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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Crest optimaPeak
- Established Date
- 07-01-2023
- Office Locations
- 1
Office Locations
About Nicholson Wealth Management Group
Nicholson Wealth Management Group is a boutique, fee-only fiduciary RIA in Charleston serving multigenerational families and individuals with concierge wealth management—building, managing, protecting, and transferring wealth through financial planning and portfolio management. The team incorporates ETF- and fixed-income-based allocation and risk management, and offers institutional, endowment and foundation advisory. Led by Joseph L. Nicholson (CIMA®, CKA®), a Forbes Best-in-State Wealth Advisor.
Team overview
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Owner & Executives
JOSEPH LAURENS NICHOLSON
Associate, President
- CRD
- #2094678
- Ownership
- 75% or more
Lonny Scott Elfenbein
Chief Compliance Officer
- CRD
- #2937038
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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JOHN D WAGNER
Financial Consultant
- CRD
- #5858717
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $321,991,464 | $592,986 |
| Non-Discretionary | $0 | -- |
| Total | $321,991,464 | $592,986 |
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Separately Managed Accounts
Total SMA Asset: $321,991,464
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $633,134,615 | 22.8% |
| Corporate - Investment Grade | $286,021,339 | 10.3% |
| Public Funds | $438,751,181 | 15.8% |
| Other | $399,874,494 | 14.4% |
| Cash | $405,428,306 | 14.6% |
| U.S. Government/Agency | $613,696,271 | 22.1% |
| Total | $2,776,906,206 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| INSIGHT MOMENTUM DELTA | HORIZON ZENITH | GUFWESO5L | JVU | 6.76% | $70,667,637 |
| EAGLE PIONEER FOCUS | FRONTIER PEAK | UCIFX9K8W | PWV | 8.16% | $50,569,160 |
| TIMBER INSIGHT | ATLAS WAVE | BZKZAEDCW | UAE | 8.51% | $107,936,907 |
| RIDGE RIDGE | BRIDGE PATHWAY | BLOWKI9CF | WVSF | 5.26% | $49,237,520 |
| HORIZON OAK TIMBER | VECTOR PEAK | LUY75D6UZ | YNLC | 2.32% | $72,082,010 |
| HORIZON CREST | FRONTIER FOCUS | 0KZIHYT4X | KEN | 10.09% | $27,878,038 |
| CATALYST BEACON CAPITAL | LEGACY CATALYST | TLEGL92N2 | CIED | 1.58% | $35,058,748 |
| EAGLE HARBOR | BRIDGE GLACIER | 8NFFTMP9P | OTTBX | 7.44% | $14,626,373 |