FIDELIS FS, LLC

FIDELIS FS, LLC is an SEC-registered investment adviser (CRD 286305). Regulatory assets under management: $2.8M.

Registration

• CRD: 286305
• Type: Registered investment adviser
• Phone: 972-567-8698
• Latest filing: 2025-07-14
• Regulatory AUM: $2.8M
• Discretionary AUM: $2.8M
• Clients: 1
• Accounts: 8

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 286305 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search