FIDELITY CAPITAL MANAGEMENT CORP
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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities50%
- US Government Bonds50%
Owners & executives
1 of 1TERRY DORRITY
CEOCRD 2838006
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
BASILE FINANCIAL GROUP, INC.
RIAPALM HARBOR, FL
NATHAN G. HANNA, LLC
RIAPALM HARBOR, FL
PREMIER PRIVATE WEALTH MANAGEMENT, LLC
RIAPALM HARBOR, FL
STERLING BRIDGE FINANCIAL GROUP LLC
RIAPALM HARBOR, FL
CATHY A. WAGNER, CFP, RIA
RIAPALM HARBOR, FL
TORING FINANCIAL ADVISORS, INC.
RIAPALM HARBOR, FL