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 registered investment adviser set up as a corporation and owned by an individual. The firm serves individuals and families, offering financial planning and portfolio management for individuals and small businesses. Its billing blends AUM-based fees with the ability to charge hourly and fixed fees, which aligns with a hybrid planning-and-investment-advisory model rather than product-only brokerage. The adviser is not positioned as a capital allocator and does not describe itself as an ESG-focused manager. It operates under a single-adviser structure (no related advisers listed) and does not act as a pension consultant. The firm has been SEC-registered since 2021.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 3MARGARET 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 33Active vs passive
$118M in ETFs
58%
$67.7M
42%
$49.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES MSCI USA QUALITY FACTOR ETF (QUAL) | BlackRock | Passive | Large Blend | $14.8M | 77,306 | 12.61% |
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
Similar firms
DIVERSIFIED PARTNERS, INC.
RIABRENTWOOD, TN
ERISA ADVISERS, INC.
RIABRENTWOOD, TN
PORTUS CAPITAL MANAGEMENT, LLC
RIABRENTWOOD, TN
FINWELL, INC.
RIABRENTWOOD, TN
COVE CAPITAL MANAGEMENT INC.
RIABRENTWOOD, TN
LUKEN INVESTMENT ANALYTICS, LLC
RIABRENTWOOD, TN