Nicholson Wealth Management Group

RIASEC Registered

Total AUM

$322M

Discretionary

$322M

100% of AUM

Avg account

$593K

Accounts

543

Employees

Advisory reps

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

FINTRX

Overview

Nicholson Wealth Management Group is an independent registered investment advisor organized as an LLC and registered with the SEC in 2023. The firm is owned by an individual and focuses on serving individual and family clients. Its fee model combines AUM-based charges with fixed fees, and the firm also maintains activity as a registered representative of a broker‑dealer. Advisory services include financial planning and portfolio management for individuals, small businesses, and institutions, along with pension consulting. The firm states a clear preference for equity exposure and does not identify as an active ESG investor.