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them, as of August 2026. They include 175 high-net-worth individuals, 43 individual clients, and 12 corporations and other businesses.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 28 August 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Fidelis Capital Partners offer?","answer":"Fidelis Capital Partners provides financial planning, portfolio management for individuals and small businesses, portfolio management for pooled vehicles, portfolio management for institutions, pension consulting, and selecting other managers.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Fidelis Capital Partners charge?","answer":"Fidelis Capital Partners charges 0.15%–1.00% for its Portfolio Management Services. The brochure does not state whether the rate is annual. The fee is billed in arrears and is negotiable.","source":"FIDELIS CAPITAL PARTNERS FIRM BROCHURE 3-19-25, filed 30 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Fidelis Capital Partners use?","answer":"Fidelis Capital Partners’ separately managed account assets are held at Fidelity Brokerage Services LLC (Smithfield, RI), with $2.21B. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 28 August 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Fidelis Capital Partners have?","answer":"Fidelis Capital Partners has 0 investment adviser representatives registered with state securities authorities, out of 22 employees, and 12 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Fidelis Capital Partners invest in?","answer":"At the end of its last fiscal year, Fidelis Capital Partners’ separately managed accounts held 43% exchange-traded equities, 26% registered funds (mutual funds, ETFs, BDCs), 10% state and local bonds, 9% U.S. government and agency bonds, 5% cash and equivalents, 4% pooled vehicles (private funds and similar), 2% investment grade corporate bonds and 1% non-exchange-traded equities.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Fidelis Capital Partners?","answer":"Fidelis Capital Partners is owned through a trust and holding companies by Gregg and Molly Engles. Its direct owners are FCP Advisor Partners (50% to 75%), Engles Oz, LLC. (5% to 10%), Lund Irrevocable Trust Dated December 12, 2012 (5% to 10%) and Michael Tregoning (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 28 August 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Fidelis Capital Partners get paid?","answer":"Fidelis Capital Partners is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is Fidelis Capital Partners registered with the SEC?","answer":"Yes, Fidelis Capital Partners has been registered with the SEC as an investment adviser since 25 July 2022. 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