Fidelis Capital, LLC
Fidelis Capital, LLC is an SEC-registered wealth manager in Birmingham, AL with $18.3M assets under management (AUM, regulatory AUM), +48% over one year. See who owns Fidelis Capital, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 141341, SEC 801-67192, data through 2026-03-30.
- AUM (assets under management / regulatory AUM)
- $18.3M (2026-03-30)
- Firm type
- Wealth Manager
- Location
- Birmingham, AL
- Employees
- 1
- Clients
- 3
- CRD
- 141341
- Ownership
- REISER, WILLIAM, EDWARD; STEIN, JOHN, STANLEY; DAUPHIN, STEVEN, MCCALL
How much AUM does Fidelis Capital, LLC have?
Fidelis Capital, LLC reported $18.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-30).
Who owns Fidelis Capital, LLC?
Disclosed owners and executives of Fidelis Capital, LLC include REISER, WILLIAM, EDWARD, STEIN, JOHN, STANLEY, DAUPHIN, STEVEN, MCCALL. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.