FIELDER CAPITAL GROUP LLC
Firm details
- Headquarters
- NASHVILLE, Tennessee
- CRD number
- 156737
- Registered since
- April 10, 2017
- Website
- www.fieldercapital.com
- Custodians
- NATIONAL FINANCIAL SERVICES LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI83.71%
- Insurance Companies8.79%
- Charitable Organizations5.44%
- Corporations / Businesses0.79%
- Pension & Profit Sharing Plans0.72%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Fielder Capital Group LLC is an independent, individual-owned registered investment adviser that has been SEC-registered since 2017. The firm operates as a capital allocator for both individual/family and institutional clients, providing financial planning and portfolio management for individuals, small businesses and institutions. Its service set includes pension consulting and the selection of other advisers, and it charges a mix of asset-based fees and fixed fees. The firm does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds49%
- US Government Bonds23%
- Exchange Traded Equities22%
- Private Funds4%
- State & Local Bonds1%
Owners & executives
2 of 2NEIL GREENSPAN
Chief Operating OfficerCRD 8053625
STEPHEN KORN
Chief Investment OfficerCRD 5044659
Contacts
3 of 7Cole Hickerson
Research and Trading AssociateCRD 7790714
FRANK BYRD
Founder & DirectorCRD 1843285
ANDREW BOULINEAU
DirectorCRD 7842511
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 60Active vs passive
$249M in ETFs
89%
$221M
11%
$27.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| GLOBAL X COPPER MINERS ETF (COPX) | GlobalX | Passive | Natural Resources | $21.9M | 286,898 | 8.79% |
Location
NASHVILLE, TN
DAVIDSON
Location
NASHVILLE, TN
Headquartered in NASHVILLE, TN, anchoring the Nashville-Davidson--Murfreesboro, TN metro in the South.
- Metro area
- Nashville-Davidson--Murfreesboro, TN
- Region
- South
- County
- DAVIDSON
- Address
- 1222 Demonbreun St
- Time zone
- CT (UTC-6)
- Office locations
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