# FIDELIS CAPITAL PARTNERS, LLC

FIDELIS CAPITAL PARTNERS, LLC of TAMPA, FL is an SEC-registered investment adviser.

## Registration

- CRD: 322287
- Type: SEC-registered investment adviser
- SEC file number: 801-126176
- Location: 4221 W BOY SCOUT BLVD, SUITE 730, TAMPA, FL, 33607
- Phone: 813-934-6246
- Latest filing: 2026-04-06
- Regulatory AUM: $2.3B
- Discretionary AUM: $2.2B
- Non-discretionary AUM: $39.7M
- Clients: 22
- Accounts: 1,228

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities, Investment cos

## Officers, owners & control persons (16)

| Name | Role | Location |
| --- | --- | --- |
| GREGG LESLIE ENGLES | BENEFICIAL OWNER | DENVER, CO |
| Michael Tregoning | PRESIDENT AND OWNER | Dallas, TX |
| Christy Jean Fabian | CHIEF COMPLIANCE OFFICER | — |
| Matthew Paul Murray | CHIEF COMPLIANCE OFFICER | — |
| Richard F Simonetti | CHIEF EXECUTIVE OFFICER; MANAGER | — |
| Matthew Hoyt Ellis | MANAGER | — |
| Jennifer Joan Matuschek | PRESIDENT | — |
| Molly S Engles | BENEFICIAL OWNER | — |
| Deborah A Lund | TRUSTEE | — |
| Justin Derrick Jones | CHIEF OPERATING OFFICER | — |
| KNEEN TIMOTHY BARNARD | SHAREHOLDER AND ELECTED MANAGER | — |
| SMITH PETER TYLER | CHIEF OPERATING OFFICER | — |
| Klauer Thomas D | SHAREHOLDER AND ELECTED MANAGER | — |
| SIMONETTI RICHARD F | CHIEF EXECUTIVE OFFICER | — |
| FABIAN CHRISTY JEAN | CHIEF COMPLIANCE OFFICER | — |
| KNEEN CASSANDRA | ELECTED MANAGER | — |


## Branch offices (5)

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| BETHESDA | MD | 3 | 202-571-5807 |
| DALLAS | TX | 2 | 8134800312 |
| GREENWICH | CT | 1 | 203-293-2719 |
| — | — | 1 | 901-356-2419 |
| — | — | 1 | 314-377-5545 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/322287/brochure
- Similar advisers: https://search.stillhousedata.com/firm/322287/similar
- Related entities: https://search.stillhousedata.com/firm/322287/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/322287

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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.