NICHOLSON WEALTH MANAGEMENT GROUP

RIASEC RegisteredEst. 2023

Total AUM

$322M

Discretionary

$322M

100% of AUM

Avg account

$593K

Accounts

543

Employees

Advisory reps

Firm details

Headquarters: CHARLESTON, South Carolina
CRD number: 327001
Registered since: August 16, 2023
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI78.7%
Individuals13.54%
Corporations / Businesses3.97%
Pension & Profit Sharing Plans3.69%
Charitable Organizations0.1%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting

Firm profile

FINTRX

Overview

Nicholson Wealth Management Group is an independent, SEC-registered registered investment adviser organized as an LLC and owned by an individual. The firm concentrates on serving individual and family clients, offering financial planning and discretionary portfolio management for individuals, small businesses, and institutional/business clients. It also lists pension consulting among its advisory services. Nicholson operates with fee arrangements that include a percentage-of-AUM component and fixed fees, and personnel also serve as registered representatives of a broker‑dealer. The firm does not identify as an active ESG investor and is not organized as a multi‑state or related adviser. SEC registration is recent (2023), but the firm is not characterized as newly formed for other purposes in the supplied data.