Nichol Capital Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Nichol Capital Advisors is a small, independent, single-advisor consulting firm that provides portfolio analysis and advisory services to individuals, family offices, foundations, endowments, and businesses. Rather than acting as an asset manager, the firm delivers time-limited consulting engagements and does not take custody of or directly manage client investment assets.
The firm’s work emphasizes investment policy development and comparison, third‑party manager review, asset allocation modeling, performance and risk measurement, fee analysis, client education, and custom analytical projects; deliverables include drafted IPS documents and proprietary reporting graphics. Services are provided on a negotiated, project-based consulting basis rather than on a percentage-of-assets basis common among many peers, and engagements are typically completed in a matter of months.
Distinctive features include a very small client roster and a practice model oriented toward family offices, foundations, endowments, and business clients, suggesting a focus on institutional or high-net-worth relationships rather than retail, non‑HNW individuals. Leadership holds senior experience at large private bank and asset management firms and a CFA charter, and the firm does not participate in wrap programs, solicit third‑party referrals for compensation, or exercise investment discretion for client accounts.
Client services
Expertise
Occupation focus
Fee options
Minimum fee: Fees generally range from $25,000 to $250,000, negotiable and billed in arrears upon delivery of services or monthly/quarterly as agreed Fee-only: Negotiable fixed fees for portfolio consulting services, typically $25,000 to $250,000
Main office
Houston TX
Advisors at this office
1
Most active in
Texas
Also doing business as
Nichol Capital Advisors, LLC · Touchstone Advisors, LLC
Disclosures
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Business activities & affiliations
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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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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