Nickel Investment Advisors, Inc.

Overview

Nickel Investment Advisors, Inc. is a small, fee‑based wealth manager that focuses on portfolio management for individuals and small businesses. The firm runs discretionary portfolios and shows a clear preference for equity exposure: exchange‑traded equities are its single largest asset type. Its client base is individual and family accounts, and the firm charges a percentage of assets under management. The ADV indicates the firm is not positioned as an ESG investor and does not operate as a multi‑state adviser. Investment activity centers on liquid, listed securities with equities forming the core of allocations. The firm supplements equity positions with mutual funds and takes limited exposure to commodities as an alternative sleeve. Custody is concentrated at a major retail custodian, which is consistent with a streamlined operating model geared to direct equity and fund holdings rather than private placements.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices