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FIDELIS CAPITAL
Legal name: FIDELIS CAPITAL PARTNERS, LLC
CRD 322287File 801-126176
APPROVED
Retail clients
Custody
Filing as of Apr 6, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$2.28B
Top 25% of cohort (national)
Discretionary AUM
$2.24B
Non-discretionary $39.7M
Clients
232
1,228 accounts
Employees
22
Top 25% of cohort in FL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Jul 25, 2022
- Principal office
- 4221 W BOY SCOUT BLVD, SUITE 730, TAMPA, FL, 33607
- Phone
- 813-934-6246
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $2.28B
- Discretionary AUM
- $2.24B
- Non-discretionary AUM
- $39.7M
- Discretionary accounts
- 1,218
- Non-discretionary accounts
- 10
- Total accounts
- 1,228
- AUM per client
- $9.8M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 12 | $359.1M |
| Investment companies | 1 | $7.8M |
| High net worth individuals | 175 | $1.88B |
| Pension and profit sharing plans | Fewer than 5 | $14.6M |
| Individuals (other than high net worth individuals) | 43 | $18.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.