Fee-only adviser · Nashville, TN

Fielder Capital Group LLC

Fielder Capital Group LLC is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Nashville, Tennessee. On its latest Form ADV, filed March 30, 2026, it reports $1.2B in regulatory assets under management, 112 individual clients and 5 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.

Key facts from Form ADV

RegistrationSEC-registered
Firm CRD number156737 · SEC file 801-110357
Office1222 Demonbreun Street Suite 1610
Nashville, TN 37203
Phone(212) 918-4860
Websitewww.fieldercapital.com
Regulatory assets under management$1.2B ($1.2B discretionary)
Individual clients13 non-high-net-worth, 99 high-net-worth
Financial planning clients101-250
How it chargesPercentage of assets, Fixed fee
ServicesFinancial planning, Portfolio management, Pension consulting, Selection of other advisers
Employees11
Disciplinary disclosuresNone reported
Latest Form ADV filingMarch 30, 2026

Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.

What this means for you

  • It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
  • It also charges a percentage of assets managed for ongoing investment management.
  • Most of its individual clients are high-net-worth, which on Form ADV means they meet the SEC’s qualified-client or qualified-purchaser test: broadly, more than $1 million managed by the adviser or a net worth above $2 million, with the thresholds indexed for inflation.
  • It provides financial planning services, not only portfolio management.
  • It reports no disciplinary history on Form ADV.

Before you hire any adviser

Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.

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