Elizabeth Castle Lohmeier
Investment adviser representative at Fidelis Capital
12 yearsExperience
1 stateRegistered in
CFP® certification, CFADesignations
$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
12 years in the industry.
- Fidelis CapitalAug 2022 to now
- Fidelis Capital Partners, LLC.Jun 2022 to now
- Bank of America - Private BankMar 2014 to Jun 2022
Designations
- CFP® certification
- CFA
Exams passed
No exams in this record.
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
- 7612875
- Firm CRD
- 322287