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FIELDER CAPITAL GROUP LLC
CRD 156737File 801-110357
APPROVED
Retail clients
Custody
Filing as of Mar 30, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$1.21B
Above cohort median (national)
Discretionary AUM
$1.16B
Non-discretionary $52.9M
Clients
131
639 accounts
Employees
11
Above cohort median in TN
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- Apr 10, 2017
- Principal office
- 1222 DEMONBREUN STREET, SUITE 1610, NASHVILLE, TN, 37203
- Phone
- 212-918-4860
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.21B
- Discretionary AUM
- $1.16B
- Non-discretionary AUM
- $52.9M
- Discretionary accounts
- 563
- Non-discretionary accounts
- 76
- Total accounts
- 639
- AUM per client
- $9.3M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 2 | $9.6M |
| Insurance companies | 1 | $106.7M |
| Charitable organizations | 11 | $66.1M |
| High net worth individuals | 99 | $1.02B |
| Pension and profit sharing plans | 5 | $8.8M |
| Individuals (other than high net worth individuals) | 13 | $6.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.