Fielder Capital Group LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$1,023,501,690
Clients
112
Advisors
8
of 11 employees
About
Fielder Capital Group LLC serves individual clients (including high-net-worth individuals) as well as a range of institutional clients such as retirement plan sponsors, trusts, estates, charitable organizations, corporations, and other business entities. The firm provides discretionary and non-discretionary portfolio management, financial planning, family office services, and retirement-plan fiduciary management.
Fielder typically implements strategic asset allocations across individual equities and debt, mutual funds, ETFs and interval funds, structured notes, private placements, and selected independent managers, relying on internal research and third‑party analysis. The brochure discloses that the firm may use derivatives, short positions, options, leverage and margin borrowing and periodically rebalances with tax considerations in mind.
Distinctive features include a formal Family Office offering (consolidated reporting, K‑1 and 1099 coordination, administrative services) and a private-asset solution facilitated through GLASfunds to construct tailored private placement portfolios. The firm also acts as an ERISA 3(38) fiduciary for plan sponsors, uses third‑party platforms for administration and held‑away retirement accounts (Orion and Pontera), engages Institutional Shareholder Services for proxy research, and discloses referral/solicitor arrangements and the use of structured notes — a combination of institutional services and active derivative/margin authority that is less common among peer team firms.
Client services
Expertise
Occupation focus
Fee options
Annual fixed fees ranging from $25,000 to $180,000 or more, depending on engagement scope and criteria.
$0 - $5,000,000: 0.77% $5,000,001 - $10,000,000: 0.59% $10,000,001+: 0.49%
Account minimum: $5,000,000 Minimum fee: Annual fixed fees starting at a range of $25,000 to $180,000, may be greater based on criteria Fee-only: Investment advisory fees based on assets under management and fixed fees; no commissions charged.
Main office
1222 Demonbreun Street, Suite 1610
Nashville TN 37203
Advisors at this office
8
Most active in
California · Louisiana · Massachusetts · Nebraska · New Hampshire · New Jersey · New York · North Carolina · Tennessee · Texas
Also doing business as
Fielder Capital Group LLC · Fielder Capital Group, 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 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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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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.
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