Fields Gottscho Capital Management LLC
Firm details
- Headquarters
- Charlottesville, Virginia
- CRD number
- 136069
- Registered since
- August 22, 2005
- Website
- fieldsgottscho.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI94.39%
- Pension & Profit Sharing Plans3.75%
- Individuals0.93%
- Corporations / Businesses0.93%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Fields Gottscho Capital Management LLC is an independent, individual-owned registered investment adviser that has been SEC-registered since 2005. The firm provides discretionary portfolio management to both individual and family clients and to business or institutional clients. Its fees are charged as a percentage of assets under management and, in some cases, on an hourly basis. The adviser reports it is not an ESG-focused investor, is not structured as a capital allocator or pension consultant, and operates under a single-state registration status.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities97%
- US Government Bonds2%
- Cash & Cash Equivalents1%
Owners & executives
1 of 1
Veronica Perez
Senior Vice President & Chief Compliance OfficerCRD 4127993
Contacts
1 of 1
Christopher Gottscho
Portfolio ManagerCRD 2139307
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Charlottesville, VA
Charlottesville City
Location
Charlottesville, VA
Headquartered in Charlottesville, VA, in the South of the United States.
- Region
- South
- County
- Charlottesville City
- Address
- 1010 Ednam Ctr
- Time zone
- ET (UTC-5)
- Office locations
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