Wealth manager, independent · Tampa, FL
Fidelis Capital
Fidelis Capital Partners, LLC · SEC-registered investment adviser · CRD 322287 · SEC 801-126176
At a glance
Fidelis Capital is an SEC-registered investment adviser based in Tampa, Florida, with $2.3B in regulatory assets under management as of its Form ADV filed August 28, 2026. It reports 218 individual clients, 175 of them high-net-worth, holding an average of about $8.7 million each, and 22 employees. That ranks it 487th among the nation’s 5,657 independent wealth management RIAs and 25th of 343 in Florida. It reports Fidelity as the custodian for its clients’ separately managed accounts.
Main office 813-934-6246fideliscapital.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $2.3B
- Rank among independent wealth managers
- #487 of 5,657
- Rank among all SEC RIAs
- #3,355 of 17,210
- Rank in Florida
- #25 of 343
- Individual clients
- 218
- High-net-worth clients
- 175
- Accounts
- 1,228
- Discretionary
- 98% of AUM
- Employees
- 22
- Advisory staff
- 12
- Offices
- 6
Owners and executives on its Form ADV
- Richard F SimonettiChief Executive Officer
- Matthew H. EllisManager
- Justin D. JonesChief Operating Officer
- Matthew P. MurrayChief Compliance Officer
Custody and brokerage
Broker-dealer
No broker-dealer ties
Fidelis Capital reports no employees registered with a broker-dealer and no affiliated broker-dealer.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 175 | $1.9B | 82% |
| Corporations or other businesses | 12 | $359M | 16% |
| Individuals | 43 | $19M | <1% |
| Pension and profit sharing plans | 1 | $15M | <1% |
| Investment companies | 1 | $8M | <1% |
Disciplinary disclosures
Fidelis Capital reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses and institutions
- Pension consulting
- Selecting other advisers
How it’s paid
- A percentage of assets under management
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗fideliscapital.com ↗
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The full record on Fidelis Capital
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 3 years of filings
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- Growth over one, three and five years
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- Rank against 1,743 peers of its type and size
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- Owners and executives, with titles and stakes
- 4 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Similar-size RIAs in Florida
All of Florida →| Firm | Regulatory AUM | Clients |
|---|---|---|
| LRI InvestmentsPalm Beach Gardens | $2.8B | 477 |
| International Assets Investment Management, LLCOrlando | $2.6B | 5,871 |
| Jaffe Tilchin Investment Partners, LLCTampa | $2.4B | 1,704 |
| Koss-Olinger Consulting, LLC.Gainesville | $2.2B | 650 |
| Heritage Investment Group, Inc.Pompano Beach | $2.2B | 894 |
| Suncoast Equity Management, LLCTampa | $2.1B | 838 |
Background
Questions
How much does Fidelis Capital manage?
Fidelis Capital reports $2.3B in regulatory assets under management across 1,228 accounts, 98% of it on a discretionary basis, on its Form ADV filed August 28, 2026.
How many clients does Fidelis Capital have?
It reports 218 individual clients: 175 high-net-worth individuals and 43 other individuals. Individuals account for about 83% of its regulatory assets.
Where is Fidelis Capital headquartered?
Its main office is in Tampa, Florida. It reports 6 offices in total and 22 employees, 12 of whom perform investment advisory functions.
How does Fidelis Capital charge clients?
On Form ADV it lists these forms of compensation: a percentage of assets under management; fixed fees. Fees and minimums are set out in its Form ADV Part 2A brochure, available on the SEC’s adviser search.
What custodian does Fidelis Capital use?
It reports Fidelity as the custodian for its clients’ separately managed accounts. On Schedule D of its Form ADV filed August 28, 2026, it reports these amounts held: Fidelity ($2.2B). Form ADV lists only custodians holding 10% or more of separately managed account assets.
Is Fidelis Capital a hybrid RIA with a broker-dealer?
Fidelis Capital reports no employees registered with a broker-dealer and no affiliated broker-dealer.
Is Fidelis Capital a fiduciary?
As an SEC-registered investment adviser, Fidelis Capital owes its advisory clients a fiduciary duty under the Investment Advisers Act of 1940, which includes duties of care and loyalty. It reports no employees who are registered representatives of a broker-dealer.
Where these numbers come from
Every figure is Fidelis Capital’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-08-28), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Its national rank compares it with every US-based independent wealth management RIA, the same field as The Largest RIAs. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →