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 an SEC-registered investment adviser organized as an LLC and operating as a hedge fund manager. The firm serves both individuals and families as well as institutional clients, and offers portfolio management for retail clients and for pooled investment vehicles. Its revenue model combines a percentage-of-AUM fee with performance-based fees. Nixon Capital acts in sponsor/GP and managing-member roles for pooled vehicles, consistent with its classification as a hedge fund and its advisory activity for pooled investment vehicles. The firm does not identify as an active ESG investor, and it is not presented as a multi-state adviser. It began SEC registration in 2021 and is owned by an individual owner type.

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

    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