# FIDELIS IM, LLC

FIDELIS IM, LLC of MEDFORD, OR is an SEC-registered investment adviser.

## Registration

- CRD: 162985
- Type: SEC-registered investment adviser
- SEC file number: 801-118351
- Location: 2950 E. BARNETT ROAD, MEDFORD, OR, 97504
- Phone: 541-770-1311
- Latest filing: 2026-03-27
- Regulatory AUM: $306.1M
- Discretionary AUM: $306.1M
- Clients: 3
- Accounts: 596

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Other

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| Keegan Jay Denn | PRESIDENT | — |
| Tracy Le Ann Richards | CCO | — |
| RICHARDS CYNTHIA ANN | CCO | — |
| DENN KEEGAN JAY | PRESIDENT | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/162985/brochure
- Similar advisers: https://search.stillhousedata.com/firm/162985/similar
- Related entities: https://search.stillhousedata.com/firm/162985/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/162985

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.