RIA Intel›Advisers›Florida›FIDELITY CAPITAL MANAGEMENT CORP

FIDELITY CAPITAL MANAGEMENT CORP

Advisory

PALM HARBOR, FL

Data as of Jun 26, 2025 · Source: SEC Form ADV

Rank in FL

#2,574

of 2,610 advisers by AUM

Average account

$150K

across 1 accounts

AUM per adviser

$150K

1 advisers

Source: SEC Form ADV. Figures as filed Jun 26, 2025.

Total AUM

$150K

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$150K

Discretionary AUM$0

Non-Discretionary AUM$150K

Discretionary %0%

Total Clients—

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InPA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

The full client-type breakdown and the share of AUM each category represents.

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Closest by assets under management. All figures from Form ADV.

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WEST INVESTIMENTOS LLC

$137K

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