Nilsine Partners provides financial planning, portfolio management for individuals and small businesses, portfolio management for pooled vehicles, portfolio management for institutions, selecting other managers, education planning, estate planning, insurance, philanthropic planning, retirement plan services, and tax planning. The firm advises 11 private funds.
Nilsine Partners reports 559 clients. They include 277 high-net-worth individuals, 263 individual clients and 11 pooled investment vehicles. Of its assets, 99.8% ($1.88B across 1,548 accounts) are managed with discretion; $2.91M across 4 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 47% | 7% |
| High-net-worth individuals | 50% | 73% |
| Pooled investment vehicles | 2% | 9% |
| Charitable organizations | <1% | 9% |
| Corporations and other businesses | 1% | 2% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 263 | $129M | 6.9% | $492K |
| High-net-worth individuals | 277 | $1.38B | 73.4% | $4.99M |
| Pooled investment vehicles | 11 | $162M | 8.6% | $14.7M |
| Charitable organizations | Fewer than 5 | $176M | 9.4% | $88M |
| Corporations and other businesses | 6 | $33.8M | 1.8% | $5.63M |
| Total | 559 | $1.88B | 100% | — |
- Clients
- 263
- Regulatory AUM
- $129M
- AUM share
- 6.9%
- Avg. per client
- $492K
- Clients
- 277
- Regulatory AUM
- $1.38B
- AUM share
- 73.4%
- Avg. per client
- $4.99M
- Clients
- 11
- Regulatory AUM
- $162M
- AUM share
- 8.6%
- Avg. per client
- $14.7M
- Clients
- Fewer than 5
- Regulatory AUM
- $176M
- AUM share
- 9.4%
- Avg. per client
- $88M
- Clients
- 6
- Regulatory AUM
- $33.8M
- AUM share
- 1.8%
- Avg. per client
- $5.63M
Total
- Clients
- 559
- Regulatory AUM
- $1.88B
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 11
- Financial planning clients last fiscal year
- 0
Nilsine Partners charges up to 1.80% a year for its Portfolio Management. The fee is billed in advance and is negotiable. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- Financial planning and consulting
- Standalone financial planning and consulting are flat fees from $5,000 to $250,000, with a retainer of 50% at signing.
- Reporting-only assets
- Comprehensive reporting on assets the firm does not actively manage may be charged a fee of up to 0.15% annually.
Nilsine Assets, LLC owns 75% or more of Nilsine Partners and is in turn owned by R Scott Bills (25–50%) and Brett Bills (25–50%). R Scott Bills is CEO; the leadership team includes Chief Investment Officer Brett Bills and Chief Compliance Officer Melissa Straw. It has 18 employees, 12 of them in advisory roles.
Leadership
- R Scott BillsChief Executive Officer
- Melissa StrawChief Compliance Officer
- Brett BillsChief Investment Officer
- Patrick BurnsGeneral Counsel
- Joshua DeloachChief Strategy Officer
- Teresa FriessExecutive Director, Compliance
- Aaron SeemanChief Experience Officer
Investment adviser representatives
15 representatives listed in the SEC register as of 9 October 2026.
- Brett Robert Bills
- R Scott Bills
- Jennifer Lynn Boyle
- Joshua P Deloach
- Teresa Lee Friess
- Carter Samuel Hall
- Elizabeth A Landsinger
- Devin B Pope
- Aaron Patrick Seeman
- Edward Simon
- Samuel Stacey
- Tanner John Sterk
- Madeline Anderson Testwuide
- Christine S Wang
- Daniel William Weeks
Staff
- 18 employees
- 12 in advisory functions
- 13 state-registered reps
- 2 broker-dealer reps
- 2 insurance agents
- Owns 75% or more of Nilsine Partners, LLC
Nilsine Assets, LLC
Control person · since August 2021
- Owns 25% to 50% of Nilsine Assets, LLC
R Scott Bills
Control person · since September 2021
- Owns 25% to 50% of Nilsine Assets, LLC
Brett Bills
Control person · since September 2021
Nilsine Partners’ regulatory assets grew 1.9× from $1.01B (March 2022) to $1.88B (March 2026); clients rose from 358 to 559 and employees from 9 to 18.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $1.88B | 559 | 18 | 2 |
| July 2025 | $1.71B | 544 | 15 | 2 |
| July 2024 | $1.24B | 497 | 14 | 2 |
| March 2023 | $1.05B | 438 | 12 | 1 |
| March 2022 | $1.01B | 358 | 9 | 1 |
Besides its headquarters, Nilsine Partners has 1 office, with 2 listed addresses in Colorado and Utah.
Colorado · 1 listed address
- 5675 DTC Boulevard, Suite 175, Greenwood VillageHQ
Utah · 1 listed address
- 2825 E. Cottonwood Pkwy., Cottonwood Heights
Contact and registration details
- Legal name
- Nilsine Partners, LLC
- Headquarters
- 5675 DTC Boulevard, Suite 175, Greenwood Village, CO 80111
- Website
- nilsinepartners.com
- Phone
- 303-529-5800
- SEC file
- 801-122071
- Founded
- 2021
- Structure
- Delaware LLC
- Fiscal year end
- December
Nilsine Partners uses Charles Schwab ($1.88B) as custodian for its separately managed accounts. Nilsine Partners has custody of $550M in client assets for 570 clients.
- Charles SchwabCharles Schwab & Co., Inc. · Omaha, NE · $1.88B100%
At year end, Nilsine Partners’ separately managed accounts were largely in stocks (44%) and funds (32%). Its reported 13F holdings for the quarter ended 30 June 2026 total $1.45B across 430 positions; the largest are Atmos Energy Corp. (5.8%), Apple Inc. (4.6%) and Lam Research Corp. Com New (3.0%).
What the accounts hold
- Stocks44%
- Funds32%
- Registered funds26%
- Pooled vehicles6%
- Bonds11%
- State and local bonds4%
- Investment grade corporate bonds3%
- U.S. government and agency bonds2%
- High-yield corporate bonds2%
- Cash6%
- Other7%
- Structured notes.7%
Reported 13F holdings
- $1.45B
- Reported 13F value
- 430
- Positions
- 27.5%
- In the 10 largest
- +13.1%
- Value vs. prior quarter
- Atmos Energy Corp.5.8%
- Apple Inc.4.6%
- Lam Research Corp. Com New3.0%
- Nvidia Corporation2.7%
- Micron Technology Inc.2.3%
- First Trust Nasdaq Semiconductor ETFETF2.2%
- Broadcom Inc.1.9%
- Amazon Com Inc.1.7%
- First Trust Nyse Arca Biotechnology Index FundETF1.7%
- State Street SPDR S&P 500 ETFETF1.6%
Together, the ten largest are 27.5% of reported value.
How many clients does Nilsine Partners have?
Nilsine Partners has 559 clients and manages $1.88 billion for them, as of March 2026. They include 277 high-net-worth individuals, 263 individual clients and 11 pooled investment vehicles.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 24 March 2026
What services does Nilsine Partners offer?
Nilsine Partners provides financial planning, portfolio management for individuals and small businesses, portfolio management for pooled vehicles, portfolio management for institutions, selecting other managers, education planning, estate planning, insurance, philanthropic planning, retirement plan services, 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 Nilsine Partners charge?
Nilsine Partners charges up to 1.80% a year for its Portfolio Management. The fee is billed in advance and is negotiable.
Source: FORM ADV PART 2A - FIRM BROCHURE, filed 24 March 2026
Which custodians does Nilsine Partners use?
Nilsine Partners’ separately managed account assets are held at Charles Schwab & Co., Inc. (Omaha, NE), with $1.88B. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 24 March 2026
How many financial advisors does Nilsine Partners have?
Nilsine Partners has 13 investment adviser representatives registered with state securities authorities, out of 18 employees, and 12 perform investment advisory functions. 2 employees are registered representatives of a broker-dealer and 2 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
What does Nilsine Partners invest in?
At the end of its last fiscal year, Nilsine Partners’ separately managed accounts held 44% exchange-traded equities, 26% registered funds (mutual funds, ETFs, BDCs), 7% other, 6% pooled vehicles (private funds and similar), 6% cash and equivalents, 4% state and local bonds, 3% investment grade corporate bonds, 2% U.S. government and agency bonds and 2% high-yield corporate bonds. The 7% other category is described as: Structured Notes. It advises 11 private funds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Nilsine Partners?
Nilsine Partners is owned through a holding company by R Scott and Brett Bills. Its direct owner is Nilsine Assets, LLC (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 24 March 2026
How does Nilsine Partners get paid?
Nilsine Partners is paid through a percentage of assets under management 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 Nilsine Partners registered with the SEC?
Yes, Nilsine Partners has been registered with the SEC as an investment adviser since 12 August 2021. Its CRD number is 315694 and its SEC file number is 801-122071.
Source: Form ADV Part 1A, Item 1, filed 24 March 2026; IAPD firm record
How do I contact Nilsine Partners?
Nilsine Partners’ main office is at 5675 DTC Boulevard, Suite 175, Greenwood Village, CO 80111. Its phone number is 303-529-5800. Its website is nilsinepartners.com.