Fidelis Capital

Fidelis Capital is an advisor-owned wealth management firm based in Dallas, Texas, that provides comprehensive financial planning, investment management, and fiduciary services to high-net-worth individuals and complex families. The organization operates on a fee-based business model, generating its primary revenue through advisory fees charged directly on client assets under management. Operating with a core team of 5 to 9 partners and advisors, the firm, which was recently featured in the Dallas Business Journal, focuses on delivering personalized fixed income solutions and specialized wealth strategies. The company leverages the extensive institutional expertise of its leadership team, who previously held senior private banking and advisory roles at major financial institutions including Wells Fargo and Bank of America. Fidelis Capital was officially founded in 2022 by former private bankers Rick Simonetti, Matthew Ellis, Matt Michaels, Neale Ellis, and Paul J. Ayotte.