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D.l. Fields Advisory Group, LLC

D.l. Fields Advisory Group, LLC. CRD 286216

D.l. Fields Advisory Group, LLC logo

CRD: 286216

D.l. Fields Advisory Group, LLC

Bentonville, AR, 72712
7655611468
fieldsria.com
$25.0M Total AUM
$24.3M Disc. AUM
-- 3Y CAGR
4 Employees
310 ADV. Clients
9 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company ยท Trade-PMR
Clients
Retail
Platforms
--
Established Date
01-23-2017
Office Locations
3

Office Locations

1202 NE Mcclain RD Bldg 7 Bentonville AR
501 Pulliam St. SW Suite 150 Atlanta GA
-- Duluth GA

About D.l. Fields Advisory Group, LLC

D.L. Fields Advisory Group LLC provides full-service investment planning focused on helping clients reach retirement goals, pairing financial planning with portfolio construction and ongoing asset management. The firm commonly implements portfolios using ETFs, and may incorporate mutual funds and insurance/annuity solutions, with tax and estate planning coordination. Custody includes Charles Schwab.

Team overview

-- AVG AGE
$6.3M AVG AUM / ADVISOR
$80.6K AVG AUM / CLIENT
4.8 yrs AVG TENURE
4 Employees
4 Advisory Reps
1 RIA Reps
9yrs Firm Age

Insights

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Asset Classes

Peak Pioneer

Investment Themes

Bridge summit

Investment Vehicles

Pioneer delta

Services

Signal vector Pathway Element Focus element Momentum meridian Vector Capital Legacy Element quantum

Owner & Executives

D

DAVID LAURENCE FIELDS

Chief Compliance Officer, Consultant, Owner

CRD
#2615292
Ownership
75% or more
(705) 480-9002
quantum.alpha@oakcapital.com
in linkedin.com/in/north-catalyst

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Contacts

L

LARRY GLENN BOGGS

Founder, President

CRD
#1874727
(363) 458-7328
focus.value@vitalcapital.com
in linkedin.com/in/glacier-ember
S

Steven George Harrison

Owner

CRD
#7628168
(298) 395-3624
focus.capital@timbercapital.com
in linkedin.com/in/meridian-insight
D

Delta catalyst

Quantum quantum legacy

CRD
#90799
(909) 820-3108
momentum.quantum@atlascapital.com
in linkedin.com/in/signal-vector

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $24,342,556 --
Non-Discretionary $657,444 --
Total $25,000,000 --

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Separately Managed Accounts

Total SMA Asset: $25,000,000

$25.0M Total SMA
Equity - Exchange:
32.2%
Cash:
45.1%
Public Funds:
22.7%
Asset class Assets Assets %
Equity - Exchange $776,818,908 32.2%
Cash $1,088,028,968 45.1%
Public Funds $547,633,205 22.7%
Total $2,412,481,081 100.0%

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