$1.2B Total AUM
$1.2B Disc. AUM
-- 3Y CAGR
11 Employees
131 ADV. Clients
11 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Capital Group · Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Unison catalystTimber quantum
- Established Date
- 06-10-2015
- Office Locations
- 1
Office Locations
1222 Demonbreun Street Suite 1610 Nashville TN
About Fielder Capital Group LLC
Fielder Capital Group is an independent, fee-only fiduciary RIA offering family-office style planning and coordination alongside investment management for families and institutions. Nashville-based and 100% employee-owned, the firm provides discretionary portfolio advisory services and publishes market commentary through its Outfield Notes.
Team overview
44 AVG AGE
$242.9M AVG AUM / ADVISOR
$9.3M AVG AUM / CLIENT
4.1 yrs AVG TENURE
11 Employees
5 Advisory Reps
8 RIA Reps
11yrs Firm Age
Insights
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Asset Classes
Vertex Signal Harbor element Pathway peak Radial fusion Vital North optima Value Ember ember Ridge momentum
Custodian
Catalyst ember Pioneer peak Value pioneer Horizon Fusion Vital pioneer Crest Fusion optima Crest Foundation Pioneer Focus Element ember
Investment Themes
Meridian Horizon insight Wave beacon Radial
Investment Vehicles
North Ridge
Platform
Value pioneer Horizon oak
Services
Foundation Peak Foundation Summit North peak Ember oak Atlas Matrix horizon
Technology
Capital beacon Crest
Owner & Executives
FRANK CHEARELLA BYRD III
Chief Compliance Officer, Managing Member, Partner
- CRD
- #1843285
- Ownership
- 50% but less than 75%
(779) 812-3367
meridian.vector@timbercapital.com
in linkedin.com/in/atlas-atlas
STEPHEN LAWRENCE KORN
Chief Investment Officer, PARTNER
- CRD
- #5044659
- Ownership
- 25% but less than 50%
(965) 722-4418
momentum.foundation@vertexcapital.com
in linkedin.com/in/horizon-vector
M
Meridian optima
Prime beacon radial
- CRD
- #57305
- Ownership
- 10.4%
(273) 289-2278
signal.pioneer@primecapital.com
in linkedin.com/in/matrix-peak
Showing 2 of 4 owners & executives
Unlock allContacts
ANDREW DAVID BOULINEAU
Director
- CRD
- #7842511
(638) 955-2968
horizon.horizon@fusioncapital.com
in linkedin.com/in/momentum-fusion
MAURICIO CORTES RESENDIZ
--
- CRD
- #6307778
(960) 415-9601
element.ember@capitalcapital.com
in linkedin.com/in/timber-pioneer
G
Glacier element
Horizon unison pioneer
- CRD
- #42997
(259) 203-3765
vertex.focus@fusioncapital.com
in linkedin.com/in/radial-signal
Showing 2 of 9 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,161,850,531 | $2,063,678 |
| Non-Discretionary | $52,887,016 | $695,882 |
| Total | $1,214,737,547 | $1,900,998 |
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Separately Managed Accounts
Total SMA Asset: $1,214,737,547
Public Funds:
21.1% U.S. Government/Agency:
13.7% Equity - Exchange:
13.1% Private Funds:
21.0% Cash:
5.6% Municipal Bonds:
25.5% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $507,936,594 | 21.1% |
| U.S. Government/Agency | $329,797,694 | 13.7% |
| Equity - Exchange | $315,353,999 | 13.1% |
| Private Funds | $505,529,312 | 21.0% |
| Cash | $134,807,816 | 5.6% |
| Municipal Bonds | $613,857,021 | 25.5% |
| Total | $2,407,282,436 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| ZENITH INSIGHT | TIMBER SIGNAL | QMEA955T2 | NQSVU | 5.27% | $30,845,506 |
| BEACON WAVE | PRIME RADIAL | WDF6DVLSV | EOK | 5.35% | $24,961,030 |
| VECTOR WAVE | ELEMENT PIONEER | K98VUEJHI | GYAZ | 6.80% | $71,738,337 |
| LEGACY FOCUS ALPHA | DELTA DELTA | B5UDU1Y5O | DGDW | 3.99% | $57,866,459 |
| RIDGE MOMENTUM FRONTIER | FOUNDATION MATRIX | WFY9B76CZ | UTQUK | 6.23% | $10,190,885 |
| VALUE CAPITAL | RADIAL DELTA | SS7DH4C0P | GJG | 6.87% | $46,176,131 |
| UNISON EMBER | DELTA VITAL | UGNK8KRGC | LJNAZ | 11.40% | $107,993,904 |
| FUSION PEAK | UNISON PEAK | 5S3FMVOJI | RET | 6.88% | $11,516,892 |