Nightingale Financial Advisory
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Nightingale Financial Advisory provides discretionary investment management to individuals and non-profit organizations, overseeing roughly $41.7 million in discretionary assets for a small roster of clients. The firm’s service offering explicitly includes portfolio management for institutional clients (non-profits) in addition to individual investors, a mix that is relatively uncommon among independent solo advisors.
The firm’s investment approach emphasizes preservation of capital and the avoidance of negative returns, using both qualitative and quantitative filters to identify growth-oriented opportunities and sector trends. Portfolios may be concentrated in a limited number of industries, supplemented by fixed income and cash positions when attractive opportunities are limited; accounts are monitored daily and reviewed monthly, and clients receive regular investment reports.
Operationally, the firm requires client assets to be custodied on a single institutional platform (Fidelity) and receives related platform services, and it generally executes trades for client accounts individually rather than aggregating orders. The firm also does not accept proxy voting authority (clients receive proxy materials directly), features that may be material for institutional clients evaluating custody, execution, and governance arrangements.
Client services
Expertise
Fee options
Up to 1.5% annually
Main office
Fremont CA
Advisors at this office
1
Most active in
California
Also doing business as
Nightingale Financial Advisory · Nightingale, Jerry
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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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