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Firm profile

Nicholson Meyer Capital Management, Inc..

KANSAS CITY, MOCRD 105580Latest ADV February 21, 2026

Nicholson Meyer Capital Management, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Kansas City, MO. Its latest Form ADV filing, dated February 21, 2026, reports $338M in regulatory assets under management, 6 employees, and 677 accounts.

Assets Under Management
$338M
Employees
6
Offices
--
Total Clients
268
Primary office
KANSAS CITY, MO
4600 MADISON AVENUE, SUITE 150, KANSAS CITY, MO, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

3 roles identified
CEOJennifer D. Nicholson
CEOSusanne R. Meyer
CCOJennifer D. Nicholson

Advisory services offered

5 types reported
Financial Planning Services
Other advisory services
Pension consulting services

Fee models offered

3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 13, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 64.9% of total clients.
Top client categories% of clientsClients
1
Individuals
64.9%
174
2
HNWI
32.5%
87
3
Charitable
2.6%
7
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
State or municipal government entities (including govt. pension plans)<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$338Mas of February 21, 2026
Discretionary100.0%
$338M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$338M
Total Accounts677
10Y AUM Change+$209M (+162.3%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees6
Clients per Employee45:1
10Y Employee Change+1 (+20.0%)

Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.

This firm has a multi year gap in available SEC ADV filing history between 2012 and 2018. Charts show the most recent available filing segment under this CRD.

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.