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FIDELIS INVESTORS, LLC

CRANFORD, NJ · CRD 306920 · IAPD ↗ · fidelis-investors.com · 908-402-8132

$1.38BRegulatory AUM
6Advisory reps
17Employees
0Clients
n/aPlanning clients
6Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

52
April 2026 — FIDELIS INVESTORS, LLC reported RAUM up 36% ($1.01B -> $1.38B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
70
April 2025 — FIDELIS INVESTORS, LLC crossed $1B in regulatory AUM ($878.9M -> $1.01B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
48
April 2024 — FIDELIS INVESTORS, LLC reported RAUM up 25% ($700.5M -> $878.9M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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