F
Fidelity Capital Management Corp
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$150,000
Clients
1
0% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
1
Very LowAverage account size
$150,000
About
Fidelity Capital Management Corp provides investment advisory and portfolio management services to individual clients and reports approximately $150,000 in regulatory assets under management for one client. Its Form ADV indicates typical deliverables for individuals, such as investment analysis and account reviews.
The firm generally operates on a primarily non-discretionary basis, meaning clients retain trading authority and the adviser makes recommendations implemented with client consent. The brochure describes the firm’s methods of analysis and its account review practices used to inform those recommendations.
Distinctive features disclosed in the ADV include an affiliation with a real estate broker and prior disclosure events noted in the disciplinary section, which the firm identifies as matters for client consideration. Combined with the very small client base and the predominantly non-discretionary service model, these factors differentiate the firm from many independent peers.
Client services
Portfolio management
Main office location
Fidelity Capital Management Corp
2940 Country Woods Lane
Palm Harbor FL 34683, United States
Number of offices
1
Most active in
Fidelity Capital Management Corp has reported serving >5 clients in these states in the last 12 months.
Pennsylvania
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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