Fidelis Capital Partners, LLC
● SEC registered since 2022CRD 322287SEC# 801-126176Tampa, FL
Reg. AUM
$2.28B
Employees
22
Accounts
1,228
Location
Tampa, FL
Fidelis Capital Partners, LLC assets under management
Fidelis Capital Partners, LLC is a registered investment adviser overseen by the SEC based in Tampa, FL. The firm has been registered since 2022. It reports $2.3 billion in regulatory assets under management and employs 22 people.
Fidelis Capital Partners, LLC owners & executives
15 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Engles Oz, LLC. | Member | 5-10% | 2024 |
| FCP Advisor Partners Control | Member | 50-75% | 2022 |
| Justin Derrick Jones Control | Chief Operating Officer | Under 5% | 2025 |
See all 15 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Fidelis Capital Partners, LLC manage?
Fidelis Capital Partners, LLC reports $2.3 billion in regulatory assets under management on its Form ADV.
How many employees does Fidelis Capital Partners, LLC have?
Fidelis Capital Partners, LLC reports 22 employees.
Where is Fidelis Capital Partners, LLC located?
Fidelis Capital Partners, LLC is based in Tampa, FL and has been SEC-registered since 2022.
Does Fidelis Capital Partners, LLC disclose fund performance?
Fidelis Capital Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 4221 W Boy Scout Blvd, Suite 730, Tampa, FL 33607 |
| Phone | 813-934-6246 |
| Office hours | 9a.m. To 5p.m. |
| SEC region | Miami Regional Office (MIRO) |
| CIK | 1962755 |
| Discloses disciplinary history | No |
Regulatory AUM
$2.28B▲ 36%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 21%
Larger than 79% of 16,271 advisers
EmployeesTop 22%
More than 78% of 16,825 advisers
Assets under management
$2.28Bregulatory AUM
Discretionary $2.24BNon-discretionary $39.7M