The Nlw Capital Group LLC
Firm details
- Headquarters
- ,
- CRD number
- 313391
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Other
- Client types
- HNWI66.01%
- Individuals29.35%
- Corporations / Businesses4.64%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
The Nlw Capital Group LLC is a small, independent registered investment adviser that focuses on financial planning and discretionary portfolio management for individuals, families and small businesses. The firm’s reported activity centers on pooled public vehicles—primarily mutual funds and other public investment funds—used as the core building blocks for client portfolios. Advisory services include comprehensive financial planning alongside ongoing portfolio oversight for both individual clients and small institutional/business accounts. The firm is structured as an individual-owned LLC and operates with a single office.
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
- Public Funds/Mutual Funds57%
- Exchange Traded Equities34%
- Cash & Cash Equivalents9%
Contacts
1 of 1
Nathaniel Whitman
Managing MemberCRD 7348490
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations