Elizabeth Lohmeier
Fidelis Capital · Dallas, Texas
Elizabeth Lohmeier is a fee-only financial advisor at Fidelis Capital in Dallas, Texas, who holds the CFP and CFA credentials. Elizabeth 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 | Dallas, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $2.28B across 1,228 accounts |
| Credentials | CFP · CFA |
| SEC registration | Investment adviser representative in TX · CRD 7612875 |
| Firm size | 22 employees |
| Disclosures | None reported |
| Website | www.fideliscapital.com |
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Questions about Elizabeth
Is Elizabeth Lohmeier a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Elizabeth 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 Elizabeth charge for financial advice?
Elizabeth's firm, Fidelis Capital, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Elizabeth Lohmeier based?
Elizabeth Lohmeier is based in Dallas, Texas.
What does Elizabeth specialize in?
Elizabeth's specialties include tax planning, small business owners, founders (pre-exit) and family wealth transfer. Elizabeth works with founders, executives, ultra high net worth and multi-generational families.
What credentials does Elizabeth Lohmeier hold?
Elizabeth Lohmeier holds the CFP and CFA credentials.
Is Elizabeth Lohmeier registered with the SEC?
Yes. Elizabeth Lohmeier is registered as an investment adviser representative in TX (CRD 7612875), 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 Elizabeth Lohmeier?
Through Elizabeth'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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