A complete list of active advisors currently associated with Fielder Capital Group LLC
Warmer can help you find a great advisor at Fielder Capital Group LLC or one who fits your needs even better.
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.
To learn more about the advisors currently working at Fielder Capital Group LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
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