SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Fidelis Capital
Tampa, FL
Fidelis Capital Partners, LLC, CRD 322287
Firm filing updated August 28, 2026 ·
- $2.3BAssets
- 12Advisory staff
- 1,228Accounts
Fees and minimums
All fee types on the form
- Percentage of assets under managementYes
- Fixed feesYes
- Hourly chargesNo
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- Performance-based feesNo
- OtherNo
Who the firm serves
- High net worth individuals175
- Individuals43
- Corporations or other businesses12
- Investment companies1
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 43 | $18.5 million |
| High net worth individuals | 175 | $1.9 billion |
| Investment companies | 1 | $7.8 million |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 clients | $14.6 million |
| Corporations or other businesses not listed above | 12 | $359.1 million |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
See all 6 services
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisors (including private fund managers)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisors (including private fund managers)
Assets and accounts
- Regulatory assets$2.3 billion
- Accounts1,228
- Discretionary$2.2 billion · 1,218 accounts
- Non-discretionary$39.7 million · 10 accounts
People
- Employees22
- Advisory staff12
- Broker-dealer reps0
- Licensed insurance agents0
- Planning clients1 to 10
Advisors
11 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- Legal name: Fidelis Capital Partners, LLC SEC-registered investment advisor. CRD 322287, SEC file 801-126176.
- Registered with the SEC as an investment advisor (status date on record: July 25, 2022).
Is Fidelis Capital a fiduciary?
Short answer: Fidelis Capital is registered with the SEC as an investment advisor.
More detail
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
The firm does not report commissions, a broker-dealer role, a related broker-dealer, or staff who are broker-dealer representatives.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.