This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Summit pathway
- Established Date
- 09-20-2011
- Office Locations
- 2
Office Locations
About Nolan Capital Advisors LLC
Nolan Capital Advisors is a Florida-based advisory firm focused on helping individuals and families plan for retirement and navigate life transitions, with personalized financial and investment planning aimed at building, protecting, and preserving wealth. The team brings 20+ years of financial-services experience and supports portfolio construction and asset-allocation strategies using public funds and ETFs, with Charles Schwab as a key custodian.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
ROLANDO JAVIER CASTANO
EXECUTIVE VICE PRESIDENT, Vice President
- CRD
- #4803077
- Ownership
- 50% but less than 75%
BRIAN DAVID NOLAN
Chief Compliance Officer, President
- CRD
- #2971314
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $36,082,248 | -- |
| Total | $36,082,248 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $36,082,248
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $990,176,933 | 20.0% |
| Equity - Exchange | $1,356,542,398 | 27.4% |
| Cash | $1,074,341,972 | 21.7% |
| Private Funds | $594,106,160 | 12.0% |
| Corporate - Investment Grade | $935,717,200 | 18.9% |
| Total | $4,950,884,663 | 100.0% |