Overview
Assets Under Management: $293 million
Headquarters: KANSAS CITY, MO
High-Net-Worth Clients: 75
Average Client Assets: $3 million
Frequently Asked Questions
NICHOLSON MEYER CAPITAL MANAGEMENT, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #105580), NICHOLSON MEYER CAPITAL MANAGEMENT, INC. is subject to fiduciary duty under federal law.
NICHOLSON MEYER CAPITAL MANAGEMENT, INC. is headquartered in KANSAS CITY, MO.
NICHOLSON MEYER CAPITAL MANAGEMENT, INC. serves 75 high-net-worth clients according to their SEC filing dated January 27, 2025. View client details ↓
According to their SEC Form ADV, NICHOLSON MEYER CAPITAL MANAGEMENT, INC. offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and pension consulting services. View all service details ↓
NICHOLSON MEYER CAPITAL MANAGEMENT, INC. manages $293 million in client assets according to their SEC filing dated January 27, 2025.
According to their SEC Form ADV, NICHOLSON MEYER CAPITAL MANAGEMENT, INC. serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 75
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 69.46
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 636
Discretionary Accounts: 636
Regulatory Filings
CRD Number: 105580
Last Filing Date: 2025-01-27 00:00:00
Website: https://nicholsoncap.com