DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Matthew Blake Michaels

Fidelis Capitalindependent RIATampa, FlIA-onlyIAPD 2954923

Certified Financial Planner

Feed of 09/14/2026

Also filed as Matt B. Michaels

At current firm

4 y

since Aug 29, 2022

In the industry

28 y

since Oct 22, 1997 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66, S65, S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Professional profile

what the firm itself publishes, with the page it was read from

Title: Founding Partner, Co-Chief Investment Officerreportedfideliscapital.comfirm site, Sep 15, 2026
Designations: CFA, CFPreportedfideliscapital.comas printed on the bio page, Sep 16, 2026
Founder: “Founding Partner, Co-Chief Investment Officer”reportedfideliscapital.comthe sentence on the bio page
Partner or owner: “Founding Partner, Co-Chief Investment Officer”reportedfideliscapital.comthe sentence on the bio page
Years, as the firm states: 29reportedfideliscapital.com“Login”
Professional profile: fideliscapital.com/bio/matt-michaelsreportedfideliscapital.comfirm site, Sep 15, 2026

Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.

Registration history

IAPD current and previous registrations

Fidelis Capital independent RIA current
since Aug 29, 2022 · Tampa, Fl
Wells Fargo Advisors wirehouse
Jan 26, 2022 to Aug 17, 2022 · Tampa, Fl
Regions Investment Management, Inc. other
Apr 23, 2008 to Aug 30, 2010 · Birmingham, Al
Amsouth Asset Management, Inc. unclassified
Dec 12, 2003 to Jan 28, 2008 · Tampa, Fl
Amsouth Investment Management Company LLC unclassified
Jun 14, 2001 to Oct 20, 2003 · Clearwater, Fl

Moves

a registration end followed by a registration begin elsewhere

Wells Fargo Advisors to Fidelis Capital
left Aug 17, 2022, registered Aug 29, 2022 (12 days) · Wirehouse to a newly registered adviser (no RAUM reported yet) · moved with a team
Regions Investment Management, Inc. to Wells Fargo Advisors
left Aug 30, 2010, registered Jan 26, 2022 (4167 days) · Other
Amsouth Asset Management, Inc. to Regions Investment Management, Inc.
left Jan 28, 2008, registered Apr 23, 2008 (86 days) · Other
Amsouth Investment Management Company LLC to Amsouth Asset Management, Inc.
left Oct 20, 2003, registered Dec 12, 2003 (53 days) · Other

Signals

Matthew Blake Michaels left Wells Fargo Advisors for Fidelis Capital (registered 2022-08-29)
Aug 17, 2022 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Independent wealth managerderived
Years in industry: 28derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address