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Fidelis Capital

EST. AUM
$2,284,448,461

CONTACTS
10

CLIENT ACCOUNTS
1,228

Firm Details

Metro area Tampa
CRD Number 322287
Website fideliscapital.com
Client types

Overview

Fidelis Capital is an advisor-owned, ultra-private banking wealth management firm built to provide comprehensive financial advisory services. With over 425 years of collective experience, the firm is structured to deliver a true private banking experience. It coordinates, clarifies, and simplifies complex financial affairs for successful individuals, families, and institutions, prioritizing fiduciary independence and a team-based, highly personalized approach.

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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