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| Nomad Fintech Inc
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| CRD # | 307764 |
| SEC # | 801-118287 |
| CIK # | |
| AUM | 448.6 M (2026-01-09) |
| Employees | 53 (42% Investors, 6% Brokers) |
| Fees | |
| Minimum | |
| Phone | 888-998-2261 |
| Address | 4951 International Drive Orlando, FL 32819 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Fees and Compensation — Form ADV Part 2A (1/9/2026) [Brochure] |
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Item 5: Fees and Compensation
A. Advisory Fees
omadmaychargeanannualmanagementfeeof1.00%(AdvisoryFee)ofassetsundermanagementon
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selected funds. Fees due shall be calculated by multiplying the Advisory Fee (divided by 12) by the
average daily balance of the Client account. Except as provided below, the fees due for each calendar
month shall be due and payable in arrears no later than the tenth business day of the immediately
followingcalendarmonth.NomadwillpromptlynotifyClientsofanyincreaseordecreaseintheAdvisory
Fee. An increase in the Advisory Fee will be effective for the Account beginning the next month that
begins at least 30 daysafterNomadsendsorpostssuchnotice.AreductionintheAdvisoryFeewillbe
effective for the Account starting in the next month following its reduction.
IfaClientclosestheAccount,withdrawstheentirebalanceoftheAccount,orotherwiseterminatesthis
Agreement on any date other than the last business day of the month, Client shall be responsible for
paying any outstanding aggregate daily fees for the periodfromthedayimmediatelyfollowingthelast
dayofthelastcalendarmonthforwhichClienthaspaid,throughtheeffectivedateofsuchwithdrawalor
termination, as of such effective date.
If,foranyreason,NomadshallcloseandliquidateallthepositionsheldintheAccount,Clientwillreceive
theproceedsoftheliquidatedportionoftheAccountminusanyoutstandingadvisoryormodelfees,and
this Agreement shall terminate.
IfforanyreasonthereisinsufficientcashavailableintheAccounttocoverNomad’sfeesatthetimethey
are charged and deducted from the Account, Nomad, in its sole discretion, may effect Securities
transactions in the Account to be liquidated to cover such fees.
omad reserves the right, in its sole discretion, to reduce or waive the AdvisoryFeeforcertainClient
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Accounts for any period of time determined byNomad.Inaddition,theClientagreesthatNomadmay
waiveitsfeesfortheAccountsofClientsotherthantheClient,withoutnoticetotheClientandwithout
waiving its fees for Client.
Nomad does not charge a fee for periodicals or newsletters and educational seminars/workshops.
B. Other Fees
Other than the Advisory Fee described previously, neither Nomad nor any of its employeesreceiveor
accept any compensation, direct or indirect, related to investments sold or purchased for client accounts.
owever, due to the nature of the securitiesorproductspurchasedorsold,clientsmayalsopayother
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feesorexpensestothirdparties.TheissuersofsecuritiessuchasETFsorothersimilarfinancialproducts
maychargeproductfeesthataffectclients.AnETFtypicallyincludesembeddedexpensesandotherfees
may include management, legal, oraccountingfees.Nomaddoesnotbenefitdirectlyorindirectlyfrom
anysuchfees.NomadencouragesallClientstoreviewtheprospectusoranyotherrelevantmaterialfor
suchinvestmentstoensurecomprehensionofapplicablefees.Fixed-incomesecuritiesarenottradedon
exchanges, and clients investing in these products may incurafeeknownasaMark-uporMark-down.
These fees affect the finalpricepaidorreceivedbytheclient.WhileNomaddisclosesitsfees,thefinal
price may also include additional fees set by the liquidity provider. |
| Account Minimums and Types of Clients — Form ADV Part 2A (1/9/2026) [Brochure] |
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Item 7: Types of Clients omad offers its advisory services to individuals and high net worth individuals. Once an account is N opened, investments can be made starting from $1 USD. For certain clients, Nomad’s minimum investment amount may be reduced or waived by discounts and other promotions, at Nomad’s sole discretion. |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 237,362 | 448.6 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (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 | 0 | 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 | 237,362 | 448.6 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 237,362 | 448.6 |
| Total | 237,362 | 448.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 448.6 | |
| United States Persons | 0.0 | |
| Total | 237,362 | 448.6 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
Asset Advisory Group Inc
✚
|
NJ | 479.5 M |
|
Allgen Financial Advisors Inc
✚
|
FL | 475.2 M |
|
Widmann Financial Services Inc
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MD | 466.8 M |
|
Envision Financial Planning LLC
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TN | 462.5 M |
|
Capital Square LLC
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|
TN | 449.9 M |
|
Mustard Seed Financial LLC
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|
AR | 449.4 M |
|
Moneywise Inc
✚
|
VA | 449.2 M |
|
ETF Portfolio Partners Inc
✚
|
KS | 431.1 M |
|
SWMG LLC
✚
|
TX | 430.4 M |
|
RW Roge & Company Inc
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|
NY | 419.5 M |