S
$151.0M Total AUM
$151.0M Disc. AUM
5.7% 3Y CAGR
3 Employees
92 ADV. Clients
21 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 09-08-2004
- Office Locations
- 1
Office Locations
6817 Southpoint Parkway Suite 1204 Jacksonville FL
About St. Nicholas Private Asset Management, Inc.
St. Nicholas Private Asset Management, Inc. is a Jacksonville-based RIA. The firm has been operating for 21 years. Managing $151.0M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
-- AVG AGE
$151.0M AVG AUM / ADVISOR
$1.6M AVG AUM / CLIENT
2.7 yrs AVG TENURE
3 Employees
1 Advisory Reps
1 RIA Reps
21yrs Firm Age
Insights
Available
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Asset Classes
Available
Client Personas
Available
CRM
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Owner & Executives
JAMES A MURPHY
Chief Compliance Officer, President, Principal
- CRD
- #6324351
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $151,000,000 | $967,949 |
| Non-Discretionary | $0 | -- |
| Total | $151,000,000 | $967,949 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available Municipal Bonds:
Available U.S. Government/Agency:
Available Corporate - Investment Grade:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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