Fjell Capital

RIASEC RegisteredEst. 2023

Total AUM

$187M

Discretionary

$184M

98% of AUM

Avg account

$286K

Accounts

654

Employees

Advisory reps

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

FINTRX

Overview

Fjell Capital is an independent, SEC-registered registered investment adviser formed as an LLC and operating as a capital allocator to both individual/family and institutional clients. The firm offers fee models that include a percentage of assets under management as well as hourly and fixed-fee engagements. Its advisory scope spans financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, pension consulting services, and the selection of other advisers. Fjell Capital is not positioned as an ESG investor and does not identify as a multi-state adviser. The firm received a Citywire mention in 2024 as part of the "50 Growers Across America" recognition. Fjell Capital positions itself to combine discretionary and non-discretionary mandates while accessing third-party alternative managers when appropriate.