Fee-only adviser · Tampa, FL
Fidelis Capital
Fidelis Capital is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Tampa, Florida. On its latest Form ADV, filed November 4, 2026, it reports $2.3B in regulatory assets under management, 218 individual clients and 12 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | SEC-registered |
|---|---|
| Firm CRD number | 322287 · SEC file 801-126176 |
| Office | 4221 W Boy Scout Blvd Suite 730 Tampa, FL 33607 |
| Phone | (813) 934-6246 |
| Website | www.fideliscapital.com |
| Regulatory assets under management | $2.3B ($2.2B discretionary) |
| Individual clients | 43 non-high-net-worth, 175 high-net-worth |
| Financial planning clients | 1-10 |
| How it charges | Percentage of assets, Fixed fee |
| Services | Financial planning, Portfolio management, Pension consulting, Selection of other advisers |
| Employees | 22 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | November 4, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are high-net-worth, which on Form ADV means they meet the SEC’s qualified-client or qualified-purchaser test: broadly, more than $1 million managed by the adviser or a net worth above $2 million, with the thresholds indexed for inflation.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Tampa
- Psi Advisors, LLC $801M
- Instrumental Wealth, LLC $508M
- Northbridge Financial Group, LLC $413M
- Brightwater Advisory, LLC $304M
- Wealth Advisors of Tampa Bay $457M
- Cassedy Financial Group, Inc. $248M
See all 43 fee-only advisers in Tampa →
Nearby
- Brandon 2 firms
- Lutz 3 firms
- Safety Harbor 2 firms
- Valrico 1 firm
- St. Petersburg 17 firms
- Clearwater 9 firms
- Largo 1 firm
- Palm Harbor 4 firms
Comparing several firms? Tell us what you need and we will suggest fee-only advisers that fit. Work at Fidelis Capital? Update this listing.