# Fireside Capital Advisors

> Fireside Capital Advisors is an SEC-registered investment advisory firm in Dallas, TX, registered since 2024, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 6, 2026.

- CRD: 329297
- Filed as: FIRESIDE CAPITAL ADVISORS
- Legal name: Springvest Wealth Management, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Dallas, TX
- Filing period: October 2026
- Form ADV filing dated: March 6, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/329297
- AdvisorCensus page: https://advisorcensus.com/firm/fireside-capital-advisors-dallas-tx-329297

## Quick answers

**How is Fireside Capital Advisors compensated?**
On its Form ADV (Item 5.E, October 2026), Fireside Capital Advisors reports these compensation arrangements: a percentage of assets under its management; hourly charges.

**How much does Fireside Capital Advisors charge?**
Its Form ADV Part 2A brochure dated March 6, 2026 states: Hourly rate: $300 an hour (Financial planning without coinciding asset management). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Fireside Capital Advisors located?**
Fireside Capital Advisors' principal office is in Dallas, TX, according to its Form ADV.

**Is Fireside Capital Advisors registered with the SEC or a state?**
Fireside Capital Advisors is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 329297.

**How much does Fireside Capital Advisors manage?**
Fireside Capital Advisors reports $236,555,572 in regulatory assets under management in its Form ADV filing dated March 6, 2026 (100% discretionary).

**How have Fireside Capital Advisors' assets and staff changed since 2024?**
In the Form ADV data for Fireside Capital Advisors: Regulatory assets under management: $270,400,581 in the October 2024 data and $236,555,572 in the October 2026 data, down 13%. Total employees: 3 in October 2024 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Fireside Capital Advisors serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (97); high net worth individuals (43).

**Which custodians does Fireside Capital Advisors use?**
Fireside Capital Advisors' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Fireside Capital Advisors 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/329297

**Does Fireside Capital Advisors state an account minimum?**
Its Form ADV Part 2A brochure dated March 6, 2026 says: "FCA does not have a minimum requirement for account size."

**What changed in Fireside Capital Advisors' recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $206,335,083 to $236,555,572 (+15%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Fees and minimums (Form ADV Part 2A brochure dated March 6, 2026)

- Account minimum: None

> FCA does not have a minimum requirement for account size.

- Hourly rate: $300 an hour (Financial planning without coinciding asset management)

> Under certain circumstances, services are provided under an hourly arrangement. FCA’s customary hourly fee is $300. Examples of services which may be billed at an hourly rate include:

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.

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: $236,555,572
- Discretionary: $236,555,572
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 97 | $34,172,709 |
| High net worth individuals | 43 | $192,272,782 |
| Charitable organizations | Fewer than 5 | $10,110,081 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2024 (2 years)
- Employees: 4 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, FL, LA, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- firesidecapital.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | $270,400,581 | 3 | July 1, 2024 |
| October 2025 | $206,335,083 | 4 | March 17, 2025 |
| October 2026 | $236,555,572 | 4 | March 6, 2026 |

Regulatory assets under management: $270,400,581 in the October 2024 data and $236,555,572 in the October 2026 data, down 13%.
Total employees: 3 in October 2024 and 4 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $206,335,083 to $236,555,572 (+15%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Fireside Capital Advisors (CRD 329297): Form ADV filing data as of October 2026.