{
  "crd_number": 322287,
  "slug": "fidelis-capital-tampa-fl-322287",
  "primary_business_name": "FIDELIS CAPITAL",
  "legal_name": "FIDELIS CAPITAL PARTNERS, LLC",
  "dbas": [
    "FIDELIS CAPITAL"
  ],
  "city": "Tampa",
  "state": "FL",
  "country": "United States",
  "cbsa_code": "45300",
  "metro": {
    "cbsa_code": "45300",
    "common_name": "Tampa",
    "msa_name": "Tampa-St. Petersburg-Clearwater, FL",
    "path": "/advisors/fl/tampa"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2022-07-25",
  "years_registered": 4,
  "period": "2026-10-01",
  "filing_date": "2026-08-28",
  "carried_forward": false,
  "raum_total": 2284448461.0,
  "raum_discretionary": 2244735931.0,
  "raum_non_discretionary": 39712530.0,
  "raum_band": "1b_5b",
  "raum_band_label": "$1 billion to $5 billion",
  "total_employees": 22,
  "advisory_employees": 12,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "individuals": {
      "raum": 18530213.0,
      "count": 43
    },
    "investment_companies": {
      "raum": 7821687.0,
      "count": 1
    },
    "pension_profit_sharing": {
      "raum": 14600321.0,
      "count": 1,
      "fewer_than_5": true
    },
    "high_net_worth_individuals": {
      "raum": 1884438533.0,
      "count": 175
    },
    "corporations_other_businesses": {
      "raum": 359057707.0,
      "count": 12
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "pension_consulting",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "portfolio_management_pooled_vehicles",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AR",
    "CA",
    "CO",
    "CT",
    "DC",
    "DE",
    "FL",
    "GA",
    "LA",
    "MA",
    "MD",
    "MO",
    "NC",
    "NH",
    "NJ",
    "NY",
    "OH",
    "PA",
    "SC",
    "TN",
    "TX",
    "VA",
    "WA",
    "WI"
  ],
  "websites": [
    "https://fideliscapital.com",
    "https://linkedin.com/company/fidelis-capital-partners-llc"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/322287",
  "city_as_filed": "TAMPA",
  "url": "https://advisorcensus.com/firm/fidelis-capital-tampa-fl-322287",
  "display_name": "Fidelis Capital",
  "summary": "Fidelis Capital is an SEC-registered investment advisory firm in Tampa, FL, registered since 2022, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated August 28, 2026.",
  "citation": "AdvisorCensus. Fidelis Capital (CRD 322287): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "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 advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Fidelis Capital compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Fidelis Capital reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees)."
    },
    {
      "q": "Where is Fidelis Capital located?",
      "a": "Fidelis Capital's principal office is in Tampa, FL, according to its Form ADV; the September 2026 filing also lists 3 other offices (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Fidelis Capital registered with the SEC or a state?",
      "a": "Fidelis Capital is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 322287."
    },
    {
      "q": "How much does Fidelis Capital manage?",
      "a": "Fidelis Capital reports $2,284,448,461 in regulatory assets under management in its Form ADV filing dated August 28, 2026 (98% discretionary)."
    },
    {
      "q": "How have Fidelis Capital's assets and staff changed since 2022?",
      "a": "In the Form ADV data for Fidelis Capital: Regulatory assets under management: $680,300,000 in the October 2023 data and $2,284,448,461 in the October 2026 data, up 236%. Total employees: 10 in October 2022 and 22 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Fidelis Capital serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (175); individuals (other than high net worth individuals) (43); corporations or other businesses not listed above (12)."
    },
    {
      "q": "Which custodians does Fidelis Capital use?",
      "a": "Fidelis Capital's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Brokerage Services LLC as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Fidelis Capital report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/322287"
    },
    {
      "q": "Does Fidelis Capital state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated March 30, 2026 says: \"The Firm does not require a minimum account size.\""
    },
    {
      "q": "What changed in Fidelis Capital's recent Form ADV filings?",
      "a": "In the September 2026 filing data: Changed its office addresses in Bethesda, MD. Changed its office addresses in Greenwich, CT."
    }
  ],
  "filing_history": [
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": 10,
      "filing_date": "2022-08-08"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 680300000.0,
      "total_employees": 16,
      "filing_date": "2023-09-05"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 917161150.0,
      "total_employees": 18,
      "filing_date": "2024-04-15"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 1660321213.0,
      "total_employees": 21,
      "filing_date": "2025-06-04"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 2284448461.0,
      "total_employees": 22,
      "filing_date": "2026-08-28"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-09-01",
      "period_label": "September 2026",
      "notes": [
        "Changed its office addresses in Bethesda, MD.",
        "Changed its office addresses in Greenwich, CT."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "No longer lists the business name Fidelis.",
        "Regulatory assets under management went from $1,660,321,213 to $2,284,448,461 (+38%)."
      ]
    },
    {
      "period": "2026-01-01",
      "period_label": "January 2026",
      "notes": [
        "No longer registered or notice-filed in IL."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 30, 2026",
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "None",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: None"
        ],
        "quotes": [
          "The Firm does not require a minimum account size."
        ]
      }
    ],
    "quotes": [
      "The Firm does not require a minimum account size."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Fidelity Brokerage Services LLC",
      "name_as_filed": "FIDELITY BROKERAGE SERVICES LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/fidelis-capital-tampa-fl-322287.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 43,
      "fewer_than_5": false,
      "raum": 18530213.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 175,
      "fewer_than_5": false,
      "raum": 1884438533.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 1,
      "fewer_than_5": false,
      "raum": 7821687.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 1,
      "fewer_than_5": true,
      "raum": 14600321.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 12,
      "fewer_than_5": false,
      "raum": 359057707.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/322287",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}