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Form ADV Part 3 Client Relationship Summary Date: 3/31/2023 Item 1IntroductionFortis Capital Advisors, LLC is an investment advisor registered with the Securities and Exchange Commission. Brokerage
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What is adv part 3 client?
ADV part 3 client is a section of the Form ADV that provides information about the clients of the investment adviser.
Who is required to file adv part 3 client?
Investment advisers registered with the U.S. Securities and Exchange Commission (SEC) are required to file ADV part 3 client.
How to fill out adv part 3 client?
ADV part 3 client can be filled out electronically through the Investment Adviser Registration Depository (IARD) system.
What is the purpose of adv part 3 client?
The purpose of ADV part 3 client is to provide transparency and disclosure about the clients of the investment adviser.
What information must be reported on adv part 3 client?
Information such as client types, assets under management, and advisory services provided must be reported on ADV part 3 client.
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