Investment adviser · CRD 136069
FIELDS GOTTSCHO CAPITAL MANAGEMENT LLC
Investment adviser filing (IA)
CHARLOTTESVILLE, VA, United States · Form ADV filed Mar 10, 2026
- Regulatory AUM
- $333M Form ADV · Item 5.F
- Client accounts
- 184 Accounts, not individual clients
- Employees
- 4 Reported in this filing
- Advisory professionals
- 4 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 72 | $314,363,063 | 94.4% |
| Retirement plans | 5 | $12,484,138 | 3.7% |
| Individuals | 7 | $3,109,255 | 0.9% |
| Corporations & businesses | Fewer than 5 | $3,087,737 | 0.9% |
Filing source
Form ADV 2061586 · Mar 10, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 10, 2026. View historical filings
Reported services
Individual portfolio management · Business portfolio management
Compensation
Percentage of assets · Hourly
Principal office
1010 EDNAM CENTER, SUITE 211CHARLOTTESVILLE, VA, 22903, United States
CRD 136069
Filing source
Form ADV 2061586 · Mar 10, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.