Donald W. Nicholson & Associates Ltd is an SEC registered investment adviser organized as a corporation with a primary office location in Wilmington, DE.
Assets Under Management
$171M
Employees
5
Offices
--
Total Clients
156
Primary office
WILMINGTON, DE
1403 SILVERSIDE RD, STE B, WILMINGTON, DE, United States
Portfolio management for individuals and small businesses
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 67.9% of total clients.
Top client categories% of clientsClients
1
Individuals
67.9%
106
2
HNWI
32.1%
50
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$171Mas of April 1, 2026
Discretionary67.7%
$116M
68% of total RAUM67.7%
Non-discretionary32.3%
$55M
32% of total RAUM32.3%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$171M
Total Accounts354
10Y AUM Change+$28M (+19.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee31:1
10Y Employee Change+3 (+150.0%)
* 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.