A complete list of active advisors currently associated with Nich Capital Partners, Inc.

Warmer can help you find a great advisor at Nich Capital Partners, Inc. or one who fits your needs even better.

NICH Capital Partners provides discretionary asset management primarily for high‑net‑worth individuals, reporting about $148 million in discretionary assets across roughly 69 client relationships and typically requiring a $250,000 minimum. The firm offers tailored portfolio management using individual stocks, bonds, ETFs, options and mutual funds, and also provides advisory-only portfolio services for accounts it does not actively manage. Portfolios are managed on an individualized, discretionary basis with regular monitoring and rebalancing and the firm generally does not permit broad client‑imposed trading restrictions. Investment decisions combine fundamental, technical (charting) and cyclical analysis, and the firm will implement client‑authorized margin borrowing when requested; it does not charge performance fees or sponsor wrap programs. Distinctive features include an affiliation between the firm’s principal and real estate brokerage activities — the principal is a licensed real estate agent and may receive customary real estate transaction fees under separate engagement agreements, with no obligation for clients to use those services. The firm custodians client assets at LPL Financial and discloses receipt of non‑soft‑dollar support from LPL (including a multi‑year forgivable loan and practice‑support services) and has recently begun accepting proxy‑voting authority for discretionary accounts.

To learn more about the advisors currently working at Nich Capital Partners, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.