FJELL CAPITAL

RIASEC RegisteredEst. 2023

Total AUM

$187M

Discretionary

$184M

98% of AUM

Avg account

$286K

Accounts

654

Employees

Advisory reps

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

FINTRX

Overview

Fjell Capital is an independent, SEC-registered wealth management firm organized as an LLC and registered in 2023. Ownership is held by an individual and the firm serves both high-net-worth individuals and family clients as well as institutional accounts. It bills through a mix of percentage-of-AUM, hourly, and fixed-fee arrangements and provides financial planning and discretionary portfolio management across individual, small-business and institutional mandates. The firm also offers pension consulting and conducts third-party manager selection, positioning itself as a capital allocator that can place client capital with outside managers. Fjell Capital does not identify as an active ESG investor. The firm was recognized in Citywire’s 2024 "50 Growers Across America" list.