FIDELIS IM, LLC

FIDELIS IM, LLC of MEDFORD, OR is an SEC-registered investment adviser (CRD 162985). Regulatory assets under management: $306.1M.

Registration

• CRD: 162985
• SEC file number: 801-118351
• Type: Registered investment adviser
• 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)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 162985 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search