Nicholson Meyer Capital Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, estate planning, insurance, and tax planning. Financial planning was provided to 1–10 clients last fiscal year.
Nicholson Meyer Capital Management reports 268 clients. They include 174 individual clients, 87 high-net-worth individuals and 7 charitable organizations. Of its assets, 100.0% ($338M across 677 accounts) are managed with discretion. It advised 1 client without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 65% | 18% |
| High-net-worth individuals | 32% | 69% |
| Charitable organizations | 3% | 9% |
| State or municipal government entities | Fewer than 5 | 3% |
| Corporations and other businesses | Fewer than 5 | 2% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 174 | $59.2M | 17.5% | $340K |
| High-net-worth individuals | 87 | $234M | 69.3% | $2.69M |
| Charitable organizations | 7 | $29.4M | 8.7% | $4.2M |
| State or municipal government entities | Fewer than 5 | $9.2M | 2.7% | — |
| Corporations and other businesses | Fewer than 5 | $6M | 1.8% | — |
| Total | 268 | $338M | 100% | — |
- Clients
- 174
- Regulatory AUM
- $59.2M
- AUM share
- 17.5%
- Avg. per client
- $340K
- Clients
- 87
- Regulatory AUM
- $234M
- AUM share
- 69.3%
- Avg. per client
- $2.69M
- Clients
- 7
- Regulatory AUM
- $29.4M
- AUM share
- 8.7%
- Avg. per client
- $4.2M
- Clients
- Fewer than 5
- Regulatory AUM
- $9.2M
- AUM share
- 2.7%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $6M
- AUM share
- 1.8%
- Avg. per client
- —
Total
- Clients
- 268
- Regulatory AUM
- $338M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 1
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 1–10
Nicholson Meyer Capital Management charges 0.25%–1.00% a year for its Fees for Asset Management Services. Each asset band is charged at its own rate. The fee is billed in arrears and requires an account of at least $400,000. The brochure also prices 2 other services, listed under fee details.
| Asset band | Annual rate |
|---|---|
| $0–$1M | 1.00% |
| $1M–$5M | 0.70% |
| $5M–$10M | 0.40% |
| $10M and above | 0.25% |
Fee details and sources
Other fees
- Financial consulting services
- Financial consulting is billed at $190 per hour, negotiable, and due upon completion.
- NMCM Retirement Solutions
- Standard fees generally range from 0.35% to 0.50% of the total value of the client's plan, depending on the plan services selected.
Jennifer Nicholson owns 75% or more of Nicholson Meyer Capital Management. The leadership team of Nicholson Meyer Capital Management includes President Susanne Meyer and Chief Compliance Officer Jennifer Nicholson. It has 6 employees, 2 of them in advisory roles.
Leadership
- Susanne MeyerSenior Vice President / Portfolio Manager
- Jennifer NicholsonPresident & Chief Compliance Officer
Investment adviser representatives
2 representatives listed in the SEC register as of 9 October 2026.
- Susanne R. Meyer
- Jennifer Dawson Nicholson
Staff
- 6 employees
- 2 in advisory functions
- 2 state-registered reps
- Owns 75% or more of Nicholson Meyer Capital Management, Inc.
Jennifer Nicholson
Control person · since January 1988
- Owns 10% to 25% of Nicholson Meyer Capital Management, Inc.
Susanne Meyer
Control person · since January 2010
Nicholson Meyer Capital Management’s regulatory assets grew 1.8× from $185M (January 2021) to $338M (August 2026); clients rose from 202 to 268 and employees from 5 to 6.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| August 2026 | $338M | 268 | 6 | 1 |
| January 2025 | $293M | 249 | 6 | 1 |
| January 2024 | $248M | 231 | 5 | 1 |
| January 2023 | $218M | 235 | 5 | 1 |
| June 2022 | $219M | 216 | 5 | 1 |
| January 2021 | $185M | 202 | 5 | 1 |
Besides its headquarters, Nicholson Meyer Capital Management has 0 offices, with 1 listed address in Missouri.
Missouri · 1 listed address
- 4600 Madison Avenue, Suite 150, Kansas CityHQ
Contact and registration details
- Legal name
- Nicholson Meyer Capital Management, Inc.
- Headquarters
- 4600 Madison Avenue, Suite 150, Kansas City, MO 64112
- Website
- nicholsoncap.com
- Phone
- 816-931-5757
- SEC file
- 801-113175
- Structure
- Missouri corporation
- Fiscal year end
- December
Nicholson Meyer Capital Management uses Fidelity ($333M) as custodian for its separately managed accounts. Nicholson Meyer Capital Management has custody of $260M in client assets for 204 clients.
- FidelityFidelity Brokerage Services LLC · San Francisco, CA · $333M100%
At year end, Nicholson Meyer Capital Management’s separately managed accounts were mostly in funds (53%) and stocks (40%). Its reported 13F holdings for the quarter ended 30 June 2026 total $150M across 45 positions; the largest are iShares TR (12.2%), Schwab Strategic TR (8.3%) and Berkshire Hathaway Inc. Del (7.7%).
What the accounts hold
- Stocks40%
- Funds53%
- Cash7%
Reported 13F holdings
- $150M
- Reported 13F value
- 45
- Positions
- 72.3%
- In the 10 largest
- +15.1%
- Value vs. prior quarter
- iShares TR · Rus 1000 ETF12.2%
- Schwab Strategic TR · Fundamental US L8.3%
- Berkshire Hathaway Inc. Del · CL B New7.7%
- Goldman Sachs ETF TR · Activebeta US LG7.5%
- Capital Group Dividend Value · Shs Creat Unit7.2%
- iShares TR · Global Tech ETF7.0%
- SPDR Gold TR · Gold Shs6.7%
- Vanguard Scottsdale Fds · Vng Rus1000grw5.3%
- Goldman Sachs ETF TR · Acces Treasury5.2%
- Capital Group Growth ETF · Shs Creat Unit5.2%
Together, the ten largest are 72.3% of reported value.
How many clients does Nicholson Meyer Capital Management have?
Nicholson Meyer Capital Management has 268 clients and manages $338 million for them, as of August 2026. They include 174 individual clients, 87 high-net-worth individuals and 7 charitable organizations.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 18 August 2026
What services does Nicholson Meyer Capital Management offer?
Nicholson Meyer Capital Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, estate planning, insurance, and tax planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Nicholson Meyer Capital Management charge?
Nicholson Meyer Capital Management charges 0.25%–1.00% a year for its Fees for Asset Management Services. Each asset band is charged at its own rate. The fee is billed in arrears and requires an account of at least $400,000.
Which custodians does Nicholson Meyer Capital Management use?
Nicholson Meyer Capital Management’s separately managed account assets are held at Fidelity Brokerage Services LLC (San Francisco, CA), with $333M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 18 August 2026
How many financial advisors does Nicholson Meyer Capital Management have?
Nicholson Meyer Capital Management has 2 investment adviser representatives registered with state securities authorities, out of 6 employees, and 2 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Nicholson Meyer Capital Management invest in?
At the end of its last fiscal year, Nicholson Meyer Capital Management’s separately managed accounts held 53% registered funds (mutual funds, ETFs, BDCs), 40% exchange-traded equities and 7% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Does Nicholson Meyer Capital Management have a minimum investment?
Yes, Nicholson Meyer Capital Management’s minimum account size for its Fees for Asset Management Services is $400K.
Who owns Nicholson Meyer Capital Management?
Nicholson Meyer Capital Management’s direct owners are Jennifer Nicholson (75% or more) and Susanne Meyer (10% to 25%).
Source: Form ADV Part 1A, Schedules A and B, filed 18 August 2026
How does Nicholson Meyer Capital Management get paid?
Nicholson Meyer Capital Management is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Nicholson Meyer Capital Management registered with the SEC?
Yes, Nicholson Meyer Capital Management has been registered with the SEC as an investment adviser since 4 May 2018. Its CRD number is 105580 and its SEC file number is 801-113175.
Source: Form ADV Part 1A, Item 1, filed 18 August 2026; IAPD firm record
How do I contact Nicholson Meyer Capital Management?
Nicholson Meyer Capital Management’s main office is at 4600 Madison Avenue, Suite 150, Kansas City, MO 64112. Its phone number is 816-931-5757. Its website is nicholsoncap.com.