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

Nathan K. Gurchak

FORTIS CAPITAL ADVISORS
Birmingham, MI 48009
Some features on this profile are disabled
CRD#: 7571324
NG
Nathan Kaman GurchakFORTIS CAPITAL ADVISORS

Professional summary


Nathan Kaman Gurchak, who also goes by Nathan Gurchak, is a registered financial advisor currently at FORTIS CAPITAL ADVISORS, LLC located in Birmingham, Michigan.

Nathan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Nathan has worked at 4 firms and has passed the Series 66, Series 7TO and SIE exams.

At a Glance


Always Fiduciary

Aliases


Nathan Gurchak

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 Nathan Kaman Gurchak'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

July 14, 2026 - Present

FORTIS CAPITAL ADVISORS, LLC

Office #1: 401 S. Old Woodward Suite 300, Birmingham, MI 48009
RIA
CRD#: 309709
Birmingham, MI
Past

July 8, 2025 - July 6, 2026

KEY INVESTMENT SERVICES LLC

RIA
CRD#: 136300
ANN ARBOR, MI
Past

July 8, 2025 - July 6, 2026

KEY INVESTMENT SERVICES LLC

BD
CRD#: 136300
ANN ARBOR, MI
Past

November 21, 2022 - June 6, 2025

SENTINEL PENSION ADVISORS, LLC.

RIA
CRD#: 109901
Troy, MI
Past

November 21, 2022 - June 6, 2025

SENTINEL SECURITIES, LLC.

BD
CRD#: 110942
Troy, MI

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
Michigan
(7/14/2026)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 5/25/2022
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 11/21/2022
General Securities Representative Examination
General Industry/Product Exam

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)

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#: 309709Birmingham, MI 48009

TRUST BUT VERIFY

Monitor Nathan Gurchak

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

Similar Advisors


Jeffrey S. Perry
Jeffrey PerryAdvisorCheck Check Mark
STRATEGIC ADVISERS LLC
IAR
RR
WEST BLOOMFIELD, MI
Jack Anthony Jerzewski
Jack JerzewskiAdvisorCheck Check Mark
LPL ENTERPRISE, LLC
IAR
RR
TROY, MI
Lyndon L Davis
Lyndon DavisAdvisorCheck Check Mark
LIGHTSQUARE WEALTH MANAGEMENT, LLC
IAR
Farmington Hills, MI
footer-logo

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.