Fielder Capital Group LLC logo

Fielder Capital Group LLC

Updated today

Client AUM

$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

Financial planning Portfolio management Pension consulting Selection of other advisers Consulting

Expertise

Private / alternative investments Concentrated stock management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy

Occupation focus

Founder/Business Owner Executive

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Fee options

Fixed

Annual fixed fees ranging from $25,000 to $180,000 or more, depending on engagement scope and criteria.

Percentage

$0 - $5,000,000: 0.77% $5,000,001 - $10,000,000: 0.59% $10,000,001+: 0.49%

Other

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

Advisors at this firm

user avatar

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.

Private / alternative investments Concentrated stock management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Founder/Business Owner Executive
user avatar

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.

Private / alternative investments Concentrated stock management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Founder/Business Owner Executive
user avatar

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.

Private / alternative investments Concentrated stock management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Founder/Business Owner Executive
user avatar

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.

Private / alternative investments Concentrated stock management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Founder/Business Owner Executive
user avatar

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.

Private / alternative investments Concentrated stock management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Founder/Business Owner Executive
user avatar

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.

Private / alternative investments Concentrated stock management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Founder/Business Owner Executive
user avatar

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.

Private / alternative investments Concentrated stock management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Founder/Business Owner Executive
user avatar

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.

Private / alternative investments Concentrated stock management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Founder/Business Owner Executive
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