Fidelis Capital was founded in 2022 by private bankers who left large financial institutions, and is owned by its advisors. Portfolios follow the firm's in-house investment models, and part of a portfolio may be placed with outside sub-managers whose fees are added to Fidelis's fee. Fees are negotiated individually, from 0.15% up to about 1.00%, and are billed monthly in arrears. Additional offices in Dallas, Greenwich, the Washington, D.C. area, Charlotte, St. Louis and Cashiers, NC.
Overview
- Headquarters
- Tampa, FL
- Total Firm Assets
- $2.3 billion
- Average High-Net-Worth Client Portfolio Size
- $10.8 million
Recent Rankings
Fee Disclosure
Source: FIDELIS CAPITAL PARTNERS FIRM BROCHURE 3-19-25 (2026-03-30) · View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | and above | 0.15% – 1.00% |
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $10,000 | 1.00% |
| $5 million | $50,000 | 1.00% |
| $10 million | $100,000 | 1.00% |
| $50 million | $500,000 | 1.00% |
| $100 million | $1,000,000 | 1.00% |
Estimates use the upper end of the disclosed range. Actual fees may vary; other investment costs may apply.
Compare fees: lowest-fee advisors in Florida for $2M portfolios · $10M portfolios
Clients
- High-Net-Worth Share of Firm Assets
- 82.49%
- Number of High-Net-Worth Clients
- 175
- Total Client Accounts
- 1,228
- Discretionary Accounts
- 1,218
- Non-Discretionary Accounts
- 10
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Regulatory Filings
- SEC CRD Number
- 322287
- FIDELIS CAPITAL PARTNERS FIRM BROCHURE 3-19-25 (2026-03-30) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗