FIDELIS CAPITAL, LLC

820 Shades Creek Pkwy.
Ste. 1200
Birmingham, Alabama 35209
Tel: 205.578.0592

About FIDELIS CAPITAL, LLC

FIDELIS CAPITAL, LLC, formally registered with the SEC as FIDELIS CAPITAL, LLC. The firm was established in 10/06/2006. They have over 1 offices throughout the country.

FIDELIS CAPITAL, LLC is a Birmingham, Alabama based Financial Planning firm with nearly $18,418,656 assets under management, offering retirement planning & investment advisory services to 4 clients. The firm is staffed with 2 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	141341
SEC#	801-67192
Assets Managed by Firm	$18,418,656
No. of Clients	4
No. of Advisors	2

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles

Firm Client Information

	No. of Clients	AUM
Firm Total	4	$18,418,656
High net worth individuals	2	$4,874,987

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