FIDELIS CAPITAL PARTNERS, LLC
Legal name: FIDELIS CAPITAL
CRD #322287 SEC #801-126176 TAMPA, FL 813-934-6246
SEC Registered
Total AUM
$1.7B
Discretionary
$1.6B
Employees
21
Clients
10
Accounts
934
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2025 | $1.7B | $1.6B | $26M | 21 | 3 |
| Aug 2025 | $1.7B | $1.6B | $26M | 21 | 3 |
| Jun 2025 | $1.7B | $1.6B | $26M | 21 | 3 |
| Mar 2025 | $1.7B | $1.6B | $26M | 21 | 3 |
| Feb 2025 | $1.7B | $1.7B | $8.8M | 21 | 0 |
| Jan 2025 | $1.7B | $1.7B | $8.8M | 21 | 0 |
| Oct 2024 | $917.2M | $908.4M | $8.7M | 18 | 0 |
| Apr 2024 | $917.2M | $908.4M | $8.7M | 18 | 0 |
| Apr 2024 | $917.2M | $908.4M | $8.7M | 18 | 0 |
| Mar 2024 | $917.2M | $908.4M | $8.7M | 18 | 0 |
| Mar 2024 | $917.2M | $908.4M | $8.7M | 18 | 0 |
| Mar 2024 | $917.2M | $908.4M | $8.7M | 18 | 0 |
| Mar 2024 | $917.2M | $908.4M | $8.7M | 18 | 0 |
| Nov 2023 | $697.3M | $687.3M | $10M | 19 | 0 |
| Oct 2023 | $680.3M | $680M | $300K | 16 | 0 |
| Sep 2023 | $680.3M | $680M | $300K | 16 | 0 |
| Jun 2023 | $602M | $602M | $0 | 16 | 0 |
| Apr 2023 | $345.5M | $345.5M | $0 | 16 | 0 |
| Jan 2023 | $345.5M | $345.5M | $0 | 16 | 0 |
| Jan 2023 | $345.5M | $345.5M | $0 | 16 | 0 |
| Nov 2022 | $171M | $171M | $0 | 16 | 0 |
| Oct 2022 | $171M | $171M | $0 | 15 | 0 |
| Oct 2022 | $171M | $171M | $0 | 15 | 0 |
| Oct 2022 | $101M | $101M | $0 | 15 | 0 |
DateAug 2025
Total AUM$1.7B
Discretionary$1.6B
Non-Disc.$26M
Employees21
Clients3
DateAug 2025
Total AUM$1.7B
Discretionary$1.6B
Non-Disc.$26M
Employees21
Clients3
DateJun 2025
Total AUM$1.7B
Discretionary$1.6B
Non-Disc.$26M
Employees21
Clients3
DateMar 2025
Total AUM$1.7B
Discretionary$1.6B
Non-Disc.$26M
Employees21
Clients3
DateFeb 2025
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$8.8M
Employees21
Clients0
DateJan 2025
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$8.8M
Employees21
Clients0
DateOct 2024
Total AUM$917.2M
Discretionary$908.4M
Non-Disc.$8.7M
Employees18
Clients0
DateApr 2024
Total AUM$917.2M
Discretionary$908.4M
Non-Disc.$8.7M
Employees18
Clients0
DateApr 2024
Total AUM$917.2M
Discretionary$908.4M
Non-Disc.$8.7M
Employees18
Clients0
DateMar 2024
Total AUM$917.2M
Discretionary$908.4M
Non-Disc.$8.7M
Employees18
Clients0
DateMar 2024
Total AUM$917.2M
Discretionary$908.4M
Non-Disc.$8.7M
Employees18
Clients0
DateMar 2024
Total AUM$917.2M
Discretionary$908.4M
Non-Disc.$8.7M
Employees18
Clients0
DateMar 2024
Total AUM$917.2M
Discretionary$908.4M
Non-Disc.$8.7M
Employees18
Clients0
DateNov 2023
Total AUM$697.3M
Discretionary$687.3M
Non-Disc.$10M
Employees19
Clients0
DateOct 2023
Total AUM$680.3M
Discretionary$680M
Non-Disc.$300K
Employees16
Clients0
DateSep 2023
Total AUM$680.3M
Discretionary$680M
Non-Disc.$300K
Employees16
Clients0
DateJun 2023
Total AUM$602M
Discretionary$602M
Non-Disc.$0
Employees16
Clients0
DateApr 2023
Total AUM$345.5M
Discretionary$345.5M
Non-Disc.$0
Employees16
Clients0
DateJan 2023
Total AUM$345.5M
Discretionary$345.5M
Non-Disc.$0
Employees16
Clients0
DateJan 2023
Total AUM$345.5M
Discretionary$345.5M
Non-Disc.$0
Employees16
Clients0
DateNov 2022
Total AUM$171M
Discretionary$171M
Non-Disc.$0
Employees16
Clients0
DateOct 2022
Total AUM$171M
Discretionary$171M
Non-Disc.$0
Employees15
Clients0
DateOct 2022
Total AUM$171M
Discretionary$171M
Non-Disc.$0
Employees15
Clients0
DateOct 2022
Total AUM$101M
Discretionary$101M
Non-Disc.$0
Employees15
Clients0