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FIDELIS CAPITAL, LLC
CRD 141341 · SEC 801-67192
820 SHADES CREEK PKWY., STE. 1200, BIRMINGHAM, AL, 35209, United States
Phone
205.578.0592
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$18.3M
Discretionary AUM
$6.3M
Team
1 total employees; 1 advisory reps
Clients
—
Fees
Percentage of AUM; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (pooled vehicles)
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 2 | $6.3M |
| Pooled investment vehicles | 1 | $12.0M |
States served
AL
Official SEC filing: View on IAPD