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, 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
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 2Susanne 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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