Nicholson Meyer Capital Management, Inc.
Firm details
- Headquarters
- Kansas City, Missouri
- CRD number
- 105580
- Registered since
- May 4, 2018
- Website
- www.nicholsoncap.com
- 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
FINTRXOverview
Nicholson Meyer Capital Management, Inc. is an independent registered investment adviser organized as a corporation and owned by an individual. The firm serves both individual and family clients as well as institutional and business accounts. Its advisory services include financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and pension consulting. Compensation comes through a mix of asset-based fees, hourly charges and fixed-fee engagements. The firm does not identify as an active ESG investor and is not described as a capital allocator.
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 Funds53%
- Exchange Traded Equities40%
- Cash & Cash Equivalents7%
Contacts
2 of 2
Susanne Meyer
Senior Vice President and Portfolio ManagerCRD 5290915
Jennifer Nicholson
PresidentCRD 2044940
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 19Active vs passive
$136M in ETFs
65%
$88.3M
33%
$48M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES RUSSELL 1000 ETF (IWB) | BlackRock | Passive | Large Blend | $18.2M | 44,553 | 13.39% |
Location
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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