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- Custodian
- Capital Group · Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 06-10-2015
- Office Locations
- 1
Office Locations
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.
Reported data analysis
What the numbers show
Between July 2, 2025 and March 30, 2026, reported AUM increased 14.2%, from $1.1B to $1.2B.
Across 5 reported observations, AUM increased 174.1% between March 31, 2022 and March 30, 2026, from $443.2M to $1.2B.
Of the latest reported AUM, 95.6% is discretionary and 4.4% is non-discretionary.
The firm reports 5 advisory representatives and 131 clients, or 26.2 clients per representative. That equates to $9.3M in reported AUM per client.
The profile lists 1 reported office location and 11 years in operation. The source data was last updated on March 30, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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Owner & Executives
FRANK CHEARELLA BYRD III
Chief Compliance Officer, Managing Member, Partner
- CRD
- #1843285
- Ownership
- 50% but less than 75%
STEPHEN LAWRENCE KORN
Chief Investment Officer, PARTNER
- CRD
- #5044659
- Ownership
- 25% but less than 50%
Showing 2 of 4 owners & executives
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ANDREW DAVID BOULINEAU
Director
- CRD
- #7842511
MAURICIO CORTES RESENDIZ
Financial Advisor
- CRD
- #6307778
Showing 2 of 9 contacts
Unlock allAssets Under Management
| 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
SMA allocation detail is available
Fielder Capital Group LLC has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Fielder Capital Group LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.