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Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 23 January 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Nicholas have?","answer":"Nicholas has 1 investment adviser representative registered with state securities authorities, out of 16 employees, and 7 perform investment advisory functions. 1 employee is a registered representative of a broker-dealer and 0 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Nicholas invest in?","answer":"At the end of its last fiscal year, Nicholas’ separately managed accounts held 96% exchange-traded equities and 4% cash and equivalents.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Nicholas?","answer":"Nicholas’ direct owners are David Nicholas (50% to 75%), Lynn Nicholas (10% to 25%) and Susan Fasciano (10% to 25%).","source":"Form ADV Part 1A, Schedules A and B, filed 23 January 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Nicholas get paid?","answer":"Nicholas is paid through a percentage of assets under management and performance-based fees. 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