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JB

Johnathan L. Butler

FIDELIS CAPITAL
TAMPA, FL 33607
Some features on this profile are disabled
CRD#: 7615784
JB

Professional summary

Johnathan Lloyd Butler, who also goes by Johnathan Butler, is a registered financial advisor currently at FIDELIS CAPITAL located in Tampa, Florida.

Johnathan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Johnathan has worked at 1 firm and has passed the Series 65 exam.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Johnathan Butler

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Johnathan Lloyd Butler's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

August 30, 2024 - Present

FIDELIS CAPITAL

Office #1: 4221 W Boy Scout Blvd Suite 730, Tampa, FL 33607
RIA
CRD#: 322287
TAMPA, FL

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
FIDELIS CAPITAL
FIDELIS CAPITAL
FIDELIS | FIDELIS CAPITAL PARTNERS, LLC | FIDELIS CAPITAL

CRD#: 322287 / SEC#: 801-126176

RIA
Registered Investment Advisory firm - (7/25/2022 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Florida
(8/30/2024)

Exams

State Security Law Exam
IAR
Series 65
Date: 8/27/2024
Uniform Investment Adviser Law Examination

Current Firm

FIDELIS CAPITAL
FIDELIS CAPITAL
FIDELIS | FIDELIS CAPITAL PARTNERS, LLC | FIDELIS CAPITAL

CRD#: 322287 / SEC#: 801-126176

RIA
Registered Investment Advisory firm - (7/25/2022 Approved)
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Contact information

Main Address
4221 W Boy Scout Blvd Suite 730, Tampa, FL 33607
Mailing Address
Phone number
(813) 934-6246
Established
Firm type
Fiscal year end
# of Employees
21

SEC notice filing (25 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FIDELIS CAPITAL PARTNERS FIRM BROCHURE 3-19-25 (6/4/2025)

Regulatory assets under management

Total Number of Accounts934
AUM (Assets Under Management)$ 1,660,321,213

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

FIDELIS CAPITAL

FIDELIS CAPITAL

CRD#: 322287Tampa, FL 33607

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