Data / Investment advisers / Michigan / Fieldview Capital Management, LLC
Fieldview Capital Management, LLC, Niles, MI: $713 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Fieldview Capital Management, LLC is an SEC registered investment adviser with its main office in Niles, Michigan and reports $713 million in regulatory assets under management in its Form ADV filed March 6, 2026. Its clients include pooled investment vehicles. It is paid through fixed fees and performance based fees.
The request: Watch Fieldview Capital Management, LLC (CRD number 332308): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 332308
- SEC file number
- 801-130937
- SEC status
- Approved, effective January 21, 2025
- Main office
- 2003 Morris Drive, Niles, MI 49120
- Phone
- (269) 479-1493
- Regulatory AUM
- $712,519,372 in the Form ADV filed March 6, 2026
- Discretionary AUM
- $712,519,372
- Accounts
- 4
- Employees
- 14, of which 8 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- fixed fees, performance based fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 6, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 4 | $712.5 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $712.5 million | March 6, 2026 |
| December 1, 2025 | $699 million | February 25, 2025 |
Other advisers in Michigan
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Valstone Partners VI | Birmingham | $735.9 million | 3 | adviserinfo.sec.gov |
| Sturbridge Capital LLC | Birmingham | $730.9 million | 4 | adviserinfo.sec.gov |
| Kaydan Wealth Management, Inc. | Fenton | $726.5 million | Not listed | adviserinfo.sec.gov |
| Bright Financial Advisors, Inc. | Portage | $725.5 million | Not listed | adviserinfo.sec.gov |
| Trunorth Capital Management, LLC | Kalamazoo | $724.5 million | Not listed | adviserinfo.sec.gov |
| Skyoak Wealth | Southfield | $692.7 million | Not listed | adviserinfo.sec.gov |
| TRP Capital Advisors V, LLC | Birmingham | $691 million | 11 | adviserinfo.sec.gov |
| Northern Financial Advisors, Inc | Bloomfield Hills | $684 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Michigan
- Advisers with $500 million to $1 billion in AUM
- Advisers serving pooled investment vehicles
- Fieldview Capital Management, LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.