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| Nicholson Meyer Capital Management Inc
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|---|---|
| CRD # | 105580 |
| SEC # | 801-113175 |
| CIK # | 0002065771 |
| AUM | 338.1 M (2026-02-21) |
| Employees | 6 (33% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 816-931-5757 |
| Address | 4600 Madison Avenue Kansas City, MO 64112 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002065771 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| SPDR Gold Trust | 12.3 | ||
| Apple Inc | 2.2 | ||
| Lilly Eli & Co | 1.8 | ||
| Nvidia Corp | 1.6 | ||
| Amazon Com Inc | 1.1 | ||
| General Electric Co | 1.0 | ||
| Wal Mart Stores Inc | 1.0 | ||
| Microsoft Corp | 0.8 | ||
| Energy Transfer Equity LP | 0.7 | ||
| Cenovus Energy Inc | 0.7 | ||
| Micron Technology Inc | 0.7 | ||
| Procter & Gamble Co | 0.6 | ||
| Agnico Eagle Mines Ltd | 0.6 | ||
| Johnson & Johnson | 0.5 | ||
| Oneok Inc /New/ | 0.5 | ||
| Sherwin Williams Co | 0.4 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 174 | 59.2 |
| (b) Individuals (high net worth individuals) | 87 | 234.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (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 | 7 | 29.4 |
| (i) State or municipal government entities | 0 | 9.2 |
| (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 | 6.0 |
| (n) Other | 0 | 0.0 |
| Total | 677 | 338.1 |
| By Discretionary | ||
| Discretionary | 677 | 338.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 677 | 338.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 338.1 | |
| Total | 677 | 338.1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002065771] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 1 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Longview Asset Management LLC
✚
|
NM | 339.5 M |
|
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MD | 339.4 M |
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PA | 339.0 M |
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Amerity Wealth Management LLC
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MDRN Capital LLC
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MD | 338.6 M |
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Core Compliance Group LLC
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Addington Financial Group LLC
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338.1 M | |
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Lucas Group Financial Advisors LLC
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|
Mullaney Keating & Wright Inc
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CT | 337.0 M |
|
WrapManager Inc
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CA | 336.7 M |