Fidelis Im

Overview

Fidelis Im is an SEC registered investment adviser based in Medford, OR, registered since 2012. It reports $306M in assets under management across 596 accounts, with 3 employees. It has 1 investment adviser representatives.

Reported AUM

$306M

Discretionary

100%

Accounts

596

Average account

$514K

Employees

3

Advisory reps

1

Registered since

2012

Jurisdictions

3

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Other Advisory Services

Client types

• High Net Worth Individuals
• Individuals
• Pension/Profit Sharing Plan

Fee structure

Fixed Fees and Percentage of Assets

Executive officers 2 of 2

• Keegan Jay Denn President CRD 5783555
• Tracy Le Ann Richards Director of Operations CRD 6041222

Advisory reps 1 of 1

• Keegan Jay Denn Investment Adviser Rep CRD 5783555

Location

Headquarters

2950 E Barnett Rd
Medford, OR 97504

County

Jackson

Metro area

Medford, OR

Region

West

Registrations

• SEC registered
• Registered in 3 jurisdictions
• Website: fidelisim.com

Every state, with registration dates

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