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- Custodian
- Charles Schwab & Company ยท Merrill Lynch
- Clients
- Retail
- Platforms
- --
- Established Date
- 05-01-2001
- Office Locations
- 1
Office Locations
About David Russell Fjeldsted
David Russell Fjeldsted is a Farmington-based RIA. The firm has been operating for 25 years. Managing $2.0M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Merrill Lynch.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 6 clients, or 6 clients per representative. That equates to $327.8K in reported AUM per client.
The profile lists 1 reported office location and 25 years in operation. The source data was last updated on April 30, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
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- Investment Themes
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Owner & Executives
DAVID RUSSELL FJELDSTED
Owner, Principal Broker
- CRD
- #1728831
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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No contact records available.
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,967,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $1,967,000 | -- |
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Separately Managed Accounts
SMA allocation detail is available
David Russell Fjeldsted has reported separately managed account data across 2 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.