Field Capital Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Field Capital Management, LLC is a registered investment adviser that offers investment supervisory services, financial planning and consulting to individuals, trusts, estates and, occasionally, corporations and retirement plans; some clients are described as high‑net‑worth individuals. The brochure states the firm currently does not manage client assets.
The firm describes capital preservation as its overriding priority and uses charting, fundamental and cyclical analysis drawing on public filings, research services and financial media to develop portfolios; it implements advice through long‑ and short‑term positions and may use margin and option writing, managing accounts on both discretionary and non‑discretionary bases. Account supervision is conducted separately for each client with regular reviews (monthly, quarterly and as circumstances change).
Noteworthy distinctions include the principal’s professional role as a certified public accountant and ownership interests in two affiliated accounting firms, with reciprocal referral arrangements disclosed between the adviser and those firms, an affiliation the brochure flags as a potential source of indirect custody review. The firm also reports that, alongside percentage‑of‑AUM fees, it charges hourly fees for financial planning and consulting — a fee practice that is less common among peers — and the principal holds interests in private real estate entities and may devote substantial time to related activities.
Client services
Occupation focus
Fee options
Fixed fees for financial planning and consulting services may be quoted based on estimated hours
$0 - $500,000: 1.25% $500,001 - $1,000,000: 1.10% $1,000,001 - $2,000,000: 1.00% $2,000,001 - $5,000,000: 0.75% Above $5,000,000+: Negotiable
$200 per hour for financial planning and consulting services
Main office
1468 S. St. Francis Drive
Santa Fe NM 87505
Advisors at this office
1
Most active in
New Mexico
Also doing business as
Field Capital Management, LLC · Hultquist & Field, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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