The Nemes Rush Group provides financial planning, portfolio management for individuals and small businesses, business succession planning, education planning, estate planning, insurance, retirement plan services, and tax planning. Financial planning was provided to 900 clients last fiscal year.
The Nemes Rush Group reports 881 clients. They include 418 individual clients, 341 high-net-worth individuals, and 66 pension and profit-sharing plans. Of its assets, 97.9% ($1.59B across 3,014 accounts) are managed with discretion; $33.7M across 27 accounts are not. A wrap fee program the firm both sponsors and manages holds $3.92B.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 47% | 7% |
| High-net-worth individuals | 39% | 82% |
| Pension and profit-sharing plans | 7% | 8% |
| Charitable organizations | <1% | <1% |
| Corporations and other businesses | 5% | 3% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 418 | $117M | 7.2% | $281K |
| High-net-worth individuals | 341 | $1.32B | 81.6% | $3.88M |
| Pension and profit-sharing plans | 66 | $134M | 8.3% | $2.03M |
| Charitable organizations | 8 | $4.43M | 0.3% | $553K |
| Corporations and other businesses | 48 | $42M | 2.6% | $874K |
| Total | 881 | $1.62B | 100% | $1.84M |
- Clients
- 418
- Regulatory AUM
- $117M
- AUM share
- 7.2%
- Avg. per client
- $281K
- Clients
- 341
- Regulatory AUM
- $1.32B
- AUM share
- 81.6%
- Avg. per client
- $3.88M
- Clients
- 66
- Regulatory AUM
- $134M
- AUM share
- 8.3%
- Avg. per client
- $2.03M
- Clients
- 8
- Regulatory AUM
- $4.43M
- AUM share
- 0.3%
- Avg. per client
- $553K
- Clients
- 48
- Regulatory AUM
- $42M
- AUM share
- 2.6%
- Avg. per client
- $874K
Total
- Clients
- 881
- Regulatory AUM
- $1.62B
- AUM share
- 100%
- Avg. per client
- $1.84M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 900
The Nemes Rush Group charges 1.50% a year for its Portfolio Management. The whole portfolio is charged at the rate of its band. The fee is billed in arrears and is negotiable. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial Planning
- Financial planning is offered on a fixed fee basis, negotiable based on the nature and complexity of the client's individual circumstances, with the fee agreed in advance in writing.
Timothy Rush owns 25% to 50% of The Nemes Rush Group. The leadership team of The Nemes Rush Group includes Chief Investment Officer Timothy Rush, Chief Financial Officer Christopher Nemes and Chief Compliance Officer David Millar. It has 17 employees, 7 of them in advisory roles.
Leadership
- Christopher NemesChief Financial Officer/Member
- David MillarChief Compliance Officer
- Timothy RushChief Investment Officer/Member
- Brian NemesMember
- Charles NemesManaging Member
Investment adviser representatives
9 representatives listed in the SEC register as of 9 October 2026.
- Tannar Martines
- Andrew Charles Nemes
- Brian Louis Nemes
- Charles Louis Nemes
- Christopher Charles Nemes
- Colleen Elizabeth Nemes
- Michael P Nemes
- Timothy Patrick Rush
- Logan Schmitt
Staff
- 17 employees
- 7 in advisory functions
- 7 state-registered reps
- 8 broker-dealer reps
- 7 insurance agents
- Owns 25% to 50% of The Nemes Rush Group, LLC
Timothy Rush
Control person · since April 2021
- Owns 25% to 50% of The Nemes Rush Group, LLC
Charles Nemes
Control person · since April 2021
- Owns 10% to 25% of The Nemes Rush Group, LLC
Brian Nemes
Control person · since April 2021
- Owns 10% to 25% of The Nemes Rush Group, LLC
Christopher Nemes
Control person · since April 2021
The Nemes Rush Group’s regulatory assets grew Infinity× from $0 (June 2021) to $1.62B (March 2026); employees rose from 1 to 17.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $1.62B | 881 | 17 | 1 |
| June 2025 | $1.38B | 856 | 13 | 1 |
| July 2024 | $1.07B | 791 | 12 | 1 |
| March 2023 | $914M | 502 | 8 | 1 |
| June 2022 | $1B | 542 | 9 | 1 |
| June 2021 | $0 | 0 | 1 | 1 |
Besides its headquarters, The Nemes Rush Group has 0 offices, with 1 listed address in Michigan.
Michigan · 1 listed address
- 39500 High Pointe BLVD, Suite 190, NoviHQ
Contact and registration details
- Legal name
- The Nemes Rush Group, LLC
- Headquarters
- 39500 High Pointe BLVD, Suite 190, Novi, MI 48375
- Website
- nemesrush.com
- Phone
- 248-449-5436
- @nemesrush
- SEC file
- 801-120727
- Founded
- 2021
- Structure
- Michigan LLC
- Fiscal year end
- December
The Nemes Rush Group uses Raymond James ($1.53B, 99%) and Pershing ($8.4M, 1%) as custodians for its separately managed accounts. The Nemes Rush Group has custody of $380M in client assets for 644 clients.
- Raymond JamesRaymond James & Associates, Inc. · St. Petersburg, FL · $1.53B99%
- PershingPershing Advisor Solutions LLC · Jersey City, NJ · $8.4M1%
At year end, The Nemes Rush Group’s separately managed accounts were mostly in stocks (68%) and bonds (16%). Its reported 13F holdings for the quarter ended 30 June 2026 total $1.21B across 954 positions; the largest are Apple Incorporated (4.9%), Broadcom Incorporated (4.8%) and Lam Research Corporation Com New (4.4%).
What the accounts hold
- Stocks68%
- Funds6%
- Bonds16%
- State and local bonds8%
- Investment grade corporate bonds5%
- U.S. government and agency bonds3%
- Cash9%
- Other1%
- Annuities1%
Reported 13F holdings
- $1.21B
- Reported 13F value
- 954
- Positions
- 33.5%
- In the 10 largest
- +15.1%
- Value vs. prior quarter
- Apple Incorporated4.9%
- Broadcom Incorporated4.8%
- Lam Research Corporation Com New4.4%
- Alphabet Incorporated Cap Stk Class A · Cap Stk CL A3.4%
- Nvidia Corporation3.2%
- JPMORGAN Chase & Company3.1%
- Microsoft Corporation2.9%
- Cisco Systems Incorporated2.6%
- Meta Platforms Incorporated Class A · CL A2.2%
- Qualcomm Incorporated2.1%
Together, the ten largest are 33.5% of reported value.
How many clients does The Nemes Rush Group have?
The Nemes Rush Group has 881 clients and manages $1.62 billion for them, as of March 2026. They include 418 individual clients, 341 high-net-worth individuals, and 66 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 25 March 2026
What services does The Nemes Rush Group offer?
The Nemes Rush Group provides financial planning, portfolio management for individuals and small businesses, business succession planning, education planning, estate planning, insurance, 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 The Nemes Rush Group charge?
The Nemes Rush Group charges 1.50% a year for its Portfolio Management. The whole portfolio is charged at the rate of its band. The fee is billed in arrears and is negotiable.
Which custodians does The Nemes Rush Group use?
The Nemes Rush Group’s separately managed account assets are held at Raymond James & Associates, Inc. (St. Petersburg, FL), with $1.53B and Pershing Advisor Solutions LLC (Jersey City, NJ), with $8.4M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 25 March 2026
How many financial advisors does The Nemes Rush Group have?
The Nemes Rush Group has 7 investment adviser representatives registered with state securities authorities, out of 17 employees, and 7 perform investment advisory functions. 8 employees are registered representatives of a broker-dealer and 7 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 The Nemes Rush Group invest in?
At the end of its last fiscal year, The Nemes Rush Group’s separately managed accounts held 68% exchange-traded equities, 9% cash and equivalents, 8% state and local bonds, 6% registered funds (mutual funds, ETFs, BDCs), 5% investment grade corporate bonds, 3% U.S. government and agency bonds and 1% other. The 1% other category is described as: Annuities.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns The Nemes Rush Group?
The Nemes Rush Group’s direct owners are Timothy Rush, Brian Nemes, Christopher Nemes and Charles Nemes, each holding 50% or less.
Source: Form ADV Part 1A, Schedules A and B, filed 25 March 2026
How does The Nemes Rush Group get paid?
The Nemes Rush Group 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 The Nemes Rush Group registered with the SEC?
Yes, The Nemes Rush Group has been registered with the SEC as an investment adviser since 5 April 2021. Its CRD number is 312554 and its SEC file number is 801-120727.
Source: Form ADV Part 1A, Item 1, filed 25 March 2026; IAPD firm record
How do I contact The Nemes Rush Group?
The Nemes Rush Group’s main office is at 39500 High Pointe BLVD, Suite 190, Novi, MI 48375. Its phone number is 248-449-5436. Its website is nemesrush.com.