Christopher Tate
Fidelis Capital · Bethesda, Maryland
Christopher Tate is a fee-only financial advisor at Fidelis Capital in Bethesda, Maryland. Christopher focuses on tax planning, small business owners and founders (pre-exit). Fidelis Capital reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Who they serve
- Founders
- Executives
- Ultra high net worth
- Multi-generational families
Facts
| Firm | Fidelis Capital |
|---|---|
| Based in | Bethesda, Maryland |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $2.28B across 1,228 accounts |
| SEC registration | Investment adviser representative in DC, MD · CRD 7805982 |
| Exams passed | Series 65 (2023) |
| Firm size | 22 employees |
| Disclosures | None reported |
| Website | www.fideliscapital.com |
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Questions about Christopher
Is Christopher Tate a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Christopher holds no broker registration, and Fidelis Capital reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Christopher charge for financial advice?
Christopher's firm, Fidelis Capital, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Christopher Tate based?
Christopher Tate is based in Bethesda, Maryland.
What does Christopher specialize in?
Christopher's specialties include tax planning, small business owners, founders (pre-exit) and family wealth transfer. Christopher works with founders, executives, ultra high net worth and multi-generational families.
Is Christopher Tate registered with the SEC?
Yes. Christopher Tate is registered as an investment adviser representative in DC and MD (CRD 7805982), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Fidelis Capital manage?
Fidelis Capital reports $2.28B across 1,228 accounts in assets under management.
How do I contact Christopher Tate?
Through Christopher's website, www.fideliscapital.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Fidelis Capital website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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