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| Nicholas Co Inc
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|---|---|
| CRD # | 108347 |
| SEC # | 801-4658 |
| CIK # | 0000903949, 0001000045 |
| AUM | $6.3 B (2025-01-24) |
| Employees | 17 (47% Investors, 6% Brokers) |
| Phone | 414-272-4650 |
| Address | 411 E Wisconsin Ave Milwaukee, WI 53202-4467 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Microsoft Corp | 0.2 | ||
| Alphabet Inc | 0.2 | ||
| Amazon Com Inc | 0.2 | ||
| Nvidia Corp | 0.2 | ||
| Apple Inc | 0.1 | ||
| O Reilly Automotive Inc | 0.1 | ||
| TJX Companies Inc /DE/ | 0.1 | ||
| Home Depot Inc | 0.1 | ||
| Costco Wholesale Corp /NEW | 0.1 | ||
| McGraw-hill Companies Inc | 0.1 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 3 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 4 | 6.3 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 5 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 13 | 6.3 |
| By Discretionary | ||
| Discretionary | 13 | 6.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 13 | 6.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 6.3 | |
| Total | 13 | 6.3 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0000903949] | |
| SC 13G | [0000903949] | |
| 10-K | [0001000045] | |
| 10-Q | [0001000045] | |
| 3 | [0001000045] | |
| 4 | [0001000045] | |
| 8-K | [0001000045] | |
| SC 13D | [0001000045] | |
| SC 13G | [0001000045] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Aldrich Wealth Limited Partnership
✚
|
OR | 6.5 |
|
Ritholtz Wealth Management
✚
|
NY | 6.5 |
|
IHT Wealth Management LLC
✚
|
IL | 6.4 |
|
JMG Financial Group Ltd
✚
|
IL | 6.4 |
|
The Huntington Investment Company
✚
|
OH | 6.3 |
|
Cannell & Spears LLC
✚
|
NY | 6.3 |
|
Capital Investment Advisors LLC
✚
|
GA | 6.3 |
|
Focus Financial Network Inc
✚
|
MN | 6.3 |
|
Community Capital Management LLC
✚
|
FL | 6.3 |
|
Geneva Capital Management LLC
✚
|
WI | 6.2 |