{
  "crd_number": 156737,
  "slug": "fielder-capital-group-llc-nashville-tn-156737",
  "primary_business_name": "FIELDER CAPITAL GROUP LLC",
  "legal_name": "FIELDER CAPITAL GROUP LLC",
  "dbas": [],
  "city": "Nashville",
  "state": "TN",
  "country": "United States",
  "cbsa_code": "34980",
  "metro": {
    "cbsa_code": "34980",
    "common_name": "Nashville",
    "msa_name": "Nashville-Davidson--Murfreesboro--Franklin, TN",
    "path": "/advisors/tn/nashville"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2017-04-10",
  "years_registered": 9,
  "period": "2026-10-01",
  "filing_date": "2026-03-30",
  "carried_forward": false,
  "raum_total": 1214737547.0,
  "raum_discretionary": 1161850531.0,
  "raum_non_discretionary": 52887016.0,
  "raum_band": "1b_5b",
  "raum_band_label": "$1 billion to $5 billion",
  "total_employees": 11,
  "advisory_employees": 5,
  "client_count_bucket": null,
  "clients_by_type": {
    "other": {
      "raum": 0.0,
      "count": 0
    },
    "charitable": {
      "raum": 66141123.0,
      "count": 11
    },
    "individuals": {
      "raum": 6641328.0,
      "count": 13
    },
    "banking_thrift": {
      "raum": 0.0,
      "count": 0
    },
    "state_municipal": {
      "raum": 0.0,
      "count": 0
    },
    "insurance_companies": {
      "raum": 106736668.0,
      "count": 1
    },
    "investment_companies": {
      "raum": 0.0,
      "count": 0
    },
    "pension_profit_sharing": {
      "raum": 8771987.0,
      "count": 5
    },
    "other_investment_advisers": {
      "raum": 0.0,
      "count": 0
    },
    "high_net_worth_individuals": {
      "raum": 1016860362.0,
      "count": 99
    },
    "pooled_investment_vehicles": {
      "raum": 0.0,
      "count": 0
    },
    "corporations_other_businesses": {
      "raum": 9586079.0,
      "count": 2
    },
    "business_development_companies": {
      "raum": 0.0,
      "count": 0
    },
    "sovereign_wealth_foreign_official": {
      "raum": 0.0,
      "count": 0
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "other",
    "pension_consulting",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA",
    "LA",
    "MA",
    "NC",
    "NE",
    "NH",
    "NJ",
    "NY",
    "TN",
    "TX"
  ],
  "websites": [
    "https://fieldercapital.com",
    "https://linkedin.com/company/fielder-capital-group-llc/about",
    "https://linkedin.com/in/frank-byrd-cfa",
    "https://open.spotify.com/show/2yQRe6tKteQp6gnf3YaC4t",
    "https://soundcloud.com/user-247310843",
    "https://twitter.com/The_Outfielder",
    "https://vimeo.com/user3814286",
    "https://worth.com/company/fielder-capital-group-llc",
    "https://youtube.com/@FielderCap"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/156737",
  "city_as_filed": "NASHVILLE",
  "url": "https://advisorcensus.com/firm/fielder-capital-group-llc-nashville-tn-156737",
  "display_name": "Fielder Capital Group LLC",
  "summary": "Fielder Capital Group LLC is an SEC-registered investment advisory firm in Nashville, TN, registered since 2017, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 30, 2026.",
  "citation": "AdvisorCensus. Fielder Capital Group LLC (CRD 156737): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Pension consulting services",
    "Selection of other advisers (including private fund managers)",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is Fielder Capital Group LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Fielder Capital Group LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees)."
    },
    {
      "q": "Where is Fielder Capital Group LLC located?",
      "a": "Fielder Capital Group LLC's principal office is in Nashville, TN, according to its Form ADV."
    },
    {
      "q": "Is Fielder Capital Group LLC registered with the SEC or a state?",
      "a": "Fielder Capital Group LLC is an SEC-registered investment advisory firm, registered since 2017. Status as filed: Approved. CRD 156737."
    },
    {
      "q": "How much does Fielder Capital Group LLC manage?",
      "a": "Fielder Capital Group LLC reports $1,214,737,547 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (96% discretionary)."
    },
    {
      "q": "How have Fielder Capital Group LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Fielder Capital Group LLC: Regulatory assets under management: $326,086,616 in the October 2021 data and $1,214,737,547 in the October 2026 data, up 273%. Total employees: 4 in October 2021 and 11 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Fielder Capital Group LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (99); individuals (other than high net worth individuals) (13); charitable organizations (11)."
    },
    {
      "q": "Which custodians does Fielder Capital Group LLC use?",
      "a": "Fielder Capital Group LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and National Financial Services LLC as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Fielder Capital Group LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/156737"
    },
    {
      "q": "Does Fielder Capital Group LLC state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated March 30, 2026 says: \"As a condition for starting and maintaining an investment advisory relationship, Fielder imposes a minimum portfolio value of $5,000,000. Fielder may, in its sole discretion, accept clients with smaller portfolios based upon certain criteria\""
    },
    {
      "q": "What changed in Fielder Capital Group LLC's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Employees performing advisory functions went from 3 to 5. Regulatory assets under management went from $1,063,292,971 to $1,214,737,547 (+14%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 326086616.0,
      "total_employees": 4,
      "filing_date": "2021-07-30"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 443155164.0,
      "total_employees": 6,
      "filing_date": "2022-03-31"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 439583848.0,
      "total_employees": 7,
      "filing_date": "2023-03-30"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 834551544.0,
      "total_employees": 9,
      "filing_date": "2024-09-04"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 1063292971.0,
      "total_employees": 11,
      "filing_date": "2025-07-02"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 1214737547.0,
      "total_employees": 11,
      "filing_date": "2026-03-30"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 3 to 5.",
        "Regulatory assets under management went from $1,063,292,971 to $1,214,737,547 (+14%)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 30, 2026",
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "$5,000,000",
    "account_minimum_may_be_waived": true,
    "minimum_annual_fee": null,
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $5,000,000 (the brochure says it may be waived or negotiated)"
        ],
        "quotes": [
          "As a condition for starting and maintaining an investment advisory relationship, Fielder imposes a minimum portfolio value of $5,000,000. Fielder may, in its sole discretion, accept clients with smaller portfolios based upon certain criteria"
        ]
      }
    ],
    "quotes": [
      "As a condition for starting and maintaining an investment advisory relationship, Fielder imposes a minimum portfolio value of $5,000,000. Fielder may, in its sole discretion, accept clients with smaller portfolios based upon certain criteria"
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    },
    {
      "name": "National Financial Services LLC",
      "name_as_filed": "NATIONAL FINANCIAL SERVICES LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/fielder-capital-group-llc-nashville-tn-156737.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 13,
      "fewer_than_5": false,
      "raum": 6641328.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 99,
      "fewer_than_5": false,
      "raum": 1016860362.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 5,
      "fewer_than_5": false,
      "raum": 8771987.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 11,
      "fewer_than_5": false,
      "raum": 66141123.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 1,
      "fewer_than_5": false,
      "raum": 106736668.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 2,
      "fewer_than_5": false,
      "raum": 9586079.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/156737",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}