Douglas Rothermich
Fidelis Capital · Saint Charles, Missouri
Douglas Rothermich is a fee-only financial advisor at Fidelis Capital in Saint Charles, Missouri. Douglas 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 | Saint Charles, Missouri |
| 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 MO · CRD 4366582 |
| Exams passed | Series 65 (2024) |
| Firm size | 22 employees |
| Disclosures | None reported |
| Website | www.fideliscapital.com |
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Questions about Douglas
Is Douglas Rothermich a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Douglas 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 Douglas charge for financial advice?
Douglas's firm, Fidelis Capital, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Douglas Rothermich based?
Douglas Rothermich is based in Saint Charles, Missouri.
What does Douglas specialize in?
Douglas's specialties include tax planning, small business owners, founders (pre-exit) and family wealth transfer. Douglas works with founders, executives, ultra high net worth and multi-generational families.
Is Douglas Rothermich registered with the SEC?
Yes. Douglas Rothermich is registered as an investment adviser representative in MO (CRD 4366582), 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 Douglas Rothermich?
Through Douglas'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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