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, 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.
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.
Name |
Location |
Years of experience |
|---|---|---|
Oviedo, FL
| 17
| |
Oviedo, FL
| 17
|
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