The Nemes Rush Group, LLC logo

The Nemes Rush Group, LLC

Updated today

Client AUM

$1,439,335,385

Clients

759

Advisors

9

of 17 employees

About

The Nemes Rush Group, LLC works with individuals (including high net worth clients), corporations, charities, and pension and profit-sharing plans to provide portfolio management, written financial planning, retirement plan consulting, and business consulting services. The firm offers both discretionary and non-discretionary management and states that financial planning engagements result in a written plan tailored to the client’s goals.

Investment management uses a mix of fundamental and technical analysis and employs both long‑term and short‑term trading strategies as appropriate; the firm documents client objectives and allows investment restrictions, and it conducts quarterly portfolio reviews and at least annual client meetings. Retirement plan services include ERISA fiduciary and non‑fiduciary support, and the firm can engage sub‑advisers and wrap programs when appropriate.

The brochure discloses several firm-specific affiliations and potential conflicts: some associates are registered representatives of Alden Investment Group (and may sell securities for commission), the firm references a wrap‑fee program in Appendix 1, and the owners also operate Silverwood Risk Management, LLC, an insurance agency that may receive commissions. The ADV also notes use of endorsements, testimonials and third‑party ratings in its advertising and highlights tailored business consulting for family or closely held businesses, which the firm documents as part of its service offering.

Client services

Financial planning Portfolio management

Expertise

Business ownership considerations Business succession planning Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Cash flow / budgeting

Occupation focus

Founder/Business Owner Executive

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Fee options

Fixed

Business consulting fixed fees range from $1,000 to $50,000; financial planning fixed fees negotiated case-by-case.

Commissions

Associates are registered representatives selling securities for commissions through Alden Investment Group.

Project-based

Business consulting hourly rate: $375/hour.

Other

Fee-only: Financial planning services offered on a fixed fee basis, negotiable based on client circumstances.

Main office

39500 High Pointe Blvd, Suite 190

Novi MI 48375

Advisors at this office

9

Most active in

Arizona · California · Colorado · Florida · Georgia · Illinois · Michigan · New Hampshire · New York · Ohio · Tennessee · Texas · Washington

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Christopher N

Series 66

Novi, MI

The Nemes Rush Group, LLC

Christopher Nemes is a financial advisor at The Nemes Rush Group, LLC with seven years of industry experience. He holds a Series 66 designation and has previously worked at Raymond James Financial and Deloitte Tax LLP. Nemes also serves as a guest lecturer at the University of Detroit Mercy and Detroit Central High School and is a board member of Legatus Ann Arbor. The Nemes Rush Group serves individuals, high net worth clients, corporations, charities, and retirement plans by providing portfolio management, financial planning, retirement plan consulting, and business consulting. The firm uses a combination of fundamental and technical analysis with both long- and short-term strategies and offers discretionary and non-discretionary mandates.

Business ownership considerations Business succession planning Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Cash flow / budgeting Founder/Business Owner Executive
user avatar

Charles N

CFP®, Series 63

Novi, MI

The Nemes Rush Group, LLC

Charles Nemes is a CFP® with 39 years of industry experience and is a principal at The Nemes Rush Group, LLC. He has worked at Raymond James & Associates and currently holds roles at Alden Investment Group and Silverwood Risk Management, LLC. Nemes also serves as Treasurer for a nonprofit association related to Lake Charlevoix. The Nemes Rush Group, LLC provides portfolio management, financial planning, retirement plan consulting, and business consulting services to individuals, corporations, charities, and pension plans. The firm employs both fundamental and technical analysis with a range of trading strategies and offers tailored written financial plans along with fiduciary retirement plan support.

Business ownership considerations Business succession planning Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Cash flow / budgeting Founder/Business Owner Executive
user avatar

Michael N

CFP®, Series 66

Novi, MI

The Nemes Rush Group, LLC

Michael Nemes is a CFP® and holds a Series 66 license, with four years of industry experience. He is currently with The Nemes Rush Group, LLC, and has prior experience at Topel Forman, LLC. Nemes serves as a board member for the Risk Management Association East Michigan Chapter. The Nemes Rush Group serves individuals, high net worth clients, corporations, charities, and retirement plans by providing portfolio management, financial planning, retirement plan consulting, and business consulting. The firm uses a combined fundamental and technical investment approach, offering both discretionary and non-discretionary mandates, and manages over $1.35 billion in discretionary assets.

Business ownership considerations Business succession planning Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Cash flow / budgeting Founder/Business Owner Executive
user avatar

Brian N

CFP®, Series 66

Novi, MI

The Nemes Rush Group, LLC

Brian Nemes is a CFP® with 16 years of industry experience, currently a principal at The Nemes Rush Group, LLC. His prior experience includes 12 years at Raymond James & Associates Inc. Outside of advisory work, he serves as treasurer for the Ridgelands Condominium Association. The Nemes Rush Group serves individuals, high net worth clients, corporations, charities, and retirement plans, offering portfolio management, financial planning, and retirement plan consulting. The firm combines fundamental and technical analysis, employs both long- and short-term strategies, and conducts regular account reviews.

Business ownership considerations Business succession planning Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Cash flow / budgeting Founder/Business Owner Executive
user avatar

Colleen N

Series 65

Novi, MI

The Nemes Rush Group, LLC

Colleen Nemes is a financial advisor at The Nemes Rush Group, LLC with a Series 65 credential and three years of industry experience. Her work history includes roles at The Nemes Rush Group since 2022 and prior experience with The Auto Club Group. The Nemes Rush Group, LLC provides portfolio management, financial planning, retirement plan consulting, and business consulting services to individuals, corporations, charities, and pension plans. The firm uses a combination of fundamental and technical analysis, offers both discretionary and non-discretionary management, and conducts regular portfolio reviews and client meetings.

Business ownership considerations Business succession planning Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Cash flow / budgeting Founder/Business Owner Executive
user avatar

Tannar M

Series 65

Novi, MI

The Nemes Rush Group, LLC

Tannar Martines is a financial advisor at The Nemes Rush Group, LLC with a Series 65 designation and three years of industry experience. Prior to joining The Nemes Rush Group, Martines worked at Mass Mutual Great Lakes and Rothenberger Company, Inc. The Nemes Rush Group, LLC provides portfolio management, financial planning, retirement plan consulting, and business consulting services to individuals, corporations, charities, and pension and profit-sharing plans. The firm utilizes a combination of fundamental and technical analysis with both long-term and short-term trading strategies, offering tailored written plans and regular portfolio reviews.

Business ownership considerations Business succession planning Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Cash flow / budgeting Founder/Business Owner Executive
user avatar

Andrew N

Series 66

Novi, MI

The Nemes Rush Group, LLC

Andrew Nemes is a financial advisor with The Nemes Rush Group, LLC in Novi, MI, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Silverwood Risk Management, LLC, J Alden Associates, Inc., UHY Advisors, and Deloitte Tax LLP. Nemes is also a registered representative for J Alden Associates and works as an insurance agent with Silverwood Risk Management. The Nemes Rush Group serves individuals, high net worth clients, corporations, charities, and retirement plans by providing portfolio management, financial planning, retirement plan consulting, and business consulting. The firm combines fundamental and technical analysis with both long- and short-term strategies, offering discretionary and non-discretionary mandates along with regular account reviews and written financial plans.

Business ownership considerations Business succession planning Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Cash flow / budgeting Founder/Business Owner Executive
user avatar

Timothy R

Series 63, Series 65

Novi, MI

The Nemes Rush Group, LLC

Timothy Rush is a financial advisor with The Nemes Rush Group, LLC, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. His prior roles include positions at Raymond James and Associates, Alden Investment Group, and Silverwood Risk Management, where he is also an owner and insurance agent. The Nemes Rush Group serves individuals, high net worth clients, corporations, charities, and retirement plans, providing portfolio management, financial planning, retirement plan consulting, and business consulting. The firm combines fundamental and technical analysis in its investment approach and offers both discretionary and non-discretionary management with regular account reviews.

Business ownership considerations Business succession planning Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Cash flow / budgeting Founder/Business Owner Executive
user avatar

Logan S

Series 65

Novi, MI

The Nemes Rush Group, LLC

Logan Schmitt is a financial advisor with The Nemes Rush Group, LLC, holding a Series 65 credential. He has under one year of industry experience, having previously worked at Old National Bank and engaged in roles outside finance, including at Latitude 42 Brewing and Western Michigan University. The Nemes Rush Group serves individuals, corporations, charities, and retirement plans by providing portfolio management, financial planning, and business consulting. The firm combines fundamental and technical analysis with both long- and short-term trading strategies, and offers fiduciary support for retirement plans.

Business ownership considerations Business succession planning Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Cash flow / budgeting Founder/Business Owner Executive
View complete list of advisors at this firm
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