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FIDELIS CAPITAL
TAMPA, FL
813-934-6246
SEC #801-126176Total AUM
$2.3B
Employees
22Clients
232Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
4221 W BOY SCOUT BLVD
SUITE 730
TAMPA
FL 33607
United States
SUITE 730
TAMPA
FL 33607
United States
Operating Hours
9AM TO 5PM
Monday - Friday
Monday - Friday
Phone
813-934-6246
Other Offices
5
Financials
Total AUM
$2.3B
Accounts
1,228Discretionary
$2.2B
Accounts
1,218Non-Discretionary
$39.7M
Accounts
10
Clients
Individual Clients
43AUM
$18.5M
HNW Individual Clients
175AUM
$1.9B
Investment Company Clients
1AUM
$7.8M
Pension/Profit Sharing Plan Clients
1AUM
$14.6M
Corporation or Business Clients
12AUM
$359.1M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
COCTDCFLGALAMDMONCNHNYOHSCTXVA
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.