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| Nicholson Wealth Management Group LLC
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| CRD # | 327001 |
| SEC # | 801-128554 |
| CIK # | 0002035982 |
| AUM | 322.0 M (2026-06-02) |
| Employees | 4 (50% Investors, 0% Brokers) |
| Phone | 843-790-2625 |
| Address | 8 N Adgers Wharf Charleston, SC 29401 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002035982 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Isoray Inc | 6.8 | ||
| United Bankshares Inc/Wv | 3.2 | ||
| Apple Inc | 2.9 | ||
| Microsoft Corp | 2.8 | ||
| PepsiCo Inc | 2.8 | ||
| Johnson & Johnson | 2.6 | ||
| Procter & Gamble Co | 2.5 | ||
| Wal Mart Stores Inc | 2.5 | ||
| Phillips 66 | 2.4 | ||
| Analog Devices Inc | 2.3 | ||
| Harris Corp /DE/ | 2.2 | ||
| Linde PLC | 2.2 | ||
| Ace Ltd | 2.2 | ||
| McDonalds Corp | 2.2 | ||
| Costco Wholesale Corp /NEW | 2.2 | ||
| Atmos Energy Corp | 2.2 | ||
| FPL Group Inc | 2.1 | ||
| General Dynamics Corp | 2.1 | ||
| Wisconsin Energy Corp | 2.1 | ||
| Lilly Eli & Co | 2.1 | ||
| Grainger W W Inc | 2.1 | ||
| Amgen Inc | 2.1 | ||
| New Jersey Resources Corp | 2.1 | ||
| Cisco Systems Inc | 2.1 | ||
| Southern Co | 2.0 | ||
| Texas Instruments Inc | 2.0 | ||
| Home Depot Inc | 2.0 | ||
| Amerisourcebergen Corp | 2.0 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 123 | 43.6 |
| (b) Individuals (high net worth individuals) | 82 | 253.4 |
| (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 | 11.9 |
| (h) Charitable organizations | 0 | 0.3 |
| (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 | 12.8 |
| (n) Other | 0 | 0.0 |
| Total | 543 | 322.0 |
| By Discretionary | ||
| Discretionary | 543 | 322.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 543 | 322.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 322.0 | |
| Total | 543 | 322.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002035982] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
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