Nakoma Capital Management, LLC

Nakoma Capital Management, LLC (CRD# 108014) is a financial advisory firm headquartered in , . They manage $65,332,651 in 19 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    65
    MILLION
  • Total Number of Accounts
    19
    ACCOUNTS
  • Average Account Value
    $3,438,561
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

WI

Financial Advisors at Nakoma Capital Management, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Craig E. Peterman
CRD#: 4377222
Madison, WI
96
Wealthminder
score

Craig Peterman (CRD# 4377222) is an Investment Advisor Representative working at Nakoma Capital Management, LLC in Madison, WI and has over 16 years of experience in the finance industry. Craig Peterman has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Daniel S. Pickett
CRD#: 1862251
1111 Deming Way, Suite 103, Madison, WI 53717
96
Wealthminder
score

Daniel Pickett (CRD# 1862251) is an Investment Advisor Representative working at Nakoma Capital Management, LLC in Madison, WI and has over 24 years of experience in the finance industry.

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