J. Mark Nickell & Co
Firm details
- Headquarters
- Brentwood, Tennessee
- CRD number
- 111635
- Registered since
- May 26, 2021
- Website
- jmarknickell.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI88.9%
- Other8.62%
- Individuals2.48%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
J. Mark Nickell & Co. is an independent, individual-owned registered investment adviser that entered SEC registration in 2021. The firm focuses on serving individual and family clients and provides financial planning and portfolio management for individuals and small businesses. Its fee model includes a percentage of assets under management, plus options for hourly and fixed fees. The firm is not positioned as an ESG investor, is not a capital allocator or pension consultant, and does not operate as a multi-state or related adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds95%
- Other4%
- Exchange Traded Equities1%
Contacts
3 of 3
Margaret Dover
Senior Client AdvisorCRD 5424084
Thomas Nickell
Client ServicesCRD 7769272
Joseph Nickell
Founder and PresidentCRD 4479162
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 32Active vs passive
$133M in ETFs
48%
$63.8M
41%
$68.8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES MSCI USA QUALITY FACTOR ETF (QUAL) | BlackRock | Passive | Large Blend | $17.6M | 80,184 | 13.27% |
Location
Brentwood, TN
Williamson
Location
Brentwood, TN
Headquartered in Brentwood, TN, anchoring the Nashville-Davidson--Murfreesboro, TN metro in the South.
- Metro area
- Nashville-Davidson--Murfreesboro, TN
- Region
- South
- County
- Williamson
- Address
- 100 Westwood Pl
- Time zone
- CT (UTC-6)
- Office locations
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