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FIDELIS CAPITAL
Legal name: FIDELIS CAPITAL PARTNERS, LLC
CRD 322287File 801-126176
APPROVED
Retail clients
Custody
Filing as of Aug 28, 2026
Feed vintage Oct 1, 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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 21 | 22 | increased by1 |
| Apr 1, 2026 | Custody | No | Yes | |
| Apr 1, 2026 | Clients | 179 | 232 | increased by53 |
| Apr 1, 2026 | AUM | $1,660,321,213 | $2,284,448,461 | increased by$624,127,248 |
| Apr 1, 2026 | Accounts | 934 | 1,228 | increased by294 |
| May 1, 2025 vs Oct 1, 2022 | Registration | APPROVED-120 | APPROVED | |
| May 1, 2025 vs Oct 1, 2022 | Employees | 10 | 21 | increased by11 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $0 | $1,660,321,213 | increased by$1,660,321,213 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 0 | 934 | increased by934 |
| Sep 1, 2022 | Employees | 2 | 10 | increased by8 |
| Aug 1, 2022 | Registration | — | APPROVED-120 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “FIDELIS CAPITAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“FIDELIS CAPITAL” may also match similarly-named firms). Confirm identity against each filing.
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.