RIA Intel›Advisers›Ohio›NICKELPLATE FINANCIAL LLC

NICKELPLATE FINANCIAL LLC

Advisory

CANTON, OH

Data as of Jul 31, 2026 · Source: SEC Form ADV

Average account

$138K

across 124 accounts

AUM per adviser

$17M

1 adviser

Source: SEC Form ADV. Figures as filed Jul 31, 2026.

Total AUM

$17M

Discretionary %

100%

Clients

55

Employees

1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management

Total AUM$17M

Discretionary AUM$17M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients55

Team

Total Employees1

Investment Advisers1

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InOH

Succession Risk

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

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Peer Benchmarking

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

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Owners & Officers

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

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Client Demographics

55 clients

4 high-net-worth

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

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Advisers of similar size in OH

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

FSC ADVISORS LLC

NORTH CANTON, OH

$17M

MAIN STREET INVESTMENT MANAGEMENT, LLC

CHAGRIN FALLS, OH

$17M

-56.3% 1Y

FIRST HEDGE CAPITAL MANAGEMENT

$17M

ANFIELD WEALTH MANAGEMENT LLC

$18M

ANDREWS WEALTH MANAGEMENT, LLC

UNIONTOWN, OH

$17M

MDOGG INC

BEACHWOOD, OH

$18M

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