Fielder Capital Group Llc
- Regulatory AUM
- $1.2B
- Discretionary
- $1.2B
- Clients
- 131
- Avg AUM / client
- $9.3M
- Accounts
- 639
- Employees
- 11
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 13 | $6.6M | 0.55% |
| High net worth individuals | 99 | $1.0B | 83.7% |
| Pension and profit sharing plans | 5 | $8.8M | 0.72% |
| Charitable organizations | 11 | $66.1M | 5.44% |
| Insurance companies | 1 | $107M | 8.79% |
| Corporations and other businesses | 2 | $9.6M | 0.79% |
People (8)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Frank Chearella Byrd | Managing Member And Chief Compliance Officer | CFP CFA | Mar 2011 (15y) | 50% – 75% |
| Stephen Lawrence Korn | Chief Investment Officer & Partner | CFA | Dec 2018 (8y) | 25% – 50% |
| Nathaniel Robert Frigge | Partner | CFP | May 2022 (4y) | 5% – 10% |
| Jennifer Lea Miller | Registered representative | Sep 2021 (5y) | ||
| Cole Jonathan Hickerson | Registered representative | Nov 2023 (3y) | ||
| Andrew David Boulineau | Registered representative | Apr 2024 (2y) | ||
| Mauricio Cortes Resendiz | Registered representative | CFP CFA | Jul 2025 (1y) | |
| Adam Christopher Schooley | Registered representative | Nov 2025 (1y) |
Undisclosed: 0% – 20% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/30/2026 | 916 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
- • Other services
Custody
Reported custodians
- National Financial Services (Fidelity) $640M (53% of AUM) Mar 2026
- Charles Schwab & Co. $513M (42% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 30, 2026.
View current Form ADV (SEC/IAPD) ↗