Overview
Assets Under Management: $2.8 billion
Headquarters: KANSAS CITY, MO
High-Net-Worth Clients: 41
Average Client Assets: $2 million
Frequently Asked Questions
NUANCE INVESTMENTS, LLC 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 #148534), NUANCE INVESTMENTS, LLC is subject to fiduciary duty under federal law.
NUANCE INVESTMENTS, LLC is headquartered in KANSAS CITY, MO.
NUANCE INVESTMENTS, LLC serves 41 high-net-worth clients according to their SEC filing dated July 23, 2025. View client details ↓
According to their SEC Form ADV, NUANCE INVESTMENTS, LLC offers portfolio management for individuals, portfolio management for businesses, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. View all service details ↓
NUANCE INVESTMENTS, LLC manages $2.8 billion in client assets according to their SEC filing dated July 23, 2025.
According to their SEC Form ADV, NUANCE INVESTMENTS, LLC serves high-net-worth individuals, businesses, pooled investment vehicles, and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Companies, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 41
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 2.44
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 419
Discretionary Accounts: 419
Regulatory Filings
CRD Number: 148534
Filing ID: 2005135
Last Filing Date: 2025-07-23 12:38:00
Website: https://nuanceinvestments.com