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The KMB Group

EST. AUM
$500,000,000

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CLIENT ACCOUNTS

Firm Details

Metro area Kansas City
CRD Number
Website fortiscapitaladvisors.com
Client types

Overview

The KMB Group is a premier wealth management team operating under the Fortis Capital Advisors platform. Formed through the partnership of veteran advisors Benjamin Kusner, Shane Meyer, and Steven Berner, the group specializes in serving a national clientele of high-net-worth individuals and families. The team functions as a strategic gatekeeper, navigating complex financial lives by providing personalized guidance and access to institutional-grade investment resources. They focus on delivering a "relationship-first" approach that combines deep Midwest values with a sophisticated global investment perspective.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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