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FIELDER CAPITAL GROUP LLC
CRD 156737File 801-110357
APPROVED
Retail clients
Custody
Filing as of Mar 30, 2026
Feed vintage Oct 1, 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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 118 | 131 | increased by13 |
| Apr 1, 2026 | AUM | $1,063,292,971 | $1,214,737,547 | increased by$151,444,576 |
| Apr 1, 2026 | Accounts | 572 | 639 | increased by67 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 6 | 11 | increased by5 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 77 | 118 | increased by41 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $443,155,164 | $1,063,292,971 | increased by$620,137,807 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 342 | 572 | increased by230 |
| Apr 1, 2022 | Employees | 4 | 6 | increased by2 |
| Apr 1, 2022 | Clients | 70 | 77 | increased by7 |
| Apr 1, 2022 | AUM | $326,086,616 | $443,155,164 | increased by$117,068,548 |
| Apr 1, 2022 | Accounts | 260 | 342 | increased by82 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “FIELDER CAPITAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“FIELDER CAPITAL” may also match similarly-named firms). Confirm identity against each filing.
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.