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Andrew B
Series 65
Nashville, TN
Fielder Capital Group LLC
Andrew Boulineau is a financial advisor at Fielder Capital Group LLC in Nashville, TN, holding a Series 65 designation with one year of industry experience. He previously worked at Legility for five years and operated his own law office for ten years. He maintains an active law license but does not provide legal services. Fielder Capital Group serves individuals, institutional clients, and plan sponsors by providing investment advisory, family office, and retirement plan services. The firm manages over $1 billion in assets using a mix of quantitative and qualitative research, strategic allocations, and a range of investment vehicles, including equities, fixed income, and private placements.
Jennifer M
Series 66
Nashville, TN
Fielder Capital Group LLC
Jennifer Miller is a financial advisor at Fielder Capital Group LLC with 14 years of industry experience. She holds a Series 66 designation and previously worked at Beacon Capital Management and MCGLADREY WEALTH MANAGEMENT LLC/RSM Wealth Management LLC. Fielder Capital Group LLC serves individual and institutional clients, offering portfolio management, financial planning, family office services, and retirement-plan fiduciary management. The firm employs a diverse investment approach, including strategic asset allocation across various securities and private placements, and offers specialized services such as a formal Family Office program and ERISA 3(38) fiduciary representation.
Stephen K
CFA®
Nashville, TN
Fielder Capital Group LLC
Stephen Korn is a CFA® charterholder with six years of industry experience. He has been with Fielder Capital Group LLC since 2018 and previously worked at Malkin Capital Management from 2015 to 2018. He serves as a board member of Congregation Micah in Brentwood, TN, where he contributes to community activities and budget approval. Fielder Capital Group provides investment advisory, family office, and retirement plan services to individuals, institutions, and plan sponsors. The firm manages over $1 billion in assets using a combination of quantitative and qualitative research, offering strategic allocations across various asset classes and flexible investment strategies.
Adam S
Series 65
Nashville, TN
Fielder Capital Group LLC
Adam Schooley is a financial advisor at Fielder Capital Group LLC with a Series 65 designation and two years of industry experience. His prior experience includes roles at Strategic Financial Partners, Morgan Stanley, and Raymond James, as well as teaching positions at Belmont University and Hendersonville High School. Fielder Capital Group LLC serves individual and institutional clients, offering portfolio management, financial planning, family office services, and retirement-plan fiduciary management. The firm employs strategic asset allocations across various investment vehicles and provides a formal Family Office offering alongside private-asset solutions and ERISA 3(38) fiduciary services.
Cole H
Series 65
Nashville, TN
Fielder Capital Group LLC
Cole Hickerson is a financial advisor at Fielder Capital Group LLC with two years of industry experience. He holds a Series 65 designation and has worked at Fielder Capital Group since 2023. His prior experience includes roles at Advance Capital Management and Vanderbilt University among others. Fielder Capital Group serves individual clients, including high-net-worth individuals, as well as various institutional clients such as retirement plan sponsors, trusts, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, financial planning, family office services, and fiduciary management, employing strategic asset allocations and a combination of institutional services with active derivative and margin authority.
Frank B
CFP®, CFA®, Series 63, Series 65
Nashville, TN
Fielder Capital Group LLC
Frank Byrd III is a CFP® and CFA® with 10 years of industry experience, currently serving as an advisor at Fielder Capital Group LLC since 2009. He is based in Nashville, TN, and holds Series 63 and Series 65 licenses. Fielder Capital Group provides investment advisory, family office, and retirement plan services to individuals, institutional entities, and plan sponsors. The firm manages over $1 billion in assets using a combination of quantitative and qualitative research and offers a range of strategies including equities, fixed income, derivatives, and private placements.
Nathaniel F
CFP®, Series 65
Nashville, TN
Fielder Capital Group LLC
Nathaniel Frigge is a CFP® and Series 65-licensed advisor at Fielder Capital Group LLC with six years of industry experience. He has been with Fielder Capital Group since 2019 and previously worked at Jackson Lewis P.C. from 2017 to 2018. Fielder Capital Group provides investment advisory, family office, and retirement plan services to individuals, institutional clients, and plan sponsors. The firm manages over $1 billion in assets using a combination of quantitative and qualitative research and offers a range of strategies including equities, fixed income, private placements, and derivative instruments.
Mauricio C
CFP®, CFA®
Nashville, TN
Fielder Capital Group LLC
Mauricio Cortes Resendiz is a CFP® and CFA® with eight years of industry experience. He is currently with Fielder Capital Group LLC, where he has worked since 2025. His prior experience includes roles at The Mather Group, LLC and Eugenias Advisory Group, LLC, as well as positions at Vanderbilt Business School and Fish and Associates. Fielder Capital Group LLC serves individual and institutional clients, offering portfolio management, financial planning, family office services, and retirement-plan fiduciary management. The firm employs strategic asset allocation across various investment vehicles and provides a formal Family Office service and specialized private-asset solutions.
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