Nicholson Meyer Capital Management, Inc.

RIASEC RegisteredEst. 2018
Total AUM
$338M
Discretionary
$338M
100% of AUM
Avg account
$499K
Accounts
677
Employees
6
Advisory reps
2

Firm details

Headquarters
Kansas City, Missouri
CRD number
105580
Registered since
May 4, 2018
Custodians
FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI69.29%
  • Individuals17.51%
  • Charitable Organizations8.7%
  • State / Municipal Government2.72%
  • Corporations / Businesses1.77%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting

Firm profile

FINTRX

Overview

Nicholson Meyer Capital Management, Inc. is an independent, owner-operated registered investment adviser that began SEC registration in 2018. The firm serves both individual/family and institutional clients and offers fee arrangements that include a percentage of assets under management as well as hourly and fixed-fee engagements. Core advisory services listed on the firm’s ADV include financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and pension consulting. Nicholson Meyer does not present itself as a capital allocator and is not identified as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 53%, Exchange Traded Equities 40%, Cash & Cash Equivalents 7%53%
  • Public Funds/Mutual Funds53%
  • Exchange Traded Equities40%
  • Cash & Cash Equivalents7%

Contacts

2 of 2
  • Susanne Meyer

    Susanne Meyer

    Senior Vice President and Portfolio Manager​CRD 5290915

  • Jennifer Nicholson

    Jennifer Nicholson

    PresidentCRD 2044940

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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ETF holdings

1 of 19

Active vs passive

$136M in ETFs

Passive

65%

$88.3M

Active

33%

$48M

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES RUSSELL 1000 ETF (IWB)BlackRockPassiveLarge Blend$18.2M44,55313.39%

Location

Primary office

Kansas City, MO

Jackson

Location

Kansas City, MO

Headquartered in Kansas City, MO, anchoring the Kansas City-Overland Park-Kansas City, MO-KS metro in the Midwest.

Metro area
Kansas City-Overland Park-Kansas City, MO-KS
Region
Midwest
County
Jackson
Address
4600 Madison Ave
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth