NOMAD FINANCIAL

RIASEC Registered
Total AUM
$3.9M
Discretionary
$3.9M
100% of AUM
Avg account
$775K
Accounts
5
Employees
2
Advisory reps
2

Firm details

Headquarters
KNOXVILLE, Tennessee
CRD number
322552
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI72.98%
  • Individuals27.02%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Nomad Financial is organized as a limited liability company under individual ownership and focuses on advisory work for individuals and small businesses. The firm provides financial planning and discretionary portfolio management and charges clients via a mix of asset-based fees, hourly rates, and fixed fees. It does not describe itself as an active ESG investor, is not positioned as a capital allocator or pension consultant, and is not identified as a related adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 90%, Exchange Traded Equities 8%, US Government Bonds 2%, Cash & Cash Equivalents 2%90%
  • Public Funds/Mutual Funds90%
  • Exchange Traded Equities8%
  • US Government Bonds2%
  • Cash & Cash Equivalents2%

Owners & executives

1 of 1
  • Ramin Olson

    Managing Member And Chief Compliance OfficerCRD 6531749

Contacts

1 of 1
  • Marla Landa

    Associate AdvisorCRD 8022625

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

KNOXVILLE, TN

KNOX

Location

KNOXVILLE, TN

Headquartered in KNOXVILLE, TN, anchoring the Knoxville-Morristown-Sevierville, TN metro in the South.

Metro area
Knoxville-Morristown-Sevierville, TN
Region
South
County
KNOX
Address
800 S Gay St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth