{
  "crd_number": 122651,
  "slug": "fidelity-capital-management-corp-palm-harbor-fl-122651",
  "primary_business_name": "FIDELITY CAPITAL MANAGEMENT CORP",
  "legal_name": "FIDELITY CAPITAL MANAGEMENT CORP",
  "dbas": [],
  "city": "Palm Harbor",
  "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": "state",
  "registration_status": "APPROVED",
  "registration_date": "2001-07-12",
  "years_registered": 25,
  "period": "2026-10-01",
  "filing_date": "2025-06-26",
  "carried_forward": false,
  "raum_total": 150000.0,
  "raum_discretionary": 0.0,
  "raum_non_discretionary": 150000.0,
  "raum_band": "under_25m",
  "raum_band_label": "Under $25 million",
  "total_employees": 1,
  "advisory_employees": 1,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "individuals": {
      "raum": 150000.0,
      "count": null,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 4,
  "states_registered": [
    "PA"
  ],
  "websites": [],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/122651",
  "disclosure_items": [
    {
      "item": "11.E(1)",
      "question": "Has a self-regulatory organization (such as FINRA) or a commodities exchange ever found that the firm or an advisory affiliate made a false statement or omission?"
    },
    {
      "item": "11.E(2)",
      "question": "Has a self-regulatory organization or a commodities exchange ever found that the firm or an advisory affiliate was involved in a violation of its rules, other than a minor rule violation under a plan the SEC approved?"
    },
    {
      "item": "11.E(3)",
      "question": "Has a self-regulatory organization or a commodities exchange ever found that the firm or an advisory affiliate was the cause of an investment-related business having its authorization to do business denied, suspended, revoked, or restricted?"
    },
    {
      "item": "11.E(4)",
      "question": "Has a self-regulatory organization or a commodities exchange ever disciplined the firm or an advisory affiliate by expelling or suspending it from membership, barring or suspending it from association with other members, or otherwise restricting its activities?"
    }
  ],
  "city_as_filed": "PALM HARBOR",
  "url": "https://advisorcensus.com/firm/fidelity-capital-management-corp-palm-harbor-fl-122651",
  "display_name": "Fidelity Capital Management Corp",
  "summary": "Fidelity Capital Management Corp is a state-registered investment advisory firm in Palm Harbor, FL, registered since 2001, reporting under $25 million in regulatory assets under management in its Form ADV filing dated June 26, 2025.",
  "citation": "AdvisorCensus. Fidelity Capital Management Corp (CRD 122651): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses"
  ],
  "quick_answers": [
    {
      "q": "How is Fidelity Capital Management Corp compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Fidelity Capital Management Corp reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees)."
    },
    {
      "q": "Where is Fidelity Capital Management Corp located?",
      "a": "Fidelity Capital Management Corp's principal office is in Palm Harbor, FL, according to its Form ADV."
    },
    {
      "q": "Is Fidelity Capital Management Corp registered with the SEC or a state?",
      "a": "Fidelity Capital Management Corp is a state-registered investment advisory firm, registered since 2001. Status as filed: APPROVED. CRD 122651."
    },
    {
      "q": "How much does Fidelity Capital Management Corp manage?",
      "a": "Fidelity Capital Management Corp reports $150,000 in regulatory assets under management in its Form ADV filing dated June 26, 2025 (0% discretionary)."
    },
    {
      "q": "Does Fidelity Capital Management Corp report any disciplinary disclosures?",
      "a": "Reports 4 disclosure items on Form ADV Item 11: yes answers to 11.E(1) (self-regulatory organization's finding of a false statement or omission), 11.E(2) (self-regulatory organization's finding of a rule violation), 11.E(3) (self-regulatory organization's finding of causing a business's authorization to be denied, suspended, revoked, or restricted), and 11.E(4) (self-regulatory organization's expulsion, suspension, bar, or restriction). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/122651"
    }
  ],
  "filing_history": [],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/fidelity-capital-management-corp-palm-harbor-fl-122651.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": null,
      "fewer_than_5": true,
      "raum": 150000.0
    }
  ],
  "disclosure_line": "Reports 4 disclosure items on Form ADV Item 11.",
  "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/122651",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}