MILWAUKEE, WICRD 108347Latest ADV January 23, 2026
Nicholas Co Inc is an SEC registered investment adviser organized as a corporation with a primary office location in Milwaukee, WI. Its latest Form ADV filing, dated January 23, 2026, reports $6.1B in regulatory assets under management, 16 employees, and 13 accounts.
Assets Under Management
$6.1B
Employees
16
Offices
--
Total Clients
12
Primary office
MILWAUKEE, WI
411 E. WISCONSIN AVE., STE 2100, MILWAUKEE, WI, United States
Portfolio management for individuals and small businesses
Portfolio management for investment companies
Fee models offered
2 types reported
Asset based fees
Performance-based fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentCharitable represent 41.7% of total clients.
Top client categories% of clientsClients
1
Charitable
41.7%
5
2
Investment Cos.
33.3%
4
3
HNWI
25.0%
3
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$6.1Bas of January 23, 2026
Discretionary100.0%
$6.1B
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.
Latest AUM$6.1B
Total Accounts13
10Y AUM Change+$1.2B (+23.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees16
Clients per Employee1:1
10Y Employee Change-2 (-11.1%)
* 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.