{"url":"https://nivawealth.com/firms/nicholson-meyer-capital-management-105580","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/105580","regulatoryAum":338103696,"crd":"105580","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"5290915","suffix":null,"lastName":"MEYER","firstName":"SUSANNE","middleName":"R."},{"crd":"2044940","suffix":null,"lastName":"NICHOLSON","firstName":"JENNIFER","middleName":"DAWSON"}],"total":2,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2021-01-09","regulatoryAum":185294015,"clients":202,"employees":5,"offices":1},{"filedOn":"2022-06-02","regulatoryAum":219362499,"clients":216,"employees":5,"offices":1},{"filedOn":"2023-01-25","regulatoryAum":218470188,"clients":235,"employees":5,"offices":1},{"filedOn":"2024-01-31","regulatoryAum":248199609,"clients":231,"employees":5,"offices":1},{"filedOn":"2025-01-27","regulatoryAum":292909874,"clients":249,"employees":6,"offices":1},{"filedOn":"2026-08-18","regulatoryAum":338103696,"clients":268,"employees":6,"offices":1}],"secFileNumber":"801-113175","legalName":"Nicholson 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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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Nicholson Meyer Capital Management offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Nicholson Meyer Capital Management charge?","answer":"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.","source":"ADV PART 2A, filed 21 February 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Nicholson Meyer Capital Management use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Nicholson Meyer Capital Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Nicholson Meyer Capital Management invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Does Nicholson Meyer Capital Management have a minimum investment?","answer":"Yes, Nicholson Meyer Capital Management’s minimum account size for its Fees for Asset Management Services is $400K.","source":"ADV PART 2A, filed 21 February 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Who owns Nicholson Meyer Capital Management?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Nicholson Meyer Capital Management get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is Nicholson Meyer Capital Management registered with the SEC?","answer":"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","sourceRef":{"doc":"adv1","section":"identity"}},{"question":"How do I contact Nicholson Meyer Capital Management?","answer":"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. 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Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}