FIELDS GOTTSCHO CAPITAL MANAGEMENT LLC

Overview

Fields Gottscho Capital Management LLC is a focused advisory firm with a strong equity orientation. Founded in 2005, the firm serves both high-net-worth individuals and institutional clients through discretionary portfolio management. Its stated advisory activities emphasize portfolio management for individuals, small businesses, and institutional entities. Fee arrangements combine a percentage of assets under management with the ability to charge hourly fees, which supports both ongoing relationships and project-based work. Investment practice centers on exchange-traded equities and liquid, tradable instruments. The firm does not present itself as an active ESG investor. Given the heavy equity weighting and the custodial relationship with Charles Schwab & Co., Inc., the firm appears to favor scalable, liquid equity solutions—likely through a mix of individual stocks, exchange-traded funds, and separately managed accounts—while reserving a portion of client capital for private placement opportunities when appropriate.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices