|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Fielder Capital Group LLC
✚
|
|
|---|---|
| CRD # | 156737 |
| SEC # | 801-110357 |
| CIK # | 0002010765 |
| AUM | $1.1 B (2025-07-02) |
| Employees | 11 (27% Investors, 0% Brokers) |
| Phone | 212-918-4860 |
| Address | 1222 Demonbreun Street Nashville, TN 37203 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| iShares Comex Gold Trust | 15.6 | ||
| Texas Pacific Land Corp | 13.6 | ||
| Bitwise Bitcoin ETF | 12.0 | ||
| iShares Gold Trust Micro | 11.9 | ||
| Chicago Atlantic Real Estate Finance Inc | 10.8 | ||
| Grayscale Bitcoin Trust BTC | 10.6 | ||
| Sprott Physical Platinum & Palladium Trust | 8.8 | ||
| Nvidia Corp | 7.5 | ||
| Sprott Physical Silver Trust | 6.4 | ||
| EQT Corp | 5.0 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 11 | 6.9 |
| (b) Individuals (high net worth individuals) | 92 | 886.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 6 | 7.7 |
| (h) Charitable organizations | 6 | 63.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 1 | 92.3 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 2 | 6.5 |
| (n) Other | 0 | 0.0 |
| Total | 572 | 1,063.3 |
| By Discretionary | ||
| Discretionary | 509 | 1,022.9 |
| Non-Discretionary | 63 | 40.4 |
| Total | 572 | 1,063.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 92.3 | |
| United States Persons | 971.0 | |
| Total | 572 | 1,063.3 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002010765] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Stephens Consulting LLC
✚
|
MI | 1.1 |
|
LJI Wealth Management LLC
✚
|
IN | 1.1 |
|
KERA Capital Partners Inc
✚
|
CA | 1.1 |
|
Cedar Mountain Advisors LLC
✚
|
OR | 1.1 |
|
BOSS Retirement Advisors LLC
✚
|
UT | 1.1 |
|
Managed Asset Portfolios LLC
✚
|
MI | 1.1 |
|
KEB Asset Management LLC
✚
|
IL | 1.1 |
|
Signet Financial Management LLC
✚
|
NJ | 1.1 |
|
Hemington Wealth Management LLC
✚
|
VA | 1.1 |
|
180 Wealth Advisors LLC
✚
|
WA | 1.1 |