CHARLOTTESVILLE, VACRD 136069Latest ADV March 10, 2026
Fields Gottscho Capital Management LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Charlottesville, VA. Its latest Form ADV filing, dated March 10, 2026, reports $333M in regulatory assets under management, 4 employees, 2 offices, and 184 accounts.
Assets Under Management
$333M
Employees
4
Offices
2 offices
Total Clients
84
Primary office
CHARLOTTESVILLE, VA
1010 EDNAM CENTER, SUITE 211, CHARLOTTESVILLE, VA, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Hourly charges
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentHNWI represent 85.7% of total clients.
Top client categories% of clientsClients
1
HNWI
85.7%
72
2
Individuals
8.3%
7
3
Pension Plans
6.0%
5
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$333Mas of March 10, 2026
Discretionary100.0%
$333M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$333M
Total Accounts184
10Y AUM Change+$161M (+93.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee21:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.