Fidelis Capital is an SEC registered investment adviser organized as a limited liability company with a primary office location in Tampa, FL. Its latest Form ADV filing, dated April 6, 2026, reports $2.3B in regulatory assets under management, 22 employees, 5 offices, and 1,228 accounts.
Assets Under Management
$2.3B
Employees
22
Offices
5 offices
Total Clients
232
Primary office
TAMPA, FL
4221 W BOY SCOUT BLVD, SUITE 730, TAMPA, FL, United States
Top client segmentHNWI represent 75.4% of total clients.
Top client categories% of clientsClients
1
HNWI
75.4%
175
2
Individuals
18.5%
43
3
Corporations
5.2%
12
4
Investment Cos.
0.4%
1
5
Pension Plans
0.4%
1
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$2.3Bas of April 6, 2026
Discretionary98.3%
$2.2B
98% of total RAUM98.3%
Non-discretionary1.7%
$40M
2% of total RAUM1.7%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$2.3B
Total Accounts1,228
10Y AUM Change+$2.3B
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees22
Clients per Employee11:1
10Y Employee Change+20 (+1000.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.