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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 09-02-2022
- Office Locations
- 3
Office Locations
About Nordwand Advisors
Nordwand Capital is an independent multi-family office partnering with high-net-worth families on wealth management, planning, and investment strategy with an emphasis on long-term, multigenerational continuity. The team applies a differentiated asset-allocation approach and sources bespoke opportunities, including co-investments alongside other sophisticated investors through proprietary deal sourcing and deep networks.
Reported data analysis
What the numbers show
Between October 7, 2025 and March 21, 2026, reported AUM decreased 5.9%, from $4.2B to $4.0B.
Across 4 reported observations, AUM decreased 4.3% between March 24, 2023 and March 21, 2026, from $4.1B to $4.0B.
Of the latest reported AUM, 67.5% is discretionary and 32.5% is non-discretionary.
The firm reports 6 advisory representatives and 67 clients, or 11.2 clients per representative. That equates to $59.2M in reported AUM per client.
The profile lists 3 reported office locations and 3 years in operation. The source data was last updated on March 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
- Services
- Technology
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Owner & Executives
JAMES FRANCIS MARTIN
Chief Executive Officer, Chief Investment Officer, Partner
- CRD
- #1218618
- Ownership
- 5% but less than 10%
Lisa Dimter
Financial Advisor, General Partner
- CRD
- #2985154
- Ownership
- Less than 5%
Showing 2 of 3 owners & executives
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Ryan Berger
Analyst
- CRD
- --
CHRISTOPHER MICHAEL BOYLE
Chief Operating Officer
- CRD
- #4435466
Showing 2 of 10 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,676,303,561 | $8,861,932 |
| Non-Discretionary | $1,291,390,892 | $258,278,178 |
| Total | $3,967,694,453 | $12,924,086 |
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Separately Managed Accounts
SMA allocation detail is available
Nordwand Advisors has reported separately managed account data across 7 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Nordwand Advisors's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.