UBS Financial Services
47yrs
Top 1% by experience in Atlanta
45yrs
Patrick Thomas
Full name on record: Patrick Allan Thomas
Financial advisor at Fortis Capital Advisors
Based in Atlanta, Georgia, Patrick Thomas is a fiduciary financial advisor with 45 years of industry experience. Patrick has been with Fortis Capital Advisors since 2026; before that, Patrick spent less than a year at MPWM Advisory Solutions and five years at Cardea Capital Advisors. Fortis Capital Advisors offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 4534 advisors with offices in Atlanta, and one of 4079 fiduciaries.
At a glance
Experience45 years (since 1981)
How that compares ?Top advisor by experience at Fortis Capital Advisors
OfficeAtlanta, GA
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$711,457
Advisors at the firm70
States licensed ?1 state
Services through Fortis Capital Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- May 2026 – nowFortis Capital Advisors, LLCCurrent firm
- May 2026 – Aug 2026MPWM Advisory Solutions LLCPreviously
- 2021 – 2026Cardea Capital Advisors, LLCPreviously
- Dec 2019 – Dec 2020Lindner Capital Advisors, Inc.Previously
- Aug 2019 – Aug 2019SAN Blas Advisory, Inc.Previously
- Feb 2015 – Dec 2016Private Wealth Advisory Group, Inc.Previously
- 2012 – 2019Lindner Capital Advisors, Inc.Previously
- Oct 2011 – May 2012Summit Wealth Management, Inc.Previously
Earlier career (1 more)
- Feb 2010 – Dec 2010The Meyers Group, Inc.Previously
Contact Patrick
Atlanta, GAOffice · Get directions Firm main line(913) 222-8862Headquarters: Fortis Capital Advisors · Prairie Village, KS Firm websitewww.timberpointcapital.comIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Patrick
Tailored to Patrick’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Patrick
How do I contact Patrick?
Call Fortis Capital Advisors at (913) 222-8862 and ask for Patrick Thomas. Patrick works from the Atlanta, GA office.
How long has Patrick been a financial advisor?
Patrick has been in the industry since 1981, about 45 years. Top advisor by experience at Fortis Capital Advisors.
What licenses does Patrick hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Patrick a fiduciary?
Patrick is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Patrick paid?
Fortis Capital Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Patrick for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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