Nicholson Capital Management, Inc.

Nicholson Capital Management, Inc. (CRD# 105580) is a financial advisory firm headquartered in Kansas City, MO. They manage $103,214,939 in 306 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    103
    MILLION
  • Total Number of Accounts
    306
    ACCOUNTS
  • Average Account Value
    $337,304
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Other
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.

CO, KS, LA, MO, TX, WI

Financial Advisors at Nicholson Capital Management, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Jennifer D. Nicholson
CRD#: 2044940
4600 Madison Avenue, Suite 150, Kansas City, MO 64112
96
Wealthminder
score

Jennifer Nicholson (CRD# 2044940) is an Investment Advisor Representative working at Nicholson Capital Management, Inc. in Kansas City, MO and has over 21 years of experience in the finance industry. Jennifer Nicholson 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
Susanne R. Meyer
CRD#: 5290915
4600 Madison Avenue, Suite 150, Kansas City, MO 64112
93
Wealthminder
score

Susanne Meyer (CRD# 5290915) is an Investment Advisor Representative working at Nicholson Capital Management, Inc. in Kansas City, MO and has over 8 years of experience in the finance industry.

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