RIA Intel›Advisers›NICHOLS GROUP LLC

NICHOLS GROUP LLC

Advisory

PR

Data as of Mar 30, 2026 · Source: SEC Form ADV

Average account

$4M

across 11 accounts

AUM per adviser

$47M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 30, 2026.

Total AUM

$47M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$47M

Discretionary AUM$47M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients—

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InPR

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

See plansIncluded with the Intelligence plan

Owners & Officers

Names, titles, ownership bands and control-person status for each.

See plansIncluded with the Intelligence plan

Client Demographics

The full client-type breakdown and the share of AUM each category represents.

See plansIncluded with the Intelligence plan

Advisers of similar size in PR

Closest by assets under management. All figures from Form ADV.

ELLEVITY CAPITAL, LLC

$51M

CAF INVESTMENTS LLC

$40M

EQUALIZE CAPITAL LLC

$40M

CATALYST INTERNATIONAL ADVISORS LLC

$58M

OPCAP PUERTO RICO CORPORATION

$36M

ATLANTIS INVESTMENT COACHING, LLC

$58M

Get the full picture on NICHOLS GROUP LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track NICHOLS GROUP LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans