F
$150.0K Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
1 ADV. Clients
25 yrs Firm Age
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- Custodian
- --
- Clients
- Retail
- Platforms
- --
- Established Date
- 07-12-2001
- Office Locations
- 1
Office Locations
-- Alburtis PA
About Fidelity Capital Management Corp
Fidelity Capital Management Corp is a Palm Harbor-based RIA. The firm has been operating for 25 years. Managing $150.0K in total assets under management, with 1 advisory representatives.
Team overview
-- AVG AGE
$150.0K AVG AUM / ADVISOR
$150.0K AVG AUM / CLIENT
25.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
25yrs Firm Age
Insights
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Owner & Executives
T
TERRY JAMES DORRITY
President
- CRD
- #2838006
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $150,000 | -- |
| Total | $150,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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