FIDELITY CAPITAL MANAGEMENT CORP

RIASEC Registered
Total AUM
$150K
Discretionary
$0
0% of AUM
Avg account
$150K
Accounts
1
Employees
1
Advisory reps
1

Firm details

Headquarters
PALM HARBOR, Florida
CRD number
122651
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • Individuals100%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Fidelity Capital Management Corp operates as a corporation focused on portfolio management for individuals and small businesses. The firm is structured to provide advisory services, primarily charging fees based on a percentage of assets under management and fixed fees. While the firm is not classified as a capital allocator or an active ESG investor, it has established itself in the realm of personal investment management. Fidelity Capital Management Corp does not engage in pension consulting or have affiliations with other advisory firms, indicating a more independent operational model.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 50%, US Government Bonds 50%50%
  • Exchange Traded Equities50%
  • US Government Bonds50%

Owners & executives

1 of 1
  • TERRY DORRITY

    CEOCRD 2838006

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

PALM HARBOR, FL

PINELLAS

Location

PALM HARBOR, FL

Headquartered in PALM HARBOR, FL, in the South of the United States.

Region
South
County
PINELLAS
Address
2940 Country Woods Ln
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth