Dallas, TX Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Fidelis Capital
Team
Firm-wide stats for Fidelis Capital
Clients per advisor
16 Very LowAvg AUM per client
$8,729,214 Very HighHNW client ratio
80% Very HighAbout
Fidelis Capital Partners provides investment advisory and related non‑investment services to a range of clients, including individuals (both non‑HNW and high‑net‑worth), family offices, trusts, estates, philanthropic and non‑profit organizations, and other business entities. In addition to discretionary and non‑discretionary portfolio management and financial planning, the firm also sub‑advises a private fund exempt under the Investment Company Act of 1940, meaning it serves investment company clients as well as retail and institutional accounts.
The firm’s investment process blends quantitative, fundamental, technical and economic analysis to inform portfolio construction and trading decisions, and it typically manages client accounts on a discretionary basis while accommodating client‑imposed restrictions. Fidelis supplements portfolio management with business consulting, a “Suite of Services” coordinating third‑party providers, and the ability to recommend and monitor sub‑managers for segments of client portfolios; it may also facilitate client access to margin facilities through its custodian.
Distinctive aspects noted in the brochure include Fidelis’ sub‑advisory role to a private fund — a client type that is uncommon among multi‑team peers — and its use of International Shareholder Services (ISS) to assist with corporate action processing and proxy voting. The firm also documents receiving administrative support and credits from its custodian toward qualifying third‑party research, technology and service providers, and it discloses formal employee and external solicitor referral arrangements.
Based on Fidelis Capital
Location
910 S Pearl Expy
Dallas TX 75201
Advisors at this office
3
Advisors at this office
Elizabeth L
CFP®, CFA®
Dallas, TX
Fidelis Capital
Elizabeth Lohmeier is a CFP® and CFA® with three years of industry experience, currently serving as a financial advisor at Fidelis Capital Partners, LLC since 2022. Prior to joining Fidelis Capital, she worked for eight years at Bank of America - Private Bank. Fidelis Capital Partners provides investment advisory and related services to individuals, family offices, trusts, estates, philanthropic and nonprofit organizations, and other business entities. The firm employs a blend of quantitative, fundamental, technical, and economic analysis to guide portfolio management, offering both discretionary and non-discretionary services alongside business consulting and third-party provider recommendations.
Justin J
Series 63, Series 65
Dallas, TX
Fidelis Capital
Justin Jones is a financial advisor with Fidelis Capital who holds Series 63 and Series 65 licenses and has 12 years of industry experience. His prior roles include positions at Level Four Advisory Services, AE Wealth Management, Valiant Wealth Management, Advantage Commercial Lending, JL Cochran & Co, and Transamerica Financial Advisors. Fidelis Capital Partners provides investment advisory and related services to individuals, family offices, trusts, estates, philanthropic and non-profit organizations, and other business entities. The firm uses a combination of quantitative, fundamental, technical, and economic analysis to guide portfolio management and also serves as a sub-adviser to a private fund exempt under the Investment Company Act of 1940.
Neale E
CFA®, Series 66
Dallas, TX
Fidelis Capital
Neale Ellis is a CFA® charterholder with four years of industry experience. He currently works at Fidelis Capital Partners, LLC and previously spent 14 years at Bank of America. Fidelis Capital Partners serves a diverse client base including individuals, family offices, trusts, estates, and nonprofit organizations, providing investment advisory and related services. The firm employs a blend of quantitative, fundamental, technical, and economic analysis to manage portfolios, typically on a discretionary basis, and offers additional consulting and coordination services.
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