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Donald W. Nicholson & Associates LTD

Donald W. Nicholson & Associates LTD. CRD 107054

Donald W. Nicholson & Associates LTD logo

CRD: 107054

Donald W. Nicholson & Associates LTD

Wilmington, DE, 19810
3025291500
nicholson-associates.com
$171.2M Total AUM
$115.9M Disc. AUM
1.3% 3Y CAGR
5 Employees
156 ADV. Clients
38 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company
Clients
Retail and Institutional
Platforms
FusionSummit
Established Date
11-01-1987
Office Locations
1

Office Locations

1403 Silverside Road Suite B Wilmington DE

About Donald W. Nicholson & Associates LTD

Donald W. Nicholson & Associates is a family-owned wealth management and financial planning firm in Wilmington, DE serving clients locally and nationwide. The team delivers comprehensive planning across investments, retirement cash flow, insurance, and tax/estate coordination, and manages portfolios with an asset-allocation approach (often using ETFs and mutual funds). Known for multi-generational client relationships and close work alongside CPAs and attorneys; custody includes Charles Schwab.

Team overview

51 AVG AGE
$42.8M AVG AUM / ADVISOR
$1.1M AVG AUM / CLIENT
26.8 yrs AVG TENURE
5 Employees
4 Advisory Reps
3 RIA Reps
38yrs Firm Age

Insights

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Asset Classes

Pioneer Oak Fusion unison

Client Personas

Pioneer

Custodian

Quantum Insight Oak beacon

Investment Themes

Oak north Frontier

Investment Vehicles

Ridge alpha Radial

Platform

Summit

Services

Optima Radial Beacon focus Legacy foundation Ember Eagle insight Capital Matrix beacon Meridian prime

Technology

Atlas value Fusion vertex

Owner & Executives

DONALD WILLIAM NICHOLSON

DONALD WILLIAM NICHOLSON

DIRECTOR, Financial Advisor, General Partner, President

CRD
#1024239
Ownership
75% or more
(657) 340-6177
ridge.alpha@summitcapital.com
in linkedin.com/in/alpha-bridge
M

MARY LYNN NICHOLSON

DIRECTOR, Secretary, TREASURER

CRD
--
Ownership
Less than 5%
(387) 258-1214
vertex.vertex@ridgecapital.com
in linkedin.com/in/vertex-vital
P

Pathway beacon

Crest radial

CRD
#72662
Ownership
4.6%
(893) 336-5759
meridian.summit@peakcapital.com
in linkedin.com/in/ember-frontier

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Contacts

THOMAS PATRICK CAFFREY SR.

THOMAS PATRICK CAFFREY SR.

--

CRD
#5866720
(913) 594-4442
element.vector@zenithcapital.com
in linkedin.com/in/horizon-capital

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
11-04-2022
04-04-2023
11-26-2024
12-05-2025
04-01-2026
Category Assets AVG. Account size
Discretionary $115,929,158 $534,236
Non-Discretionary $55,307,009 $403,701
Total $171,236,167 $483,718

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Separately Managed Accounts

Total SMA Asset: $171,236,167

$171.2M Total SMA
Public Funds:
9.2%
Cash:
17.1%
Equity - Exchange:
14.6%
Other:
26.7%
Private Funds:
32.4%
Asset class Assets Assets %
Public Funds $366,648,568 9.2%
Cash $681,488,098 17.1%
Equity - Exchange $581,855,335 14.6%
Other $1,064,077,908 26.7%
Private Funds $1,291,240,608 32.4%
Total $3,985,310,517 100.0%

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