Johnathan Butler
Fidelis Capital · Tampa, Florida
Johnathan Butler is a fee-only financial advisor at Fidelis Capital in Tampa, Florida. Johnathan 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.
Request an introduction to Johnathan →
Specialties
Who they serve
- Founders
- Executives
- Ultra high net worth
- Multi-generational families
Facts
| Firm | Fidelis Capital |
|---|---|
| Based in | Tampa, Florida |
| 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 FL · CRD 7615784 |
| Exams passed | Series 65 (2024) |
| Firm size | 22 employees |
| Disclosures | None reported |
| Website | www.fideliscapital.com |
Request an introduction to Johnathan
Tell Johnathan a little about what you're looking for. Johnathan isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Johnathan
Is Johnathan Butler a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Johnathan 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 Johnathan charge for financial advice?
Johnathan's firm, Fidelis Capital, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Johnathan Butler based?
Johnathan Butler is based in Tampa, Florida.
What does Johnathan specialize in?
Johnathan's specialties include tax planning, small business owners, founders (pre-exit) and family wealth transfer. Johnathan works with founders, executives, ultra high net worth and multi-generational families.
Is Johnathan Butler registered with the SEC?
Yes. Johnathan Butler is registered as an investment adviser representative in FL (CRD 7615784), 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 Johnathan Butler?
Through Johnathan'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.
See something wrong? Request a correction. Read our methodology.