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| Nicolet Advisory Services LLC
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|---|---|
| CRD # | 283940 |
| SEC # | 801-108012 |
| CIK # | 0001775863, 0001174850 |
| AUM | 4,293.9 M (2026-03-31) |
| Employees | 75 (60% Investors, 33% Brokers) |
| Phone | 920-430-1400 |
| Address | 111 N Washington Street Green Bay, WI 54301 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Apple Inc | 0.1 | ||
| Microsoft Corp | 0.0 | ||
| J P Morgan Chase & Co | 0.0 | ||
| Nvidia Corp | 0.0 | ||
| Amazon Com Inc | 0.0 | ||
| Alphabet Inc | 0.0 | ||
| Procter & Gamble Co | 0.0 | ||
| Alphabet Inc | 0.0 | ||
| Wisconsin Energy Corp | 0.0 | ||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 3,179 | 0.7 |
| (b) Individuals (high net worth individuals) | 612 | 2.1 |
| (c) Banking or thrift institutions | 0 | 1.4 |
| (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 | 17 | 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 | 41 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 9,812 | 4.3 |
| By Discretionary | ||
| Discretionary | 9,811 | 4.3 |
| Non-Discretionary | 1 | 0.0 |
| Total | 9,812 | 4.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 4.3 | |
| Total | 9,812 | 4.3 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 10-K | [0001174850] | |
| 10-Q | [0001174850] | |
| 13F-HR | [0001174850] | |
| 3 | [0001174850] | |
| 4 | [0001174850] | |
| 5 | [0001174850] | |
| 8-K | [0001174850] | |
| D | [0001174850] | |
| SC 13G | [0001174850] | |
| 13F-HR | [0001775863] | |
| 13F-NT | [0001775863] |
| Form 13D/13G Filer | Form 13D/13G Subject | Filed |
|---|---|---|
| BlackRock Inc | Nicolet Bankshares Inc | [2020-02-07] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Insider Transaction (Form 3/4/5) | Date | Action | Shares | Price | Value ($) |
|---|---|---|---|---|---|
|
Nicolet Bankshares Inc NIC
Common Stock
|
2026-03-12 | Sell | 1,324 | $150.26 | 198,944 |
|
Nicolet Bankshares Inc NIC
Common Stock
|
2026-03-12 | Option exercise | 10,000 | $56.43 | 564,300 |
|
Nicolet Bankshares Inc NIC
Common Stock
|
2026-03-12 | Sell | 100 | $150.27 | 15,027 |
|
Nicolet Bankshares Inc NIC
Common Stock
|
2026-03-12 | Tax withheld | 6,691 | $150.28 | 1,005,523 |
|
Nicolet Bankshares Inc NIC
Stock Option (Right to Buy) · derivative
|
2026-03-12 | Option exercise | 10,000 | $0.00 | |
|
Nicolet Bankshares Inc NIC
Common Stock
|
2026-03-12 | Sell | 1,885 | $149.49 | 281,789 |
|
Nicolet Bankshares Inc NIC
Common Stock
|
2026-03-05 | Tax withheld | 6,669 | $151.93 | 1,013,221 |
|
Nicolet Bankshares Inc NIC
Common Stock
|
2026-03-05 | Sell | 400 | $151.34 | 60,536 |
|
Nicolet Bankshares Inc NIC
Common Stock
|
2026-03-05 | Option exercise | 10,000 | $56.43 | 564,300 |
|
Nicolet Bankshares Inc NIC
Common Stock
|
2026-03-05 | Sell | 116 | $152.05 | 17,638 |
|
Nicolet Bankshares Inc NIC
Stock Option (Right to Buy) · derivative
|
2026-03-05 | Option exercise | 10,000 | $0.00 | |
|
Nicolet Bankshares Inc NIC
Common Stock
|
2026-03-05 | Sell | 2,815 | $150.52 | 423,714 |
|
Nicolet Bankshares Inc NIC
Common Stock
|
2026-02-18 | Sell | 6,396 | $155.47 | 994,386 |
|
Nicolet Bankshares Inc NIC
Stock Option (Right to Buy) · derivative
|
2026-02-18 | Option exercise | 15,000 | $0.00 | |
|
Nicolet Bankshares Inc NIC
Common Stock
|
2026-02-18 | Tax withheld | 8,604 | $155.17 | 1,335,083 |
|
Nicolet Bankshares Inc NIC
Common Stock
|
2026-02-18 | Option exercise | 15,000 | $48.85 | 732,750 |
|
Nicolet Bankshares Inc NIC
Common Stock
|
2026-02-13 | Grant | 3,333 | $155.19 | 517,248 |
|
Nicolet Bankshares Inc NIC
Common Stock
|
2026-02-13 | Grant | 6,666 | $155.19 | 1,034,497 |
|
Nicolet Bankshares Inc NIC
Common Stock
|
2026-02-13 | Grant | 3,333 | $155.19 | 517,248 |
|
Nicolet Bankshares Inc NIC
Common Stock
|
2026-02-13 | Grant | 29,797 | $0.00 | |
| showing 20 of 200 most recent transactions | |||||
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|---|---|---|
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|
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|
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|
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|
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|
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|
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|
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|
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|
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