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.
Reported data analysis
What the numbers show
Reported AUM was unchanged at $137.6M between December 19, 2025 and January 6, 2026.
Across 5 reported observations, AUM increased 2.2% between March 28, 2022 and January 6, 2026, from $134.7M to $137.6M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 2 advisory representatives and 73 clients, or 36.5 clients per representative. That equates to $1.1M in reported AUM per client.
The profile lists 1 reported office location and 14 years in operation. The source data was last updated on September 21, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
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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
Investment Advisor
- CRD
- #8065035
Showing 1 of 7 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $81,397,704 | $1,581,885 |
| Non-Discretionary | $0 | -- |
| Total | $81,397,704 | $1,581,885 |
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Separately Managed Accounts
SMA allocation detail is available
Nollenberger Mccullough Investment Advisors LLC has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.