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FIDELIS IM

MEDFORD, OR · CRD 162985 · IAPD ↗ · fidelisim.com · 541-770-1311

$306.1MRegulatory AUM
1Advisory reps
3Employees
0Clients
101-250Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
April 2026 — FIDELIS IM reported RAUM up 26% ($243.7M -> $306.1M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
68
April 2026 — FIDELIS IM now reports custody of client assets ($73.7M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
45
December 2024 — FIDELIS IM notice-filed in NE.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.