Neale Ruud Ellis
Investment adviser representative at Fidelis Capital
18 yearsExperience
1 stateRegistered in
CFADesignation
$2.3BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
18 years in the industry.
- Fidelis CapitalOct 2022 to now
- Fidelis Capital Partners, LLCAug 2022 to now
- Bank of AmericaApr 2008 to Aug 2022
Designations
- CFA
Exams passed
- Series 66 · Uniform Combined State Law2000
State registrations
Registered as an investment adviser representative in 1 state (TX).
Fidelis Capital
Legal name: Fidelis Capital Partners, LLC
$2.3BAssets managed
232Clients
14Advisers
4 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4262942
- Firm CRD
- 322287