Nixon Capital LLC

RIASEC RegisteredEst. 2021
Total AUM
$390M
Discretionary
$386M
99% of AUM
Avg account
$1.7M
Accounts
236
Employees
2
Advisory reps
3

Firm details

Headquarters
Austin, Texas
CRD number
148061
Registered since
July 23, 2021
Custodians
CHARLES SCHWAB & CO., INC., RBC CAPITAL MARKETS, LLC, PERSHING LLC
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • HNWI93.59%
  • Pooled Investment Vehicles4.88%
  • Corporations / Businesses1.53%
Services
Portfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Nixon Capital LLC is a privately held, SEC-registered investment adviser formed as an LLC in 2021 and run by an individual owner. The firm operates as a hedge fund-style adviser that serves both high-net-worth individuals and family clients as well as institutional investors. Its advisory work covers discretionary portfolio management for individuals and small businesses and management of pooled investment vehicles; the firm also sponsors and acts as GP/managing member for its own pooled vehicles. Fee arrangements include a percentage of assets under management and performance-based compensation, consistent with hedge fund economics. The firm does not characterize itself as an ESG investor and is not registered as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 96%, Cash & Cash Equivalents 4%96%
  • Exchange Traded Equities96%
  • Cash & Cash Equivalents4%

Owners & executives

1 of 1
  • Ryan Nixon

    Ryan Nixon

    CIO, FounderCRD 4717603

Contacts

2 of 2
  • Alexander Gouws

    AnalystCRD 7954919

  • Joseph Nixon

    ChairmanCRD 873258

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 2

Active vs passive

$16.2M in ETFs

Passive

100%

$16.2M

Active

0%

$0

ETFProviderStyleCategoryValueShares% of portfolio
STATE STREET(R) SPDR(R) BLOOMBERG 1-3 MONTH T-BILL ETF (BIL)State StreetPassiveUltrashort Bond$8.1M88,39550.00%

Location

Primary office

Austin, TX

Travis

Location

Austin, TX

Headquartered in Austin, TX, in the South of the United States.

Region
South
County
Travis
Address
600 W 5th St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth