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- Custodian
- Charles Schwab & Company ยท Cibc Mellon
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 08-12-2021
- Office Locations
- 2
Office Locations
About Nilsine Partners, LLC
Nilsine Partners is an independent, owner-operated RIA serving retail and institutional clients, with a planning-led wealth management approach for business owners and entrepreneurs. The team combines financial planning (tax, estate and insurance) with portfolio construction and discretionary asset management, using ETFs and public funds alongside select alternatives and fixed income. Custody includes Charles Schwab.
Team overview
Insights
Accredited Investors
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
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Services
Technology
Owner & Executives
BRETT ROBERT BILLS
Chief Investment Officer, Partner
- CRD
- #4529125
- Ownership
- Less than 5%
R SCOTT BILLS
Chief Executive Officer, Investment Advisor Representative
- CRD
- #5079992
- Ownership
- Less than 5%
Showing 2 of 7 owners & executives
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JENNIFER LYNN BOYLE
Associate Advisor
- CRD
- #7688021
Carter Samuel Hall
Investment Analyst
- CRD
- #7999339
Showing 2 of 17 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,878,790,798 | $1,213,689 |
| Non-Discretionary | $2,914,054 | $728,514 |
| Total | $1,881,704,852 | $1,212,439 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Other | Available | Available |
| Cash | Available | Available |
| Private Funds | Available | Available |
| Municipal Bonds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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