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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 1b 10b

FIDELIS CAPITAL

FIDELIS CAPITAL PARTNERS, LLC, CRD 322287

TAMPA, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:220c5cee-f485-eea2-35f1-ff63128be532

Data as of Aug 28, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 4:04 AM UTC and rebuilt at most every 15 minutes.

Relationships: 22
Dated events: 12
On other graphs: 0
Observed: Jun 24, 2022 to Aug 28, 2026
32 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.83 fund_share=0.0 institutional_share=0.01 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $2.3BItem 5.F on the latest filing (2026-08-28); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $2.2B
Private client RAUM: $1.9BderivedItem 5.D individuals plus high net worth individuals
Private client share: 83%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 14
RAUM per advisor: $163Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 22
Advisory employees: 12
Offices: 5Schedule D 1.F, beyond the principal office
Accounts: 1,228
Individual clients: 43
High net worth clients: 175
Custody, client assets: $1.2B
SEC number: 801-126176
CIK: 1962755
CRD: 322287
Filings on the tape: 32
First filed: Jun 24, 2022
Latest filed: Aug 28, 2026
Organised: Limited Liability Company, DE
Website: fideliscapital.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
Elizabeth Castle Lohmeier	Certified Financial Planner\|Chartered Financial Analyst	TAMPA, FL \| Dallas, TX	4	12	n/a	no
MATTHEW BLAKE MICHAELS	Certified Financial Planner	TAMPA, FL	4	28	4	no
PAUL J AYOTTE	n/a	TAMPA, FL	4	26	3	no
NEALE RUUD ELLIS	Chartered Financial Analyst	Dallas, TX \| TAMPA, FL	3	25	n/a	no
Justin Derrick Jones	n/a	Dallas, TX \| TAMPA, FL	3	13	5	no
RICHARD F SIMONETTI	n/a	TAMPA, FL	3	28	1	no
Aaron Wall	Chartered Financial Analyst	TAMPA, FL \| Bethesda, MD	3	13	n/a	no
Christopher Gerald Gunster	Chartered Financial Analyst	TAMPA, FL \| Greenwich, CT	3	24	2	no
Christopher F Tate	n/a	TAMPA, FL \| Bethesda, MD	2	14	n/a	no
MICHAEL JOSEPH SELLERS	n/a	Bethesda, MD \| TAMPA, FL	2	25	2	no
MATTHEW HOYT ELLIS	n/a	TAMPA, FL \| Troutman, NC	2	28	3	no
Benjamin A. Hilyard	n/a	Bethesda, MD \| TAMPA, FL	2	20	n/a	no
DOUGLAS ANTHONY ROTHERMICH	n/a	TAMPA, FL \| Saint Charles, MO	2	28	2	no
Johnathan Lloyd Butler	n/a	TAMPA, FL	2	16	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
ELLIS, MATTHEW, HOYT	Manager	Na	yes	08/2022	Aug 28, 2026	Aug 28, 2026
FCP ADVISOR PARTNERS	Member	D	yes	06/2022	Aug 28, 2026	Aug 28, 2026
Jones, Justin, Derrick	CHIEF OPERATING OFFICER	Na	yes	02/2025	Aug 28, 2026	Aug 28, 2026
SIMONETTI, RICHARD, F	CHIEF EXECUTIVE OFFICER	Na	yes	06/2022	Aug 28, 2026	Aug 28, 2026
FABIAN, CHRISTY, JEAN	CHIEF COMPLIANCE OFFICER	Na	yes	06/2022	Jun 24, 2022	Oct 17, 2024
Klauer, Thomas, D	SHAREHOLDER AND ELECTED MANAGER	F	yes	08/2022	Jun 20, 2023	Oct 17, 2024
KNEEN, CASSANDRA	ELECTED MANAGER	F	yes	08/2022	Jun 20, 2023	Oct 17, 2024
KNEEN, TIMOTHY, BARNARD	SHAREHOLDER AND ELECTED MANAGER	F	yes	08/2022	Jun 20, 2023	Oct 17, 2024
ENGLES OZ, LLC.	Member	A	no	12/2024	Aug 28, 2026	Aug 28, 2026
LUND IRREVOCABLE TRUST DATED	Member	A	no	12/2024	Aug 28, 2026	Aug 28, 2026
MURRAY, MATTHEW, PAUL	CHIEF COMPLIANCE OFFICER	Na	no	05/2025	Aug 28, 2026	Aug 28, 2026
TANGO CAPITAL VENTURES, LLC	Member	Na	no	12/2024	Aug 28, 2026	Aug 28, 2026
VRS OZ FUND II	Owner	B	no	09/2022	Jun 24, 2022	Oct 17, 2024

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Bethesda	Md	United States	3	no
Dallas	TX	United States	2	no
Greenwich	Ct	United States	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 4 of 7

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Apr 6, 2026	$2.3B	$2.2B	22	12	5	n/a	n/a
2024	Mar 20, 2025	$1.7B	$1.6B	21	12	5	n/a	n/a
2023	Mar 4, 2024	$917M	$908M	18	11	3	n/a	n/a
2022	Jan 9, 2023	$345M	$345M	16	8	1	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	3	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$2.3B	$1.7B	37.6%	$345M	87.7%	22	21	5	5

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
WELLS FARGO ADVISORS	2	Aug 17, 2022	Sep 9, 2022	TAMPA, FL	Team lift out	Wirehouse to new firm	0.0%

Relationships

Registered with (14)

← Johnathan Lloyd ButlerAdvisorregistration: current employment
Aug 30, 2024 to presentfactForm ADV
← DOUGLAS ANTHONY ROTHERMICHAdvisorregistration: current employment
Jun 6, 2024 to presentfactForm ADV
← Benjamin A. HilyardAdvisorregistration: current employment
May 16, 2024 to presentfactForm ADV
← MATTHEW HOYT ELLISAdvisorregistration: current employment
Mar 21, 2024 to presentfactForm ADV
← MICHAEL JOSEPH SELLERSAdvisorregistration: current employment
Jan 5, 2024 to presentfactForm ADV
← Christopher F TateAdvisorregistration: current employment
Nov 1, 2023 to presentfactForm ADV
← Christopher Gerald GunsterAdvisorregistration: current employment
Sep 14, 2023 to presentfactForm ADV
← Aaron WallAdvisorregistration: current employment
Sep 7, 2023 to presentfactForm ADV
← RICHARD F SIMONETTIAdvisorregistration: current employment
Apr 27, 2023 to presentfactForm ADV
← Justin Derrick JonesAdvisorregistration: current employment
Jan 3, 2023 to presentfactForm ADV
← NEALE RUUD ELLISAdvisorregistration: current employment
Oct 17, 2022 to presentfactForm ADV
← PAUL J AYOTTEAdvisorregistration: current employment
Sep 9, 2022 to presentfactForm ADV
← MATTHEW BLAKE MICHAELSAdvisorregistration: current employment
Aug 29, 2022 to presentfactForm ADV
← Elizabeth Castle LohmeierAdvisorregistration: current employment
Aug 18, 2022 to presentfactForm ADV

Controls (5)

← KNEEN, TIMOTHY, BARNARDOwnerSHAREHOLDER AND ELECTED MANAGER, ownership code F, individual
Jun 20, 2023 to Oct 17, 2024factForm ADV
← SIMONETTI, RICHARD, FOwnerCHIEF EXECUTIVE OFFICER, ownership code NA, individual
Jun 24, 2022 to Oct 17, 2024factForm ADV
← FABIAN, CHRISTY, JEANOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Jun 24, 2022 to Oct 17, 2024factForm ADV
← Klauer, Thomas, DOwnerSHAREHOLDER AND ELECTED MANAGER, ownership code F, individual
Jun 20, 2023 to Oct 17, 2024factForm ADV
← KNEEN, CASSANDRAOwnerELECTED MANAGER, ownership code F, individual
Jun 20, 2023 to Oct 17, 2024factForm ADV

Owns (2)

← FCP ADVISOR PARTNERSOwnerOWNER, ownership code E, domestic entity
Jun 24, 2022 to Oct 17, 2024factForm ADV
← VRS OZ FUND IIOwnerOWNER, ownership code B, domestic entity
Jun 24, 2022 to Oct 17, 2024factForm ADV

Moved with (1)

← WELLS FARGO ADVISORSRegistered adviser2 advisors, team lift out
Aug 17, 2022 to Sep 9, 2022factForm ADV

Dated events

Occurred
Mar 30, 2026
Regulatory AUM changed
Fidelis Capital reported RAUM $2.3B, up 38% from $1.7B (2025-08-22 to 2026-03-30)
Form ADVobserved 6 days ago
$624M
Occurred
Jan 8, 2025
Regulatory AUM changed
Fidelis Capital reported RAUM $1.7B, up 83% from $917.2M (2024-10-17 to 2025-01-08)
Form ADVobserved 6 days ago
$762M
Occurred
Mar 4, 2024
Regulatory AUM changed
Fidelis Capital reported RAUM $917.2M, up 32% from $697.3M (2023-11-13 to 2024-03-04)
Form ADVobserved 6 days ago
$220M
Occurred
Nov 13, 2023
Control person left
Tyler Maxwell Smith (Chief Operating Officer) no longer on Schedule A of Fidelis Capital (listed 2023-10-23, absent 2023-11-13)
Form ADVobserved 6 days ago
Occurred
Jun 20, 2023
Regulatory AUM changed
Fidelis Capital reported RAUM $602.0M, up 74% from $345.5M (2023-04-04 to 2023-06-20)
Form ADVobserved 6 days ago
$257M
Occurred
Jun 20, 2023
Control person joined
Cassandra Kneen (Elected Manager) appeared on Schedule A of Fidelis Capital
Form ADVobserved 6 days ago
Occurred
Jun 20, 2023
Control person joined
Barnard Timothy Kneen (Shareholder And Elected Manager) appeared on Schedule A of Fidelis Capital
Form ADVobserved 6 days ago
Occurred
Jun 20, 2023
Control person joined
D Thomas Klauer (Shareholder And Elected Manager) appeared on Schedule A of Fidelis Capital
Form ADVobserved 6 days ago
Occurred
Jan 9, 2023
Regulatory AUM changed
Fidelis Capital reported RAUM $345.5M, up 102% from $171.0M (2022-11-15 to 2023-01-09)
Form ADVobserved 6 days ago
$174M
Occurred
Oct 14, 2022
Control person joined
Tyler Maxwell Smith (Chief Operating Officer) appeared on Schedule A of Fidelis Capital
Form ADVobserved 6 days ago
Occurred
Aug 17, 2022
Team lift-out
2 advisors left Wells Fargo Advisors (Tampa, FL) for Fidelis Capital a day apart
Form ADVobserved 5 days ago
2 advisors
Occurred
Jun 24, 2022
First Form ADV filing
Fidelis Capital filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:220c5cee-f485-eea2-35f1-ff63128be532
First observed: Jun 24, 2022
Last observed: Aug 28, 2026 24 days ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

FIDELIS CAPITAL

FIDELIS CAPITAL PARTNERS, LLC, CRD 322287

TAMPA, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:220c5cee-f485-eea2-35f1-ff63128be532

Data as of Aug 28, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 4:04 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

Elizabeth Castle Lohmeier

Certified Financial Planner|Chartered Financial Analyst

TAMPA, FL | Dallas, TX

n/a

MATTHEW BLAKE MICHAELS

Certified Financial Planner

TAMPA, FL

PAUL J AYOTTE

n/a

TAMPA, FL

NEALE RUUD ELLIS

Chartered Financial Analyst

Dallas, TX | TAMPA, FL

n/a

Justin Derrick Jones

n/a

Dallas, TX | TAMPA, FL

RICHARD F SIMONETTI

n/a

TAMPA, FL

Aaron Wall

Chartered Financial Analyst

TAMPA, FL | Bethesda, MD

n/a

Christopher Gerald Gunster

Chartered Financial Analyst

TAMPA, FL | Greenwich, CT

Christopher F Tate

n/a

TAMPA, FL | Bethesda, MD

n/a

MICHAEL JOSEPH SELLERS

n/a

Bethesda, MD | TAMPA, FL

MATTHEW HOYT ELLIS

n/a

TAMPA, FL | Troutman, NC

Benjamin A. Hilyard

n/a

Bethesda, MD | TAMPA, FL

n/a

DOUGLAS ANTHONY ROTHERMICH

n/a

TAMPA, FL | Saint Charles, MO

Johnathan Lloyd Butler

n/a

TAMPA, FL

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

ELLIS, MATTHEW, HOYT

Manager

yes

08/2022

Aug 28, 2026

FCP ADVISOR PARTNERS

Member

yes

06/2022

Aug 28, 2026

Jones, Justin, Derrick

CHIEF OPERATING OFFICER

yes

02/2025

Aug 28, 2026

SIMONETTI, RICHARD, F

CHIEF EXECUTIVE OFFICER

yes

06/2022

Aug 28, 2026

FABIAN, CHRISTY, JEAN

CHIEF COMPLIANCE OFFICER

yes

06/2022

Jun 24, 2022

Oct 17, 2024

Klauer, Thomas, D

SHAREHOLDER AND ELECTED MANAGER

yes

08/2022

Jun 20, 2023

Oct 17, 2024

KNEEN, CASSANDRA

ELECTED MANAGER

yes

08/2022

Jun 20, 2023

Oct 17, 2024

KNEEN, TIMOTHY, BARNARD

SHAREHOLDER AND ELECTED MANAGER

yes

08/2022

Jun 20, 2023

Oct 17, 2024

ENGLES OZ, LLC.

Member

12/2024

Aug 28, 2026

LUND IRREVOCABLE TRUST DATED

Member

12/2024

Aug 28, 2026

MURRAY, MATTHEW, PAUL

CHIEF COMPLIANCE OFFICER

05/2025

Aug 28, 2026

TANGO CAPITAL VENTURES, LLC

Member

12/2024

Aug 28, 2026

VRS OZ FUND II

Owner

09/2022

Jun 24, 2022

Oct 17, 2024

City

State

Country

Employees

Also broker-dealer

Bethesda

United States

Dallas

United States

Greenwich

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Apr 6, 2026

$2.3B

$2.2B

n/a

2024

Mar 20, 2025

$1.7B

$1.6B

n/a

2023

Mar 4, 2024

$917M

$908M

n/a

2022

Jan 9, 2023

$345M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$2.3B

$1.7B

37.6%

$345M

87.7%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

WELLS FARGO ADVISORS

Aug 17, 2022

Sep 9, 2022

TAMPA, FL

Team lift out

Wirehouse to new firm

0.0%