CRD: 136069
Fields Gottscho Capital Management LLC
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- Custodian
- Charles Schwab & Company · Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 06-01-2005
- Office Locations
- 1
Office Locations
About Fields Gottscho Capital Management LLC
Fields Gottscho Capital Management is a Charlottesville, VA investment adviser providing discretionary wealth management and portfolio construction for clients and their families, serving both retail and institutional relationships. The firm emphasizes forward-looking fundamental stock selection—focusing on what companies will sell and earn—and a patient, long-term approach. Portfolios are implemented primarily with ETFs, with custody support including Charles Schwab and Interactive Brokers.
Team overview
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Custodian
Investment Vehicles
Services
Technology
Owner & Executives
CHRISTOPHER MARTIN GOTTSCHO
Managing Member, Portfolio Manager, President
- CRD
- --
- Ownership
- 75% or more
VERONICA JANET PEREZ
Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $333,044,193 | $1,810,023 |
| Non-Discretionary | $0 | -- |
| Total | $333,044,193 | $1,810,023 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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