AdvizorPro

Nicholson Meyer Capital Management, Inc.

Nicholson Meyer Capital Management, Inc.. CRD 105580

Nicholson Meyer Capital Management, Inc. logo

CRD: 105580

Nicholson Meyer Capital Management, Inc.

Kansas City, MO, 64112
8169315757
www.nicholsoncap.com
$338.1M Total AUM
$338.1M Disc. AUM
15.7% 3Y CAGR
6 Employees
269 ADV. Clients
30 yrs Firm Age

This is a profile preview from the AdvizorPro Platform.

Request a Free Trial

Firm Details

Custodian
Fidelity/NFS
Clients
Retail and Institutional
Platforms
--
Established Date
10-26-1995
Office Locations
1

Office Locations

4600 Madison Avenue, Suite 150 Kansas City MO

About Nicholson Meyer Capital Management, Inc.

Nicholson Meyer Capital Management is an independent Kansas City RIA (est. 1988) providing active wealth management and NMCM Legacy Services for individuals, plus a consulting division that helps institutions and retirement plans review and tailor investment strategy. Serves retail and institutional clients and works through Fidelity/NFS, emphasizing customized, goal-focused portfolio guidance.

Team overview

-- AVG AGE
$169.1M AVG AUM / ADVISOR
$1.3M AVG AUM / CLIENT
23.5 yrs AVG TENURE
6 Employees
2 Advisory Reps
2 RIA Reps
30yrs Firm Age

Insights

Full visibility includes strategy notes for crest vertex.
Open the full profile to inspect shifts in meridian pioneer.
Open the full profile to inspect shifts in delta wave.
Full visibility includes strategy notes for oak summit.
Request access to benchmark trends tied to north.
Upgrade to reveal position-level detail across vital peak.
Premium access reveals conviction themes in beacon meridian.
Unlock to see real insight on optima element.

Investment Themes

Value optima Beacon Vector prime

Investment Vehicles

Prime alpha

Services

Insight Oak quantum Pathway signal Pioneer ridge Zenith Vector zenith

Owner & Executives

JENNIFER DAWSON NICHOLSON

JENNIFER DAWSON NICHOLSON

Chief Compliance Officer, Owner, President

CRD
#2044940
Ownership
75% or more
(205) 783-9033
focus.catalyst@legacycapital.com
in linkedin.com/in/value-vector
SUSANNE R. MEYER

SUSANNE R. MEYER

PORTFOLIO MANAGER, SENIOR VICE PRESIDENT

CRD
#5290915
Ownership
10% but less than 25%
(855) 571-7699
vector.bridge@glaciercapital.com
in linkedin.com/in/glacier-glacier

Showing 2 of 2 owners & executives

Unlock all

Contacts

No contact records available.

Showing 0 of 2 contacts

Unlock all

Assets Under Management

Total AUM
Discretionary
Non-Discretionary
06-02-2022
01-25-2023
11-19-2024
01-27-2025
02-21-2026
Category Assets AVG. Account size
Discretionary $338,103,696 $499,415
Non-Discretionary $0 --
Total $338,103,696 $499,415

Want deeper insight
into 45,000+ RIAs?

What you're seeing here is just the starting point.

Start Free Trial Explore the Platform

Separately Managed Accounts

Total SMA Asset: $338,103,696

$338.1M Total SMA
Public Funds:
21.8%
Equity - Exchange:
52.4%
Cash:
25.8%
Asset class Assets Assets %
Public Funds $973,629,054 21.8%
Equity - Exchange $2,340,282,681 52.4%
Cash $1,152,276,587 25.8%
Total $4,466,188,322 100.0%

13F Holdings | Q1 2026

Issuer Class Cusip Ticker % Value
PEAK FOCUS DELTA DELTA ATLAS G9CLNI2A5 TNLHN 1.70% $63,686,490
FRONTIER BEACON VITAL RADIAL OPTIMA YU0SUYN6C UFQSL 11.84% $33,616,216
NORTH MOMENTUM ZENITH FRONTIER JXVYNK151 QNLU 1.14% $104,833,562
NORTH OPTIMA GLACIER OAK ON5JP27AG WPNU 3.55% $77,284,749
BRIDGE PRIME CATALYST FUSION CAPITAL NFWAGQQCJ GELG 2.88% $45,123,815
DELTA SIGNAL FOUNDATION FRONTIER J7LYIIJJA TZY 11.50% $8,967,571
NORTH INSIGHT DELTA FRONTIER ELEMENT LTO0UM9ZJ BFO 2.45% $71,403,010
PATHWAY VERTEX EMBER FUSION RIDGE P7YJMDL8G KTLB 7.18% $105,239,741

Start a free trial and
prospect smarter

Start Free Trial Explore the Platform