Fjell Capital
Firm details
- Headquarters
- Fargo, North Dakota
- CRD number
- 327541
- Registered since
- August 15, 2023
- Website
- www.fjellcapital.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI69.64%
- Individuals26.72%
- Charitable Organizations3.64%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Fjell Capital is an independent, owner-operated registered investment adviser organized as an LLC. The firm is SEC-registered (registered in 2023) and serves both individual/family clients and institutional accounts. Its fee model includes percentage-of-AUM fees alongside hourly and fixed-fee arrangements, and its advisory offerings span financial planning, portfolio management for individuals and businesses, pension-related consulting services, and the selection of other advisers. Fjell Capital identifies as a capital allocator and does not present itself as an active ESG investor. The firm received a Citywire mention in 2024 as one of "50 Growers Across America," reflecting recent industry visibility rather than a product-specific award.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 Equities77%
- Public Funds/Mutual Funds19%
- State & Local Bonds2%
- Cash & Cash Equivalents2%
Owners & executives
1 of 1
Thomas Stadum
Founder and CEOCRD 6147083
Contacts
3 of 3
Keith Gregor
Partner, Wealth AdvisorCRD 6926511
Daniel Schuster
Director, Wealth ManagementCRD 6880733
Jacob Radke
DirectorCRD 7379711
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 62Active vs passive
$120M in ETFs
55%
$65.4M
42%
$54.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DAVIS SELECT WORLDWIDE ETF (DWLD) | Active | Global Large Stock Blend | $12.8M | 287,197 | 10.68% |
Location
Fargo, ND
Cass
Location
Fargo, ND
Headquartered in Fargo, ND, anchoring the Fargo-Wahpeton, ND-MN metro in the Midwest.
- Metro area
- Fargo-Wahpeton, ND-MN
- Region
- Midwest
- County
- Cass
- Address
- 27 10th St N
- Time zone
- CT (UTC-6)
- Office locations
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