Nich Capital Partners, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
NICH Capital Partners provides discretionary asset management primarily to high-net-worth individuals, managing tailored portfolios of individual stocks, bonds, ETFs, options, mutual funds and other public securities. The firm oversees approximately $148 million in client assets across its client relationships and does not sponsor wrap-fee programs or offer performance-based fees.
The firm’s investment process combines fundamental analysis with technical/charting and cyclical analysis to select and time positions, favors long-term purchases, and may implement margin at a client’s authorization; accounts are reviewed at least quarterly and clients grant the firm discretionary trading authority. Portfolios are monitored and rebalanced as needed to align with each client’s objectives, risk tolerance and time horizon.
Noteworthy distinctions include an affiliation with real estate brokerage activity through a licensed real estate professional who may receive customary fees for independent real estate services, disclosed as separate from advisory services and offered on an opt-in basis. The firm’s client base is concentrated in high-net-worth individuals and it requires custody of client assets at a single recommended custodian platform, which can limit access to investment vehicles available through other broker-dealers.
Client services
Expertise
Fee options
$0 - $999,999: 1.25% $1,000,000+: 1.00%
Account minimum: $250,000
Main office
Wilmington NC
Advisors at this office
2
Most active in
California · North Carolina
Also doing business as
Nich Capital Partners, Inc. · Nich Capital Partners, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
David H
Series 63, Series 65
Wilmington, NC
Nich Capital Partners, Inc.
David Halling is a financial advisor at NICH Capital Partners, Inc. in Wilmington, NC, with 10 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Alaska Trust Company. Outside of his advisory role, he co-founded and manages an eCommerce business, Mackie Scientific LLC, and serves as Vice President of Sales for Quinte Financial Technologies. NICH Capital Partners provides discretionary asset management primarily for high-net-worth individuals, managing approximately $148 million in assets across 69 client relationships. The firm offers tailored portfolio management using a combination of fundamental, technical, and cyclical analysis, with individualized portfolios and regular monitoring.
Martin B
Series 63, Series 66
Wilmington, NC
Nich Capital Partners, Inc.
Martin Briesach is a financial advisor at Nich Capital Partners, Inc. with 36 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Nich Capital Partners since 2012. Outside of his advisory role, he is a licensed real estate agent. Nich Capital Partners provides discretionary asset management primarily for high-net-worth individuals, managing approximately $148 million in assets across about 69 client relationships. The firm employs a tailored investment approach combining fundamental, technical, and cyclical analysis, offering individualized portfolio management with regular monitoring and rebalancing.
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