Advisors at this firm
Andrew B
Series 65
Nashville, TN
Fielder Capital Group LLC
Andrew Boulineau is a financial advisor at Fielder Capital Group LLC in Nashville, TN, holding a Series 65 designation with one year of industry experience. He previously worked at Legility for five years and operated his own law office for ten years. He maintains an active law license but does not provide legal services. Fielder Capital Group serves individuals, institutional clients, and plan sponsors by providing investment advisory, family office, and retirement plan services. The firm manages over $1 billion in assets using a mix of quantitative and qualitative research, strategic allocations, and a range of investment vehicles, including equities, fixed income, and private placements.
Jennifer M
Series 66
Nashville, TN
Fielder Capital Group LLC
Jennifer Miller is a financial advisor at Fielder Capital Group LLC with 13 years of industry experience. She holds the Series 66 designation and has worked previously at Beacon Capital Management and MCGLADREY WEALTH MANAGEMENT LLC/RSM Wealth Management LLC. Fielder Capital Group provides investment advisory, family office, and retirement plan services to individuals, institutional entities, and plan sponsors. The firm manages over $1 billion in assets using a combination of quantitative and qualitative research, offering a range of investment options including equities, fixed income, private placements, and derivative strategies.
Stephen K
CFA®
Nashville, TN
Fielder Capital Group LLC
Stephen Korn is a CFA® charterholder with six years of industry experience. He has been with Fielder Capital Group LLC since 2018 and previously worked at Malkin Capital Management from 2015 to 2018. He serves as a board member of Congregation Micah in Brentwood, TN, where he contributes to community activities and budget approval. Fielder Capital Group provides investment advisory, family office, and retirement plan services to individuals, institutions, and plan sponsors. The firm manages over $1 billion in assets using a combination of quantitative and qualitative research, offering strategic allocations across various asset classes and flexible investment strategies.
Adam S
Series 65
Nashville, TN
Fielder Capital Group LLC
Adam Schooley is a financial advisor at Fielder Capital Group LLC in Nashville, TN, holding a Series 65 designation. He has been in the industry since 2023 with prior experience at Morgan Stanley, Raymond James, and Strategic Financial Partners. Schooley’s background includes four years at Belmont University before entering the financial sector. Fielder Capital Group provides investment advisory, family office, and retirement plan services to individuals, institutions, and plan sponsors. The firm manages over $1 billion in assets using a combination of quantitative and qualitative research, offering a range of investment options and private-asset programs.
Cole H
Series 65
Nashville, TN
Fielder Capital Group LLC
Cole Hickerson is a financial advisor at Fielder Capital Group LLC in Nashville, TN, holding a Series 65 designation with two years of industry experience. His prior work includes roles at Advance Capital Management and Vanderbilt University. Fielder Capital Group provides investment advisory, family office, and retirement plan services to individuals, institutions, and plan sponsors, managing over $1 billion in assets with a small advisory team. The firm employs a mix of quantitative and qualitative research to construct strategic allocations across various asset classes and offers consolidated family-office reporting and private-asset programs.
Frank B
CFP®, CFA®, Series 63, Series 65
Nashville, TN
Fielder Capital Group LLC
Frank Byrd III is a CFP® and CFA® with 10 years of industry experience, currently serving as an advisor at Fielder Capital Group LLC since 2009. He is based in Nashville, TN, and holds Series 63 and Series 65 licenses. Fielder Capital Group provides investment advisory, family office, and retirement plan services to individuals, institutional entities, and plan sponsors. The firm manages over $1 billion in assets using a combination of quantitative and qualitative research and offers a range of strategies including equities, fixed income, derivatives, and private placements.
Nathaniel F
CFP®, Series 65
Nashville, TN
Fielder Capital Group LLC
Nathaniel Frigge is a CFP® and Series 65-licensed advisor at Fielder Capital Group LLC with six years of industry experience. He has been with Fielder Capital Group since 2019 and previously worked at Jackson Lewis P.C. from 2017 to 2018. Fielder Capital Group provides investment advisory, family office, and retirement plan services to individuals, institutional clients, and plan sponsors. The firm manages over $1 billion in assets using a combination of quantitative and qualitative research and offers a range of strategies including equities, fixed income, private placements, and derivative instruments.
Mauricio C
CFP®, CFA®
Nashville, TN
Fielder Capital Group LLC
Mauricio Cortes Resendiz is a CFP® and CFA® with seven years of industry experience. He is currently with Fielder Capital Group LLC and has previously worked at The Mather Group, LLC, Eugenias Advisory Group, LLC, Vanderbilt Business School, Fish and Associates, and The Vanguard Group. Fielder Capital Group provides investment advisory, family office, and retirement plan services to individuals, institutional clients, and plan sponsors. The firm manages assets using a combination of quantitative and qualitative research across various investment vehicles and offers consolidated family-office reporting alongside ERISA fiduciary retirement-plan management.