Nicholson Wealth Management Group
Firm details
- Headquarters
- Charleston, South Carolina
- CRD number
- 327001
- Registered since
- August 16, 2023
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI78.7%
- Individuals13.54%
- Corporations / Businesses3.97%
- Pension & Profit Sharing Plans3.69%
- Charitable Organizations0.1%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
Nicholson Wealth Management Group is an independent, individual-owned registered investment adviser that began SEC registration in 2023. The firm serves primarily individuals and families, operating as both an RIA and a registered representative of a broker‑dealer. Its fee arrangements include a percentage-of-AUM model and fixed fees. Advisory services listed include financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and pension consulting. The firm does not identify as an active ESG investor and is not flagged 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
- Exchange Traded Equities50%
- Investment Grade Corp Bonds20%
- Public Funds/Mutual Funds12%
- Other8%
- Cash & Cash Equivalents6%
Owners & executives
2 of 2
Lonny Elfenbein
Chief Compliance OfficerCRD 2937038
Joseph Nicholson
CIO & CEOCRD 2094678
Contacts
1 of 1
John Wagner
Portfolio ManagerCRD 5858717
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 23Active vs passive
$18.2M in ETFs
89%
$16.2M
9%
$2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND (VOO) | Vanguard | Passive | Large Blend | $5M | 7,306 | 27.55% |
Location
Charleston, SC
Charleston
Location
Charleston, SC
Headquartered in Charleston, SC, in the South of the United States.
- Region
- South
- County
- Charleston
- Address
- 8 N Adgers Wharf
- Time zone
- ET (UTC-5)
- Office locations
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