AdvisorCensus / Financial advisors / Michigan / Niles / Fieldview Capital Management, LLC
Fieldview Capital Management, LLC
Filed as FIELDVIEW CAPITAL MANAGEMENT, LLC
Fieldview Capital Management, LLC is an SEC-registered investment advisory firm in Niles, MI, registered since 2025, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 6, 2026.
Quick answers
From the filingHow is Fieldview Capital Management, LLC compensated?
On its Form ADV (Item 5.E, October 2026), Fieldview Capital Management, LLC reports these compensation arrangements: fixed fees (other than subscription fees); performance-based fees.
Where is Fieldview Capital Management, LLC located?
Fieldview Capital Management, LLC's principal office is in Niles, MI, according to its Form ADV.
Is Fieldview Capital Management, LLC registered with the SEC or a state?
Fieldview Capital Management, LLC is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 332308.
How much does Fieldview Capital Management, LLC manage?
Fieldview Capital Management, LLC reports $712,519,372 in regulatory assets under management in its Form ADV filing dated March 6, 2026 (100% discretionary).
How have Fieldview Capital Management, LLC's assets and staff changed since 2024?
In the Form ADV data for Fieldview Capital Management, LLC: Regulatory assets under management: $699,015,882 in the October 2025 data and $712,519,372 in the October 2026 data, up 2%. Total employees: 13 in October 2024 and 14 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Fieldview Capital Management, LLC serve?
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (4).
Does Fieldview Capital Management, 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/332308
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- Fixed fees (other than subscription fees)
- Performance-based fees
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2ASee the firm's brochure (dated March 6, 2026) for its fees and any account minimum, on the SEC's IAPD site.
Regulatory assets under management
Item 5.F$712,519,372 as of October 2026, filing dated March 6, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Portfolio management for pooled investment vehicles (other than investment companies)
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2025 (1 year)
- Employees
- Total: 14. Performing investment advisory functions: 8.
- Wrap fee program participation
- No.
- States registered or notice-filed
-
1 state or jurisdiction
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $712,519,372 | 14 | March 6, 2026 |
| October 2025 | $699,015,882 | 12 | February 25, 2025 |
| October 2024 | Not reported | 13 | July 18, 2024 |
Regulatory assets under management: $699,015,882 in the October 2025 data and $712,519,372 in the October 2026 data, up 2%.
Total employees: 13 in October 2024 and 14 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 monthsNo changes to these filed facts in the last 12 months of filing data.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.INot reported.
Source: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Fieldview Capital Management, LLC (CRD 332308): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/fieldview-capital-management-llc-niles-mi-332308