A complete list of active advisors currently associated with Nolan Capital Advisors LLC

Warmer can help you find a great advisor at Nolan Capital Advisors LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Nolan Capital Advisors LLC, 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.

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