Douglas Anthony Rothermich
Investment adviser representative at Fidelis Capital
28 yearsExperience
1 stateRegistered in
$2.3BFirm assets
4 yearsFirm in business
Are you Douglas Anthony Rothermich? Claim your profile
Contact this firm
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
28 years in the industry.
- Fidelis CapitalJun 2024 to now
- Fidelis Capital Partners, LLC.Apr 2024 to now
- TIAA-CREF Trust Co., FsbMay 1998 to Feb 2024
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (MO).
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
- 4366582
- Firm CRD
- 322287