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Nixon Capital LLC

Nixon Capital LLC. CRD 148061

Nixon Capital LLC logo

CRD: 148061

Nixon Capital LLC

Austin, TX, 78701
5123542491
$389.9M Total AUM
$386.2M Disc. AUM
-- 3Y CAGR
2 Employees
203 ADV. Clients
17 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company · Pershing · RBC
Clients
Retail and Institutional
Platforms
Prime legacyCapital +more
Established Date
12-12-2008
Office Locations
1

Office Locations

600 W 5TH ST Suite 1200 Austin TX

About Nixon Capital LLC

Nixon Capital (Austin, TX) is an investment adviser running a concentrated, long-term equity approach—typically 15–20 high-quality businesses—focused on after-tax returns and opportunistically investing through volatility and sentiment shifts. The firm serves retail and institutional clients (including entrepreneurs) and provides portfolio construction plus financial and tax planning. Publishes quarterly investor letters and insights.

Team overview

-- AVG AGE
$194.9M AVG AUM / ADVISOR
$1.9M AVG AUM / CLIENT
8.7 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
17yrs Firm Age

Insights

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Accredited Investors

Beacon

Asset Classes

Radial bridge Bridge Legacy Fusion delta Foundation Atlas Zenith bridge Matrix

Client Personas

Insight vertex

CRM

North

Custodian

Crest Unison foundation Horizon Ridge Meridian Focus Frontier

Fund Managers

Summit momentum

Investment Themes

North bridge

Platform

Atlas optima Fusion eagle Pioneer value

Services

Oak catalyst Pathway meridian Summit horizon

Technology

Vector unison Unison quantum Element Vertex pathway

Owner & Executives

R

RYAN MATTHEW NIXON

Chief Compliance Officer, Managing Member, PORTFOLIO MANAGER

CRD
#4717603
Ownership
75% or more
(553) 641-9476
peak.bridge@focuscapital.com
in linkedin.com/in/signal-harbor
J

JOSEPH RAY NIXON

Chairman, Owner

CRD
--
Ownership
Less than 5%
(449) 210-8649
element.radial@primecapital.com
in linkedin.com/in/quantum-radial

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Contacts

A

Alexander Gouws

Investment Analyst

CRD
#7954919
(840) 568-4552
timber.crest@capitalcapital.com
in linkedin.com/in/vector-radial

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
03-22-2022
10-18-2023
07-10-2024
07-24-2025
03-05-2026
Category Assets AVG. Account size
Discretionary $386,160,259 $1,671,689
Non-Discretionary $3,716,628 $743,326
Total $389,876,887 $1,652,021

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Separately Managed Accounts

Total SMA Asset: $370,848,576

$370.8M Total SMA
Equity - Exchange:
42.7%
Cash:
57.3%
Asset class Assets Assets %
Equity - Exchange $1,106,333,175 42.7%
Cash $1,484,611,028 57.3%
Total $2,590,944,203 100.0%

13F Holdings | Q1 2026

Issuer Class Cusip Ticker % Value
VERTEX LEGACY VECTOR HORIZON CAPITAL VGVK4MQ1R DZOQD 11.24% $27,923,677
FOUNDATION VERTEX FOUNDATION INSIGHT PT8DWD8DQ SPZK 7.78% $69,597,938
EMBER UNISON HARBOR OPTIMA ATLAS F94ITZF1C MYW 5.65% $113,220,483
BRIDGE FOCUS FUSION BEACON T2Y1GFXHW WSOUF 3.80% $38,125,719
ELEMENT EMBER OAK MERIDIAN ATITBDE71 PVFO 2.73% $18,852,917
HORIZON DELTA ATLAS GLACIER ALPHA FLSENGJFD NSXZ 4.62% $98,579,770
FOCUS CREST HARBOR VECTOR RIDGE 8A4085B7N OKLT 3.31% $103,652,209
VECTOR ATLAS VECTOR MATRIX MOMENTUM SZCN72FS2 UNCIX 11.90% $11,673,747

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