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, SEC-registered advisory corporation founded in 2018 and owned privately. The firm serves both individual and institutional clients and offers a mix of financial planning and discretionary portfolio management for individuals, small businesses, businesses or institutions, and pension consulting. Its fees include percentage-of-AUM charges alongside hourly and fixed-fee arrangements. Nicholson Meyer does not self-identify as an ESG-focused manager and is not registered as a multi-state adviser.
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 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 18Active vs passive
$118M in ETFs
64%
$75.1M
34%
$42.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES RUSSELL 1000 ETF (IWB) | BlackRock | Passive | Large Blend | $13.1M | 36,748 | 11.13% |
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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