Nolan Capital Advisors LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$31,019,394
Clients
136
Advisors
2
of 2 employees
About
Nolan Capital Advisors LLC serves individuals (including high‑net‑worth clients), business owners, and retirement plans. The firm offers investment and portfolio management together with comprehensive financial planning services (retirement, estate, tax, and education planning) and corporate retirement and employee benefits education.
The firm’s investment work follows a documented Five‑Point Planning Process and applies principles such as Modern Portfolio Theory, with portfolios constructed using equities, fixed income, mutual funds, ETFs and, when appropriate, alternative investments and annuities. Management is delivered on a non‑discretionary basis — NCA obtains client authorization before executing transactions and conducts periodic reviews and rebalancing.
NCA manages approximately $36.1 million in client assets and reports that its AUM is primarily non‑discretionary, a practice that is uncommon among peers. The firm is also registered as a Florida insurance agency (license L076052); its insurance‑licensed personnel may earn commissions on fixed insurance and fixed annuity products (variable annuities are fee‑based), and the firm describes custody and fee‑deduction procedures (including concurrent custodian invoicing) and its typical recommendation of Charles Schwab as custodian along with the related conflicts of interest.
Client services
Expertise
Occupation focus
Fee options
$0 - $1,000,000: 0.60% – 1.00% (Individual, Trust, and Retirement Account Assets) $1,000,001 - $2,000,000: 0.60% – 0.90% (Individual, Trust, and Retirement Account Assets) $2,000,001 - $5,000,000: 0.60% – 0.80% (Individual, Trust, and Retirement Account Assets) $5,000,001 - $8,000,000: 0.60% – 0.70% (Individual, Trust, and Retirement Account Assets) $8,000,001+: 0.25% – 0.60% (Individual, Trust, and Retirement Account Assets) $0 - $1,000,000: 0.25% – 1.00% (Retirement Plan Assets) $1,000,001 - $2,000,000: 0.25% – 0.90% (Retirement Plan Assets) $2,000,001 - $5,000,000: 0.25% – 0.80% (Retirement Plan Assets) $5,000,001 - $8,000,000: 0.25% – 0.70% (Retirement Plan Assets) $8,000,001+: 0.25% – 0.60% (Retirement Plan Assets)
Commissions earned only on fixed insurance and fixed annuity products; no commissions on variable annuities
$150 – $300 per hour for consulting or financial planning services not covered by asset-based fees
Fee-only: Hourly consulting fees at $150 – $300 per hour, exact rate agreed in writing before work begins
Main office
Oviedo FL
Advisors at this office
2
Most active in
Florida · Pennsylvania
Also doing business as
Nolan Capital Advisors LLC · Nolan, Brian D
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:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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
Advisors at this firm
Brian N
Series 63, Series 65
Oviedo, FL
Nolan Capital Advisors LLC
Brian Nolan is a financial advisor with Nolan Capital Advisors LLC in Oviedo, FL, holding Series 63 and Series 65 registrations with 17 years of industry experience. He has worked at Nolan Capital Advisors since 2012, following prior roles at Quest Capital Strategies, Colonial Asset Management, and Wamu Investments. Nolan serves on the board of the Central County Community Development Corporation and volunteers with the Beta Theta Pi Psi Diamond Association, focusing on recruitment strategies. Nolan Capital Advisors LLC serves individuals, business owners, and retirement plans, providing investment management and comprehensive financial planning services. The firm employs a documented Five-Point Planning Process and uses Modern Portfolio Theory to construct portfolios primarily on a non-discretionary basis.
Rolando C
Series 63, Series 66
Oviedo, FL
Nolan Capital Advisors LLC
Rolando Castano is a financial advisor with Nolan Capital Advisors LLC in Oviedo, FL, holding Series 63 and Series 66 licenses and 18 years of industry experience. He has worked at Nolan Capital Advisors since 2012 and previously at Valic Financial Advisors and Edward Jones. Nolan Capital Advisors serves individuals, business owners, and retirement plans with investment management and comprehensive financial planning. The firm uses a documented Five-Point Planning Process and principles such as Modern Portfolio Theory to construct portfolios, managing most client assets on a non-discretionary basis.
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