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FIDELIS CAPITAL PARTNERS, LLC

Doing business as FIDELIS CAPITAL. SEC Form ADV profile.

Total regulatory AUM
$2,284,448,461
Discretionary
$2,244,735,931
Non-discretionary
$39,712,530

Firm details

CRD number
322287
SEC file number
801-126176
Main office
TAMPA, FL, United States
Employees
22
SEC status
Approved
Fee structure
Percentage of AUM Fixed fees

As of October 2026.