Fidelis Capital Partners, LLC
Fidelis Capital Partners, LLC is an investment management firm headquartered in Tampa, Florida. Registered with the SEC, the firm was founded in 2022 and operates as an independent, advisor-owned wealth management firm. They serve primarily high-net-worth individuals, select individuals, and some corporate accounts, focusing on private banking and comprehensive financial advisory services. The firm has approximately 21 employees, with a majority in investment roles.
Investment Strategy
Fidelis Capital Partners is focused on serving high-net-worth individuals and select corporate clients through actively managed, diversified portfolios. Their investment approach includes providing tailored asset allocation, risk management, and access to direct private banking and advisory services. The firm emphasizes long-term wealth preservation and growth by investing in equities (notably large-cap technology stocks), ETFs, and custom asset mixes suited to each client’s needs, underpinned by a philosophy of comprehensive planning and a client-first fiduciary duty.
Top Holdings
Equity Positions (443)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SPY | SPDR S&P 500 ETF TR | 5.48% | $60.1M | 95,031 | $506.55 | $617.85 | +$8.1M |
M MSFT | MICROSOFT CORP | 4.92% | $54.0M | 102,826 | $342.60 | $497.41 | +$14.6M |
A AAPL | APPLE INC | 4.64% | $51.0M | 239,169 | $176.32 | $205.17 | +$1.6M |
N NVDA | NVIDIA CORPORATION | 4.32% | $47.4M | 264,162 | $58.05 | $157.99 | +$17.5M |
I IVV | ISHARES TR | 4.30% | $47.2M | 74,185 | $503.32 | $620.90 | +$5.8M |