Nolan Capital Advisors LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$31,405,243
Clients
145
Advisors
2
of 2 employees
About
Nolan Capital Advisors LLC serves individuals (including high-net-worth clients), business owners, and retirement plans, providing investment and portfolio management alongside comprehensive financial planning services such as retirement, estate, tax, education, and insurance planning. The firm also offers corporate services including retirement plan consulting, employee benefits education, and business succession planning.
The firm’s investment process is guided by a Five-Point Planning Process — collect, examine, develop, implement, and manage — and emphasizes diversified portfolios informed by Modern Portfolio Theory. NCA provides advisory services primarily on a non-discretionary basis, obtaining client approval before executing trades, and it conducts quarterly and annual reviews with ongoing monitoring and recommendations as circumstances change.
As of December 31, 2025, NCA manages $36,082,248 in client assets, all on a non-discretionary basis, a practice that is uncommon among peers. Several supervised persons are Florida-licensed health and life insurance agents who may offer annuities and other insurance products for commissions; the firm discloses these dual roles and states it reviews insurance recommendations for appropriateness to mitigate conflicts of interest.
Client services
Expertise
Occupation focus
Fee options
$0 - $1,000,000: 0.60% - 1.00% $1,000,001 - $2,000,000: 0.60% - 0.90% $2,000,001 - $5,000,000: 0.60% - 0.80% $5,000,001 - $8,000,000: 0.60% - 0.70% $8,000,001+: 0.25% - 0.60%
$150 - $300 per hour
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 licenses and 16 years of industry experience. He has been with Nolan Capital Advisors since 2012. Nolan serves on the board of the Central County Community Development Corp., where he reviews financial statements related to affordable housing, and volunteers with the Beta Theta Pi Psi Diamond Association focusing on recruitment strategies. Nolan Capital Advisors LLC serves individuals, high-net-worth clients, business owners, and retirement plans by providing investment management and comprehensive financial planning, including retirement, estate, tax, and insurance planning. The firm follows a structured Five-Point Planning Process and constructs diversified portfolios based on Modern Portfolio Theory, managing nearly $29 million in assets primarily on a non-discretionary basis.
Rolando C
Series 63, Series 66
Oviedo, FL
Nolan Capital Advisors LLC
Rolando Castano is a financial advisor at Nolan Capital Advisors LLC with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Nolan Capital Advisors since 2012. The firm serves individuals, high-net-worth clients, business owners, and retirement plans, providing investment management alongside comprehensive financial planning, including retirement, education, estate, tax, and insurance planning. Nolan Capital Advisors follows a structured Five-Point Planning Process and employs diversified portfolios guided by Modern Portfolio Theory.
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