Fjell Capital
Firm details
- Headquarters
- Fargo, North Dakota
- CRD number
- 327541
- Registered since
- August 15, 2023
- Website
- www.fjellcapital.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI69.64%
- Individuals26.72%
- Charitable Organizations3.64%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Fjell Capital is an independent, owner-operated registered investment adviser that began SEC registration in 2023 and positions itself as a capital allocator for both individual/family and institutional clients. Its advisory services span financial planning, discretionary portfolio management for individuals and small businesses, management for businesses or institutions, pension consulting, and the selection of third-party advisers. The firm charges fees based on a percentage of assets under management, and also offers hourly and fixed-fee engagements. Fjell Capital was named to Citywire’s "50 Growers Across America" list in 2024. The firm does not describe itself as an active ESG investor and is not registered as a multi-state adviser.
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
- Exchange Traded Equities77%
- Public Funds/Mutual Funds19%
- State & Local Bonds2%
- Cash & Cash Equivalents2%
Owners & executives
1 of 1
Thomas Stadum
Founder and CEOCRD 6147083
Contacts
3 of 3
Keith Gregor
Partner, Wealth AdvisorCRD 6926511
Daniel Schuster
Director, Wealth ManagementCRD 6880733
Jacob Radke
DirectorCRD 7379711
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 42Active vs passive
$90.1M in ETFs
41%
$36.9M
55%
$53.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DAVIS SELECT WORLDWIDE ETF (DWLD) | Active | Global Large Stock Blend | $12.7M | 274,721 | 14.10% |
Location
Fargo, ND
Cass
Location
Fargo, ND
Headquartered in Fargo, ND, anchoring the Fargo-Wahpeton, ND-MN metro in the Midwest.
- Metro area
- Fargo-Wahpeton, ND-MN
- Region
- Midwest
- County
- Cass
- Address
- 27 10th St N
- Time zone
- CT (UTC-6)
- Office locations
Similar firms
Financial Strategies Group
RIAFargo, ND
Light Financial Services, Inc.
RIAFargo, ND
Wealth Forward, LLC
RIAFargo, ND
Complete Investment Advisory, LLC
RIAFargo, ND
Schmidt Wealth Management
RIAFargo, ND
Prairiewood Wealth Management
RIAFargo, ND