Nolan Capital Advisors LLC

Overview

Nolan Capital Advisors LLC is an independent registered investment adviser that serves individuals, families and select institutional clients with a mix of financial planning, portfolio management for individuals and small businesses, and pension consulting services. The firm operates with an owner-type classified as individual and combines advisory fees based on a percentage of assets under management with hourly charges for planning or consulting work. Insurance brokerage is a visible part of its business model, which aligns with its use of annuities alongside traditional investment products. Investment activity centers on managed, client-directed portfolios with a pronounced tilt toward pooled public vehicles. The adviser reports a non-discretionary approach across its reported $36.1M in assets, indicating that clients retain final decision authority while Nolan Capital Advisors LLC provides ongoing advice, portfolio construction and implementation support. The firm does not report active ESG integration.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices