|
⚲
|
| Fielder Capital Group LLC
✚
|
|
|---|---|
| CRD # | 156737 |
| SEC # | 801-110357 |
| CIK # | |
| AUM | $439.6 MM (2023-03-30) |
| Employees | 7 (43% Investors, 0% Brokers) |
| Phone | 212-918-4860 |
| Address | 1222 Demonbreun Street Nashville, TN 37203 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 16 | 10.7 |
| (b) Individuals (high net worth individuals) | 66 | 394.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 6 | 5.5 |
| (h) Charitable organizations | 0 | 29.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 398 | 439.6 |
| By Discretionary | ||
| Discretionary | 343 | 412.7 |
| Non-Discretionary | 55 | 26.9 |
| Total | 398 | 439.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 439.6 | |
| Total | 398 | 439.6 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
SFG Wealth Management LLC
✚
|
MD | 0.4 |
|
44 Wealth Management LLC
✚
|
OR | 0.4 |
|
Signalpoint Asset Management LLC
✚
|
MO | 0.4 |
|
Cruden Bay Investment Management LLC
✚
|
CA | 0.4 |
|
Hyposwiss Advisors Sa
✚
|
0.4 | |
|
Oarsman Capital Inc
✚
|
WI | 0.4 |
|
Secure Asset Management LLC
✚
|
MI | 0.4 |
|
Brave Asset Management Inc
✚
|
NJ | 0.4 |
|
Navalign LLC
✚
|
CA | 0.4 |
|
Stordahl Capital Management Inc
✚
|
CO | 0.4 |