John Nuckel LLC
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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities60%
- Non-Exchange Traded Equities20%
- Other20%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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