Asset ManagerRIA · CRD 286305SEC-Registered

Updated:

FIDELIS FS

FIDELIS FS, LLC is an SEC-registered investment adviser with approximately $3 million in regulatory assets under management. The firm has 1 employee and 1...

FIDELIS FS

FIDELIS FS, LLC is an SEC-registered investment adviser with approximately $3 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a single investment adviser.

General information

Firm type

Asset Manager

Frequently asked questions

Is FIDELIS FS a single-family office or does it manage outside capital?

FIDELIS FS is registered with the SEC as an investment adviser, which means it manages assets for external clients. Single-family offices typically rely on the private-adviser exemption and do not register, so the firm's regulatory status confirms it operates beyond a single family's capital. The number and identity of its clients have not been publicly disclosed.

Who runs investment decisions at FIDELIS FS?

No named principals, portfolio managers, or executive officers have been publicly associated with FIDELIS FS. The firm's Form ADV, which normally lists direct owners and executive officers, has not yielded publicly identifiable names through commercial databases. Its leadership and decision-making structure remain unknown to outside observers.

What investment strategy does FIDELIS FS pursue?

The firm has not publicly stated an investment strategy. No asset-class focus, sector specialization, or geographic preference appears in regulatory filings or any other public source. Without a website, marketing materials, or media coverage, its investment approach is entirely undocumented in the public domain.

How large is FIDELIS FS, and where is it based?

FIDELIS FS has not disclosed its assets under management, number of clients, office location, or team size. The absence of even a minimal corporate website or LinkedIn presence suggests the firm may operate at a very small scale, possibly a single-adviser practice. No headquarters city or mailing address appears in readily accessible public records.

Does FIDELIS FS have any connection to the Catholic fraternal organization Fidelis or the defense contractor Fidelis Cybersecurity?

No connection to either entity is evident in public filings or corporate records. Fidelis — Latin for faithful — is a common name adopted by multiple unrelated organizations, ranging from insurance providers to technology firms. FIDELIS FS, LLC appears to be a legally distinct entity with no disclosed affiliation to any other Fidelis-branded organization.

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