A complete list of active advisors currently associated with Fidelity Capital Management Corp

Warmer can help you find a great advisor at Fidelity Capital Management Corp or one who fits your needs even better.

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.

To learn more about the advisors currently working at Fidelity Capital Management Corp, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.