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FIELDS GOTTSCHO CAPITAL MANAGEMENT LLC

CHARLOTTESVILLE, VA · CRD 136069 · IAPD ↗ · fieldsgottscho.com · 800-628-3812

$333.0MRegulatory AUM
4Advisory reps
4Employees
3Clients
n/aPlanning clients
0Private funds
7States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

48
April 2025 — FIELDS GOTTSCHO CAPITAL MANAGEMENT LLC moved its main office from NEW YORK, NY to CHARLOTTESVILLE, VA.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
53
April 2025 — FIELDS GOTTSCHO CAPITAL MANAGEMENT LLC added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
45
April 2024 — FIELDS GOTTSCHO CAPITAL MANAGEMENT LLC notice-filed in VA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.