FIDELIS CAPITAL PARTNERS, LLC

FIDELIS CAPITAL
TAMPA, Florida·4 registered advisors·CRD# 322287
SEC# 801-1261763813-934-6246
01

Firm Overview

AUM
$917M
Regulatory assets under management
Employees
18
Total firm employees
Advisors
4
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at FIDELIS CAPITAL PARTNERS, LLC

4 registered advisors
Cassandra Kneen
TAMPA, Florida
Christy Jean Fabian
TAMPA, Florida
Richard F Simonetti
TAMPA, Florida
Timothy Barnard Kneen
TAMPA, Florida
05

Office Locations

TAMPA, Florida
4 advisors

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Data sourced from SEC Form ADV filings. FIDELIS CAPITAL PARTNERS, LLC (CRD# 322287) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.