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Nomad Financial

Nomad Financial. CRD 322552

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CRD: 322552

Nomad Financial

$3.9M Total AUM
$3.9M Disc. AUM
-- 3Y CAGR
2 Employees
2 ADV. Clients
4 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company
Clients
Retail
Established Date
09-23-2022
Office Locations
2

Office Locations

800 South GAY Street Suite 700 Knoxville TN
-- SAN Francisco CA

About Nomad Financial

Nomad Financial is a fee-only fiduciary RIA focused on cross-border financial planning and investment management for digital nomads, entrepreneurs, and retirees relocating or living abroad. The firm coordinates tax, legal, and financial planning and builds simplified, evidence-based portfolios with a strong ETF tilt. Services include relocation consulting, total wealth management, and conflict-free thought partnership; works with custodians such as Interactive Brokers.

Reported data analysis

What the numbers show

Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.

The firm reports 2 advisory representatives and 2 clients, or 1 clients per representative. That equates to $1.9M in reported AUM per client.

The profile lists 2 reported office locations and 4 years in operation. The source data was last updated on May 11, 2026. Figures reflect reported regulatory data and may not include subsequent changes.

Team overview

-- AVG AGE
$1.9M AVG AUM / ADVISOR
$1.9M AVG AUM / CLIENT
2.2 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
4yrs Firm Age

Additional firm insights

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Available data coverage

  • Asset Classes
  • Client Personas
  • Custodian
  • Fund Managers
  • Industry Interests
  • Investment Themes
  • Investment Vehicles
  • Services
  • Technology

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Owner & Executives

Ramin Michael Olson

Ramin Michael Olson

Chief Compliance Officer, Managing Member, Principal

CRD
#6531749
Ownership
75% or more

Showing 1 of 1 owners & executives

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Contacts

Marla Sophia Landa

Marla Sophia Landa

Advisor

CRD
#8022625

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $3,876,703 --
Non-Discretionary $0 --
Total $3,876,703 --

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Separately Managed Accounts

SMA allocation detail is available

Nomad Financial has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.

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