Nomad Capital Group, LLC
Firm details
- Headquarters
- ,
- CRD number
- 172639
- Website
- www.nomadventurecap.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Performance Based Fees
- Client types
- HNWI85.49%
- Pension & Profit Sharing Plans13.37%
- Corporations / Businesses0.58%
- Individuals0.5%
- Charitable Organizations0.05%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Nomad Capital Group, LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm serves both individual and family clients as well as institutional investors, providing financial planning and portfolio management for individuals and small businesses. Its advisory model includes discretionary and non‑discretionary mandates and a flexible fee menu — percentage of AUM, hourly, fixed fees and performance‑based arrangements are all used. Filings indicate Nomad is not an active ESG investor and is not registered as a multi‑state adviser.
Assets & Accounts
Investments & Alternatives
Location & Offices
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
- Cash & Cash Equivalents76%
- Exchange Traded Equities22%
- Public Funds/Mutual Funds2%
Contacts
1 of 1
Franklin Hsu
Founder and Managing PrincipalCRD 5052968
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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