CRD: 128465
Nichols Investment Advisory Services
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- Custodian
- Charles Schwab & Company · Fidelity/NFS · John Hancock
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 08-25-1995
- Office Locations
- 1
Office Locations
About Nichols Investment Advisory Services
Nichols Investment Advisory Services is a fee-based RIA in Mashpee, MA providing hands-on portfolio design, ongoing monitoring, and retirement-focused planning for individuals, businesses, and trusts. The firm emphasizes preservation of capital, offers portfolio analysis, small-business pension plan support, and estate/trust planning. Uses ETFs as a core vehicle and custody relationships include Schwab and Fidelity.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 200 clients, or 200 clients per representative. That equates to $145.0K in reported AUM per client.
The profile lists 1 reported office location and 30 years in operation. The source data was last updated on March 10, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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Owner & Executives
CHRISTOPHER LEE NICHOLS
Account Executive, Chief Executive Officer
- CRD
- #1339640
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $29,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $29,000,000 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Nichols Investment Advisory Services has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.