AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why AdvisorCheck

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
PT

Patrick A. Thomas

FORTIS CAPITAL ADVISORS
Atlanta, GA
CRD#: 735354
Some features on this profile are disabled
PT
Patrick Allan ThomasFORTIS CAPITAL ADVISORS

Professional summary

Patrick Allan Thomas is a registered financial advisor currently at FORTIS CAPITAL ADVISORS, LLC located in Atlanta, Georgia and MPWM ADVISORY SOLUTIONS LLC located in Alpharetta, Georgia.

Patrick is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1981. Patrick has worked at 12 firms and has passed the Series 65, Series 63, Series 15, Series 5 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 Patrick Allan Thomas'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 28, 2026 - Present

FORTIS CAPITAL ADVISORS, LLC

RIA
CRD#: 309709
Atlanta, GA
Current

May 28, 2026 - Present

MPWM ADVISORY SOLUTIONS LLC

Office #1: 8000 Avalon Blvd Suite 100, Alpharetta, GA 30009
RIA
CRD#: 169885
ALPHARETTA, GA
Past

January 19, 2021 - May 22, 2026

CARDEA CAPITAL ADVISORS, LLC

RIA
CRD#: 307600
VERO BEACH, FL
Past

December 5, 2019 - December 23, 2020

LINDNER CAPITAL ADVISORS, INC.

RIA
CRD#: 108584
ATLANTA, GA
Past

August 5, 2019 - August 20, 2019

SAN BLAS ADVISORY, INC.

RIA
CRD#: 296929
Atlanta, GA
Past

February 13, 2015 - December 9, 2016

PRIVATE WEALTH ADVISORY GROUP, INC.

RIA
CRD#: 173842
MARIETTA, GA
Past

July 11, 2012 - August 6, 2019

LINDNER CAPITAL ADVISORS, INC.

RIA
CRD#: 108584
MARIETTA, GA
Past

October 28, 2011 - May 7, 2012

SUMMIT WEALTH MANAGEMENT, INC

RIA
CRD#: 105714
ATLANTA, GA
Past

February 19, 2010 - December 31, 2010

THE MEYERS GROUP, INC.

RIA
CRD#: 134903
ATLANTA, GA
Past

June 2, 1994 - June 21, 1996

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
NEW YORK, NY
Past

April 5, 1988 - June 6, 1994

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
WEEHAWKEN, NJ
Past

February 23, 1982 - April 14, 1988

PRUDENTIAL EQUITY GROUP, LLC

BD
CRD#: 7471
NEW YORK, NY
Past

July 20, 1981 - March 2, 1982

FIRST CITIZENS MUNICIPAL CORPORATION

BD
CRD#: 7265

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
Georgia
(5/28/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 8/4/2009
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 7/27/1981
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 15
Date: 10/25/1988
Foreign Currency Options Examination
General Industry/Product Exam
RR
Series 5
Date: 2/2/1983
Interest Rate Options Examination
General Industry/Product Exam
RR
Series 7
Date: 7/18/1981
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)
Loading...

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#: 309709Atlanta, GA

TRUST BUT VERIFY

Monitor Patrick Thomas

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

Guy David Peel
Guy PeelAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Helena, MT
Mark Brown
Mark BrownAdvisorCheck Check Mark
AUSDAL FINANCIAL PARTNERS, INC.
IAR
RR
Estero, FL
Jeffrey Paul Meotti
Jeffrey MeottiAdvisorCheck Check Mark
MORGAN STANLEY
IAR
RR
MADISON, CT
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
Help Center
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2026 AdvisorCheck, an AIMR Analytics company. All rights reserved.