# Fielder Capital Group LLC

> 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.

- CRD: 156737
- Filed as: FIELDER CAPITAL GROUP LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Nashville, TN
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/156737
- AdvisorCensus page: https://advisorcensus.com/firm/fielder-capital-group-llc-nashville-tn-156737

## Quick answers

**How is Fielder Capital Group LLC compensated?**
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).

**Where is Fielder Capital Group LLC located?**
Fielder Capital Group LLC's principal office is in Nashville, TN, according to its Form ADV.

**Is Fielder Capital Group LLC registered with the SEC or a state?**
Fielder Capital Group LLC is an SEC-registered investment advisory firm, registered since 2017. Status as filed: Approved. CRD 156737.

**How much does Fielder Capital Group LLC manage?**
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).

**How have Fielder Capital Group LLC's assets and staff changed since 2021?**
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.

**What types of clients does Fielder Capital Group LLC serve?**
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).

**Which custodians does Fielder Capital Group LLC use?**
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.

**Does Fielder Capital Group LLC report any disciplinary disclosures?**
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

**Does Fielder Capital Group LLC state an account minimum?**
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"

**What changed in Fielder Capital Group LLC's recent Form ADV filings?**
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%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 30, 2026)

- Account minimum: $5,000,000 (the brochure says it may be waived or negotiated)

> 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

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- National Financial Services LLC

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.

### Regulatory assets under management (Item 5.F)
- Total: $1,214,737,547
- Discretionary: $1,161,850,531
- Non-discretionary: $52,887,016

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 13 | $6,641,328 |
| High net worth individuals | 99 | $1,016,860,362 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 5 | $8,771,987 |
| Charitable organizations | 11 | $66,141,123 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 1 | $106,736,668 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 2 | $9,586,079 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- 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

### Firm details
- Registered since: 2017 (9 years)
- Employees: 11 total, 5 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, LA, MA, NC, NE, NH, NJ, NY, TN, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- fieldercapital.com
- open.spotify.com/show/2yQRe6tKteQp6gnf3YaC4t
- soundcloud.com/user-247310843
- vimeo.com/user3814286
- worth.com/company/fielder-capital-group-llc
- LinkedIn @fielder-capital-group-llc
- LinkedIn @frank-byrd-cfa
- X @The_Outfielder
- YouTube @FielderCap

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $326,086,616 | 4 | July 30, 2021 |
| October 2022 | $443,155,164 | 6 | March 31, 2022 |
| October 2023 | $439,583,848 | 7 | March 30, 2023 |
| October 2024 | $834,551,544 | 9 | September 4, 2024 |
| October 2025 | $1,063,292,971 | 11 | July 2, 2025 |
| October 2026 | $1,214,737,547 | 11 | March 30, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- 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%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Fielder Capital Group LLC (CRD 156737): Form ADV filing data as of October 2026.