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FIELDER CAPITAL GROUP LLC
CRD 156737 · SEC 801-110357
1222 DEMONBREUN STREET, SUITE 1610, NASHVILLE, TN, 37203, United States
Phone
212-918-4860
Fax
914-685-8029
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.21B
Discretionary AUM
$1.16B
Team
11 total employees; 5 advisory reps
Clients
101-250
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersCONSULTING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 13 | $6.6M |
| High net worth individuals | 99 | $1.02B |
| Pension/profit sharing plans | 5 | $8.8M |
| Charitable organizations | 11 | $66.1M |
| Insurance companies | 1 | $106.7M |
| Corporations/business entities | 2 | $9.6M |
States served
CA, LA, MA, NE, NJ, NY, NC, TN, TX, NH
All web addresses on file
- https://www.linkedin.com/company/fielder-capital-group-llc/about/
- https://www.fieldercapital.com/
- https://twitter.com/The_Outfielder
- https://www.linkedin.com/in/frank-byrd-cfa/
- https://vimeo.com/user3814286
- https://soundcloud.com/user-247310843
- https://www.youtube.com/@FielderCap
- https://worth.com/company/fielder-capital-group-llc/
- https://open.spotify.com/show/2yQRe6tKteQp6gnf3YaC4t
Official SEC filing: View on IAPD