina
(12/5/2024)

Tennessee
(12/5/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 11/21/2006

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 10/17/2006

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/1/2008

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 6/21/2006

Investment Company Products/Variable Contracts Representative Examination

SRO Registrations

FINRA

Current Firm

FORTIS CAPITAL ADVISORS, LLC

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

SEC notice filing (33 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PORTFOLIO MANAGER'S WRAP PROGRAM BROCHURE (3/30/2025)

FORTIS CAPITAL ADVISORS - ADV PART 2A FIRM BROCHURE (3/30/2025)

Regulatory assets under management

Total Number of Accounts	3,774
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.

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Benjamin W. Sabin

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Benjamin Webb Sabin's CRS (Customer Relationship Summary).

Certified licenses

Experience

GREEN VISTA CAPITAL, LLC

GREAT POINT CAPITAL LLC

METRIC FINANCIAL, LLC

BELPOINTE ASSET MANAGEMENT LLC

MML INVESTORS SERVICES, LLC

MML INVESTORS SERVICES, LLC

MSI FINANCIAL SERVICES, INC.

MSI FINANCIAL SERVICES, INC.

NEW ENGLAND SECURITIES

NEW ENGLAND SECURITIES

Primary Firm SEC Registration

FORTIS CAPITAL ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 11/21/2006

Series 63

Date: 10/17/2006

SIE

Date: 10/1/2018

Series 7

Date: 12/1/2008

Series 6

Date: 6/21/2006

FINRA

Current Firm

FORTIS CAPITAL ADVISORS, LLC

Contact information

SEC notice filing (33 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

FORTIS CAPITAL ADVISORS, LLC

TRUST BUT VERIFY

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