NICHOLSON MEYER CAPITAL MANAGEMENT, INC.
Adviser information for NICHOLSON MEYER CAPITAL MANAGEMENT, INC. last updated from Form ADV on January 31st, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Missouri, United States |
Employees
| Total Number of Employees | 5 |
|---|---|
| Investment Advisory/Research | 2 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 2 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 583 | $248.2M |
| Non-Discretionary | 0 | $0 |
| Total | 583 | $248.2M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 168 | $54.3M |
| HNW Individuals | 58 | $162.2M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 5 | $21.9M |
| State or municipal gov entities | <5 | $9.8M |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 1 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 1-10 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsPension consulting servicesBUSINESS CONSULTING |
|---|---|
| Compensation | % of AUMHourly chargesFixed fees |
Identifiers
| SEC RIA File Number | 801-113175 |
|---|---|
| SEC ERA File Number | 801-113175 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 105580 |
| Legal Entity Identifier | None |
Principal Office
4600 MADISON AVENUESUITE 150
KANSAS CITY
MO
United States
Monday - Friday, 8:30AM-4:00PM
Tel: 816-931-5757, Fax: 816-531-0418
Websites
Chief Compliance Officer
JENNIFER D. NICHOLSON
PRESIDENT
4600 MADISON AVENUE, SUITE 150
KANSAS CITY
MO
United States
Tel:
816-931-5757
Fax:
816-531-0418
J*******@***************M
(Full email address available in API data)
Regulatory Contact
MARK J. DONALDSON, CFA
COMPLIANCE CONSULTANT
P.O. BOX 7269
KANSAS CITY
MO
United States
Tel:
9137077366
M*********@**********************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| NICHOLSON, JENNIFER, DAWSON | Individual | – | PRESIDENT & CHIEF COMPLIANCE OFFICER | 01/1988 | > 75% |
| MEYER, SUSANNE, R. | Individual | – | SENIOR VICE PRESIDENT / PORTFOLIO MANAGER | 01/2010 | 10-25% |