Fidelity Capital Corporation, Inc.
$513M reported client assets across 2 advisory firms in FY2025 annual amendments
Reported client assets over time
Same-firm comparison: 2 firms that reported Fidelity Capital Corporation, Inc. in both FY2024 and FY2025 annual amendments (ADV Item 5.K.(3)). Fiscal years come directly from the SEC filing-type table; filing dates are not used as a year-end proxy. 2017, 2018, 2019, 2020, 2021, 2022 are shown but partial — only FY2017: 1 cohort firms, FY2018: 1 cohort firms, FY2019: 1 cohort firms, FY2020: 1 cohort firms, FY2021: 1 cohort firms, FY2022: 1 cohort firms.
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Augustine Asset Management Inc | $479M | $783M | 61.2% | 03/03/2026 |
| Morgan Dempsey Capital Management Llc | $33.7M | $252M | 13.4% | 03/06/2026 |
From Form ADV Schedule D 5.K.(3): custodians named at the 10%-of-SMA-assets threshold, with reported dollar amounts. "Share" is reported amount as a share of the firm's total regulatory AUM.