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FIDELIS CAPITAL
4221 W Boy Scout Blvd
Suite 730
Tampa, Florida 33607
Tel: 813-934-6246
About FIDELIS CAPITAL
FIDELIS CAPITAL, formally registered with the SEC as FIDELIS CAPITAL. The firm was established in 07/25/2022. They have over 4 offices throughout the country.
FIDELIS CAPITAL is a Tampa, Florida based Financial Planning firm with nearly $1,679,491,291 assets under management, offering retirement planning & investment advisory services to 957 clients. The firm is staffed with 21 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 322287 |
| SEC# | 801-126176 |
| Assets Managed by Firm | $1,679,491,291 |
| No. of Clients | 957 |
| No. of Advisors | 21 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 957 | $1,679,491,291 |
| Individuals (other than high net worth individuals) | 23 | $8,530,343 |
| High net worth individuals | 92 | $1,085,728,267 |
| Pension and profit sharing plans | 1 | $13,249,807 |
| Corporations or other businesses | 8 | $258,887,368 |
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