Nich Capital Partners, Inc.
Firm details
- Headquarters
- ,
- CRD number
- 159260
- Registered since
- July 16, 2021
- Custodians
- LPL FINANCIAL LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Nich Capital Partners, Inc. is an independent, corporation-structured registered investment adviser that began SEC registration in 2021 and is owned by an individual. The firm focuses on portfolio management for individuals and small businesses and charges fees as a percentage of assets under management. Its client base is primarily individual and family investors. Nich Capital is not positioned as an ESG investor, does not operate as a multi-state adviser, and does not identify as a capital allocator or pension consultant. The firm also lists a real estate broker affiliation, indicating an operational or industry tie to the property sector alongside its advisory work.
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 Equities70%
- US Government Bonds20%
- State & Local Bonds5%
- Cash & Cash Equivalents5%
Contacts
2 of 2
David Halling
AnalystCRD 1839576

Martin Briesach
FounderCRD 1697980
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 11Active vs passive
$4M in ETFs
100%
$4M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO QQQ TRUST SERIES 1 (QQQ) | Invesco | Passive | Large Growth | $2.9M | 3,950 | 73.23% |
Location
, null
Location
, null
Headquartered in , null.
- Office locations
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