Fee-only adviser · Palm Harbor, FL
Fidelity Capital Management Corp
Fidelity Capital Management Corp is a fee-only investment adviser registered with the securities regulator of Pennsylvania, with its main office in Palm Harbor, Florida. On its latest Form ADV, filed June 26, 2025, it reports $150K in regulatory assets under management and 1 employee who gives 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 | State-registered: Pennsylvania |
|---|---|
| Firm CRD number | 122651 |
| Office | 2940 Country Woods Lane Palm Harbor, FL 34683 |
| Phone | (941) 706-5564 |
| Website | Not listed |
| Regulatory assets under management | $150K |
| Individual clients | Fewer than 5 |
| Financial planning clients | 1-10 |
| How it charges | Percentage of assets, Fixed fee |
| Services | Portfolio management |
| Employees | 1 |
| Disciplinary disclosures | Yes, see SEC record |
| Latest Form ADV filing | June 26, 2025 |
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.
- It reports disciplinary history on Form ADV. Read the disclosure details on its SEC record before you engage it.
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 Palm Harbor
- Nathan G. Hanna, LLC $31M
- Basile Financial Group, Inc. $5.4M
- Toring Financial Advisors, Inc. Not reported
See all 4 fee-only advisers in Palm Harbor →
Nearby
- Dunedin 1 firm
- Safety Harbor 2 firms
- Clearwater 9 firms
- Trinity 1 firm
- New Port Richey 1 firm
- Belleair Bluffs 1 firm
- Largo 1 firm
- Seminole 2 firms
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