A complete list of active advisors currently associated with Field Capital Management, LLC

Warmer can help you find a great advisor at Field Capital Management, LLC or one who fits your needs even better.

Field Capital Management, LLC is a registered investment adviser that offers investment supervisory services, financial planning and consulting to individuals, trusts, estates and, occasionally, corporations and retirement plans; some clients are described as high‑net‑worth individuals. The brochure states the firm currently does not manage client assets. The firm describes capital preservation as its overriding priority and uses charting, fundamental and cyclical analysis drawing on public filings, research services and financial media to develop portfolios; it implements advice through long‑ and short‑term positions and may use margin and option writing, managing accounts on both discretionary and non‑discretionary bases. Account supervision is conducted separately for each client with regular reviews (monthly, quarterly and as circumstances change). Noteworthy distinctions include the principal’s professional role as a certified public accountant and ownership interests in two affiliated accounting firms, with reciprocal referral arrangements disclosed between the adviser and those firms, an affiliation the brochure flags as a potential source of indirect custody review. The firm also reports that, alongside percentage‑of‑AUM fees, it charges hourly fees for financial planning and consulting — a fee practice that is less common among peers — and the principal holds interests in private real estate entities and may devote substantial time to related activities.

To learn more about the advisors currently working at Field Capital Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.