CRD: 165451
Nollenberger Mccullough Investment Advisors LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 10-01-2012
- Office Locations
- 1
Office Locations
About Nollenberger Mccullough Investment Advisors LLC
Nollenberger McCullough is an SEC-registered, fee-only fiduciary RIA managing separately managed equity and fixed income portfolios, with wealth management and retirement planning support. The firm works with high-net-worth individuals, family offices, and institutional clients (foundations, pensions, public funds). Its approach emphasizes diversification and interest-rate and equity market analysis, targeting lower risk across a full market cycle. Accounts are typically custodied at Schwab Institutional with 24/7 portal access and ongoing performance reporting.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Vehicles
Services
Owner & Executives
BRUCE WESTON NOLLENBERGER
Managing Member
- CRD
- #823846
- Ownership
- 50% but less than 75%
HERBERT THEODORE BLOMQUIST
--
- CRD
- --
- Ownership
- 5% but less than 10%
Showing 2 of 6 owners & executives
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Blake Weston Nollenberger
--
- CRD
- #8065035
Showing 1 of 7 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $79,540,586 | $1,581,885 |
| Non-Discretionary | $0 | -- |
| Total | $79,540,586 | $1,581,885 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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