FIDELIS CAPITAL, LLC
CRD #141341 SEC #801-67192 BIRMINGHAM, AL 205.578.0592
SEC Registered Private Funds
Total AUM
$12.4M
Discretionary
$5.5M
Employees
2
Clients
--
Accounts
3
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $12.4M | $5.5M | $6.9M | 2 | 0 |
| Mar 2024 | $18.4M | $4.9M | $13.5M | 2 | 0 |
| Mar 2023 | $21.9M | $4.2M | $17.6M | 2 | 0 |
| Mar 2022 | $39.8M | $5.1M | $34.8M | 2 | 0 |
| Mar 2022 | $39.8M | $5.1M | $34.8M | 2 | 0 |
| Jun 2021 | $40.8M | $4.3M | $36.5M | 1 | 0 |
| Mar 2021 | $40.8M | $4.3M | $36.5M | 1 | 0 |
| Jun 2020 | $44.9M | $3.8M | $41M | 2 | 0 |
| Mar 2020 | $44.9M | $3.8M | $41M | 2 | 0 |
| Mar 2019 | $51.6M | $3.1M | $48.5M | 2 | 0 |
| Jan 2019 | $54.3M | $3.4M | $50.9M | 2 | 0 |
| Mar 2018 | $54.3M | $3.4M | $50.9M | 2 | 0 |
| Mar 2017 | $52.7M | $48.2M | $4.5M | 3 | 1 |
| Mar 2016 | $61.9M | $45.6M | $16.2M | 2 | 1 |
| Mar 2015 | $38.5M | $25.5M | $13M | 2 | 1 |
| Apr 2014 | $35.4M | $25.4M | $10M | 2 | 1 |
| Mar 2014 | $35.4M | $25.4M | $10M | 2 | 1 |
| Mar 2014 | $35.4M | $25.4M | $10M | 2 | 1 |
| Mar 2013 | $29.3M | $25M | $4.3M | 2 | 1 |
| Mar 2012 | $24.4M | $24.4M | $0 | 1 | 1 |
| Mar 2011 | $23.3M | $23.3M | $0 | 5 | -- |
| Mar 2009 | $2M | $2M | $0 | 5 | -- |
| Dec 2007 | $1.4M | $1.4M | $0 | 5 | -- |
| Oct 2007 | $1.4M | $1.4M | $0 | 5 | -- |
| Mar 2007 | $1.4M | $1.4M | $0 | 5 | -- |
DateMar 2025
Total AUM$12.4M
Discretionary$5.5M
Non-Disc.$6.9M
Employees2
Clients0
DateMar 2024
Total AUM$18.4M
Discretionary$4.9M
Non-Disc.$13.5M
Employees2
Clients0
DateMar 2023
Total AUM$21.9M
Discretionary$4.2M
Non-Disc.$17.6M
Employees2
Clients0
DateMar 2022
Total AUM$39.8M
Discretionary$5.1M
Non-Disc.$34.8M
Employees2
Clients0
DateMar 2022
Total AUM$39.8M
Discretionary$5.1M
Non-Disc.$34.8M
Employees2
Clients0
DateJun 2021
Total AUM$40.8M
Discretionary$4.3M
Non-Disc.$36.5M
Employees1
Clients0
DateMar 2021
Total AUM$40.8M
Discretionary$4.3M
Non-Disc.$36.5M
Employees1
Clients0
DateJun 2020
Total AUM$44.9M
Discretionary$3.8M
Non-Disc.$41M
Employees2
Clients0
DateMar 2020
Total AUM$44.9M
Discretionary$3.8M
Non-Disc.$41M
Employees2
Clients0
DateMar 2019
Total AUM$51.6M
Discretionary$3.1M
Non-Disc.$48.5M
Employees2
Clients0
DateJan 2019
Total AUM$54.3M
Discretionary$3.4M
Non-Disc.$50.9M
Employees2
Clients0
DateMar 2018
Total AUM$54.3M
Discretionary$3.4M
Non-Disc.$50.9M
Employees2
Clients0
DateMar 2017
Total AUM$52.7M
Discretionary$48.2M
Non-Disc.$4.5M
Employees3
Clients1
DateMar 2016
Total AUM$61.9M
Discretionary$45.6M
Non-Disc.$16.2M
Employees2
Clients1
DateMar 2015
Total AUM$38.5M
Discretionary$25.5M
Non-Disc.$13M
Employees2
Clients1
DateApr 2014
Total AUM$35.4M
Discretionary$25.4M
Non-Disc.$10M
Employees2
Clients1
DateMar 2014
Total AUM$35.4M
Discretionary$25.4M
Non-Disc.$10M
Employees2
Clients1
DateMar 2014
Total AUM$35.4M
Discretionary$25.4M
Non-Disc.$10M
Employees2
Clients1
DateMar 2013
Total AUM$29.3M
Discretionary$25M
Non-Disc.$4.3M
Employees2
Clients1
DateMar 2012
Total AUM$24.4M
Discretionary$24.4M
Non-Disc.$0
Employees1
Clients1
DateMar 2011
Total AUM$23.3M
Discretionary$23.3M
Non-Disc.$0
Employees5
Clients--
DateMar 2009
Total AUM$2M
Discretionary$2M
Non-Disc.$0
Employees5
Clients--
DateDec 2007
Total AUM$1.4M
Discretionary$1.4M
Non-Disc.$0
Employees5
Clients--
DateOct 2007
Total AUM$1.4M
Discretionary$1.4M
Non-Disc.$0
Employees5
Clients--
DateMar 2007
Total AUM$1.4M
Discretionary$1.4M
Non-Disc.$0
Employees5
Clients--