firm
Fidelis Capital
BIRMINGHAM, AL
CRD: 141341
In network coverage since September 29, 2026 · 1 story
$18.3MRegulatory AUMSEC Form ADV · Oct 24
1EmployeesForm ADV
Regulatory AUM · Oct 3 – Oct 24
Network coverage
RIA
PNC survey: 89% of owners want combined advice, 55% have it
The 300-owner survey also found about 40% reassess business decisions against personal goals only occasionally or rarely, and 31% have no succession plan in place.