SourcingSourcing

NICHOLSON MEYER CAPITAL MANAGEMENT, INC.

C42
CRD 105580·SEC 801-113175·KANSAS CITY, MO
AUM
$338.1M
$100M-$500M
Est. Revenue
$3.4M
@ 1% on AUM
Est. EBITDA
$1.0M
@ 30% margin
Est. Deal Value
$8.1M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
NICHOLSON MEYER CAPITAL MANAGEMENT, INC.
CRD
105580
SEC file #
801-113175
EIN
431470751
DBA names
—

Economics

AUM
$338.1M
AUM band
$100M-$500M
AUM trajectory
'20'26
$136.0M → $338.1M▲ +149%
Client mix
Individuals Other174
Individuals High Net Worth87
Charitable Organizations7

Operations

Employees (total)
6
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'20'26
2 advisors → 2 advisors▬ 0%
Primary office
KANSAS CITY MO
Branches
—

Custodian & Brokerage

Primary custodian
Fidelitylow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesPension consulting
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
02/21/2026
ADV-W filed at
—
Website
nicholsoncap.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
NICHOLSON, JENNIFER, DAWSON
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
NICHOLSON, JENNIFER, DAWSON
MEYER, SUSANNE, R.
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
NICHOLSONCAP.COM
Rdap Domain Creation Date
2002-05-07T00:25:14Z
Rdap Firm Age Years
24
Rdap Firm Age Band
20+y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0002065771
Edgar Registered
Yes
Edgar Filing Count
5
Edgar First Filing Date
2025-04-25
Edgar Last Filing Date
2026-04-22
Edgar 13f Count
5
Edgar 13f Latest AUM Estimate
Filing Date2026-04-22
Accession0002065771-26-000004

Compliance & brand

Firm Registration Status
active

All other collected signals (17)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
2
Bc Firm IAR Count
2
Custodian Candidates
Full
Fidelity4
E*trade4
Edgar Addresses
Mailing
4600 MADISON AVENUESUITE 150KANSAS CITY, MO 64112
Business
4600 MADISON AVENUESUITE 150KANSAS CITY, MO 64112
Edgar EIN
431470751
Edgar Recent Filings
13F-HR2026-04-22 · 0002065771-26-000004
13F-HR2026-01-28 · 0002065771-26-000002
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-05-07T00:25:14Z
Rdap Domain Last Changed
2025-04-24T20:37:51Z
Rdap Nameservers
Ns19.domaincontrol.comNs20.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
2044940
Trust Company Affiliate
No

People (2)

2
NICHOLSON, JENNIFER, DAWSON
IAR · Direct Owner · 87.5%
2044940
MEYER, SUSANNE, R.
IAR · Direct Owner · 17.5%
5290915