SourcingSourcing

FIELDVIEW CAPITAL MANAGEMENT, LLC

C37
CRD 332308·SEC 801-130937·NILES, MI
AUM
$712.5M
$500M-$1B
Est. Revenue
$7.1M
@ 1% on AUM
Est. EBITDA
$2.1M
@ 30% margin
Est. Deal Value
$17.1M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
FIELDVIEW CAPITAL MANAGEMENT, LLC
CRD
332308
SEC file #
801-130937
EIN
803226643
DBA names
—

Economics

AUM
$712.5M
AUM band
$500M-$1B
AUM trajectory
'25'26
$699.0M → $712.5M▲ +2%
Client mix
Pooled Investment Vehicles4

Operations

Employees (total)
14
Advisory staff (per ADV)
8
Advisory staff (5-yr trend)
'25'26
8 advisors → 8 advisors▬ 0%
Primary office
NILES MI
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
Fixed feesPerformance-based fees

Filings

Latest ADV filing
03/06/2026
ADV-W filed at
—
Website
—

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
E5 HOLDINGS, INC.
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
2
Control Persons
E5 HOLDINGS, INC.
JANOWSKI, BRADEN, SHAYNE
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0002040221
Edgar Registered
Yes
Edgar Filing Count
7
Edgar First Filing Date
2025-02-14
Edgar Last Filing Date
2026-05-14
Edgar 13f Count
6
Edgar 13f Latest AUM Estimate
Filing Date2026-05-14
Accession0001420506-26-000983

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.1717
Soi Zip Pct 200k Plus
0.0386
Soi Zip Returns 200k Plus
670
Soi Zip Total AGI
1,238,002
Fdic Zip Total Deposits
10,289,821,000
Fdic Zip Branch Count
267
Fdic Zip Top Banks
Fifth Third Bank
1st Source Bank

Compliance & brand

Firm Registration Status
active

All other collected signals (21)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
E*trade4
Edgar Addresses
Mailing
2003 MORRIS DRIVENILES, MI 49120
Business
2003 MORRIS DRIVENILES, MI 49120
Edgar EIN
803226643
Edgar Recent Filings
13F-HR2026-05-14 · 0001420506-26-000983
13F-HR2026-02-13 · 0001420506-26-000401
Fdic Zip Branches Raw
FMB-Community BankNiles Township, MI
FMB-Community BankNiles, MI
Fdic Zip HHI
1233.92
Fdic Zip Top Bank Share Pct
24.95
Fdic Zip Year
2025
Firm Has Custody
No
Mailing Office Differs
No
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI64,514
Returns5,350
Stub 2
AGI168,994
Returns4,560
Stub 3
AGI167,287
Returns2,730
Soi Zip Total Business Income
33,168
Soi Zip Total Cap Gains
38,332
Soi Zip Total Dividends
14,968
Soi Zip Total Returns
17,360
Trust Company Affiliate
No

People (1)

1
JANOWSKI, BRADEN, SHAYNE
Executive Officer · 2.5%
6017676