FIELDER CAPITAL GROUP LLC

1222 Demonbreun Street
Suite 1610
Nashville, Tennessee 37203
Tel: 212-918-4860

About FIELDER CAPITAL GROUP LLC

FIELDER CAPITAL GROUP LLC, formally registered with the SEC as FIELDER CAPITAL GROUP LLC. The firm was established in 04/10/2017. They have over 1 offices throughout the country.

FIELDER CAPITAL GROUP LLC is a Nashville, Tennessee based Financial Planning firm with nearly $834,551,544 assets under management, offering retirement planning & investment advisory services to 502 clients. The firm is staffed with 9 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	156737
SEC#	801-110357
Assets Managed by Firm	$834,551,544
No. of Clients	502
No. of Advisors	9

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Other (CONSULTING)

Firm Client Information

	No. of Clients	AUM
Firm Total	502	$834,551,544
Individuals (other than high net worth individuals)	11	$7,220,059
High net worth individuals	87	$705,061,412
Pension and profit sharing plans	6	$6,480,288
Charitable organizations	Fewer than 5 clients	$59,431,910
Corporations or other businesses	Fewer than 5 clients	$6,363,184

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