Nolan Capital Advisors LLC

RIAState Registered

Total AUM

$36.1M

Discretionary

0% of AUM

Avg account

$89.8K

Accounts

402

Employees

Advisory reps

Firm details

Headquarters: ,
CRD number: 158775
Website: www.nolancapitaladvisors.com
Custodians: CHARLES SCHWAB & CO., INC., CAPITAL CLIENT GROUP, INC.
Fee structure: Percentage of AUM, Hourly Charges
Client types: Individuals57.76%
HNWI28.21%
Pension & Profit Sharing Plans12.96%
Corporations / Businesses1.07%
Services: Financial PlanningPortfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

Nolan Capital Advisors LLC is an independent, individually owned investment advisory firm organized as an LLC. The firm serves both individual/family clients and institutional accounts and provides a mix of financial planning, portfolio management for individuals and small businesses, and pension consulting services. Nolan Capital also operates as an insurance broker and maintains an affiliation with an insurance company. Its fees are charged as a percentage of assets under management and on an hourly basis.