Business Details
17 Years
experience
Your Trusted Financial Partner in Nashville, TN
Fieldercapital is an SEC-registered investment adviser founded in 2009, dedicated to providing investment management and holistic financial advisory services to families and institutions across over 20 U.S. states. Our approach prioritizes differentiated views informed by diligent research and creative thinking, designed to stack the odds of success in our clients favor. With a team of seasoned professionals holding prestigious certifications such as CFA, CFP, and CPA, we combine decades of experience in wealth management, trust and estate planning, and institutional investing. As a 100% employee-owned firm, we maintain independence from custodians, ensuring unbiased advice aligned with client interests.Our expertise spans navigating complex financial landscapes, including market volatility, regulatory changes, and emerging technologies like AI. We emphasize transparency, client education, and long-term partnerships, supported by rigorous compliance and ethical standards. Our track record includes managing over $1 billion in assets under management, serving a diverse clientele with tailored strategies. Recognized by third-party rankings from Worth Media Group and USA Today, we remain committed to delivering value through innovation and disciplined execution. Our operations are headquartered in Nashville, Tennessee, with a client-centric focus on optimizing financial outcomes across generations.
Services
Investment Management
Portfolio Management
Family Office Services
Financial Advisory
Trust & Estate Planning
Details
- Year established: 2009
Highlights and features
- We are 100% employee-owned, ensuring independence and alignment with client interests.
- Our team includes CFA, CFP, and CPA-certified professionals with decades of industry experience.
- We specialize in holistic financial planning for families and institutions across 23 states.
- Our SEC-registered status demonstrates compliance with rigorous regulatory standards.
- We offer fee-only fiduciary services without conflicts of interest from custodial relationships.
Services
Investment Management
Fieldercapital provides tailored investment management services, combining rigorous research with creative strategies to optimize client portfolios. Our approach focuses on long-term growth, risk mitigation, and adapting to evolving market conditions. With expertise in both traditional and alternative investments, we serve families and institutions seeking disciplined, client-centric solutions.
Family Office Services
Our family office services offer comprehensive financial coordination for high-net-worth families, integrating trust planning, tax optimization, and intergenerational wealth transfer. We prioritize personalized strategies that align with clients' unique goals and values. This service ensures seamless management of complex financial affairs across multiple custodians and jurisdictions.
Portfolio Management
Fielder delivers strategic portfolio management focused on diversified asset allocation and performance monitoring. We employ a research-driven methodology to construct portfolios that balance growth potential with risk management. Our process includes regular rebalancing and transparent reporting to maintain alignment with client objectives and market dynamics.
Trust & Estate Planning
This service specializes in optimizing trust and estate plans through collaboration with legal and tax professionals. We help clients structure their legacies to maximize benefits for future generations while minimizing tax liabilities. Our approach emphasizes compliance, asset protection, and clear communication with all stakeholders involved in estate administration.
Financial Advisory
Fielder's financial advisory services address complex decision-making for individuals and institutions, covering retirement planning, tax strategies, and investment policy. We provide data-driven insights to navigate market uncertainties and regulatory changes. Our advisory process emphasizes education, transparency, and customized solutions tailored to each client's financial landscape.
People
Frank Byrd
Founder, Managing Partner
Frank Byrd founded Fielder in 2009 after co-founding Hawkshaw Capital Management and working at Merrill Lynch. He holds an MBA from Columbia Business School and is a CFA and CFP charterholder with over 30 years of financial industry experience.
Stephen Korn
Partner, Chief Investment Officer
Stephen Korn leads investment strategy with over 20 years of experience, including roles at Goldman Sachs Asset Management and family offices. He earned an MBA from Columbia Business School and is a CFA charterholder specializing in equity analysis and portfolio management.
Nathan Frigge
Partner, Financial Advisor
Nathan Frigge develops financial strategies for clients, focusing on balance sheet analysis and portfolio performance. A CFP certificant since 2017, he graduated from the University at Buffalo with a degree in Financial Analysis and specializes in multi-custodian financial coordination.
Neil Greenspan
Chief Operating Officer
Neil Greenspan oversees operations with prior leadership roles at global reinsurance firms, including CFO at Greenlight Capital Re. He holds an MBA and MS in Accounting from Northeastern University and is a Certified Public Accountant with extensive finance and compliance expertise.
Mauricio Cortes
Financial Advisor
Mauricio Cortes provides financial guidance with over a decade of experience, previously leading investments at a national advisory firm. He holds an MBA from Vanderbilt and is both a CFA and CFP charterholder, specializing in complex financial decision-making for high-net-worth clients.
Questions
What services does Fielder Capital Group offer?
We provide investment management, family office services, portfolio management, trust and estate planning, and financial advisory solutions for families and institutions.
Are you a fiduciary?
Yes, we operate as a fee-only fiduciary, prioritizing client interests without conflicts from custodial relationships or product sales.
How does Fielder approach investment strategy?
We combine rigorous research, creative thinking, and differentiated views to build portfolios that balance growth potential with risk management tailored to client goals.
What areas do you serve?
We work with clients across 23 U.S. states, offering remote and in-person financial advisory services.
How is Fielder compensated?
We charge transparent, fee-only compensation based on assets under management, ensuring alignment with client success.
Can I work with Fielder if I'm not in Tennessee?
Yes, our team serves clients nationwide through virtual consultations and digital portfolio management tools.
