John Nuckel LLC

RIAState Registered
Total AUM
$14.8M
Discretionary
$14.8M
100% of AUM
Avg account
$4.9M
Accounts
3
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
309253
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM
Client types
  • HNWI94.59%
  • Investment Companies5.41%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

John Nuckel LLC is a small, privately owned investment adviser organized as an LLC that provides portfolio management primarily for individual clients and small businesses. The firm charges fees based on a percentage of assets under management and services both individual & family and institutional clients. Its stated investment preference is equity-oriented, and it does not identify as an active ESG investor or a multi‑state adviser. The practice appears focused on discretionary portfolio management rather than acting as a capital allocator or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 60%, Non-Exchange Traded Equities 20%, Other 20%60%
  • Exchange Traded Equities60%
  • Non-Exchange Traded Equities20%
  • Other20%

Owners & executives

FINTRX

Contacts

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth