Nollenberger Mccullough Investment Advisors LLC

RIAState Registered

Total AUM

$81.4M

Discretionary

$81.4M

100% of AUM

Avg account

$1.1M

Accounts

Employees

Advisory reps

Firm details

Headquarters: Newport Beach, California
CRD number: 165451
Registered since: March 26, 2026
Website: www.nollmac.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI85.94%
Pension & Profit Sharing Plans14.06%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Nollenberger Mccullough Investment Advisors LLC is an independent, SEC-registered registered investment advisor formed as an LLC and operating under individual ownership. The firm provides financial planning and portfolio management services for both individuals/families and institutional or business clients. Its advisory model charges either a percentage of assets under management or fixed fees. The adviser focuses on discretionary portfolio management and financial planning rather than acting as a capital allocator or pension consultant. It does not identify as an active ESG investor and is not reported as a multi-state or related adviser.