RIA Intel›Advisers›California›NIX, JOSEPH B.

NIX, JOSEPH B.

Advisory

SACRAMENTO, CA

Data as of Mar 9, 2026 · Source: SEC Form ADV

Rank in CA

#2,989

of 5,480 advisers by AUM

Average account

$713K

across 115 accounts

AUM per adviser

$27M

3 advisers

Source: SEC Form ADV. Figures as filed Mar 9, 2026.

Total AUM

$82M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

3

Assets Under Management

Total AUM$82M

Discretionary AUM$0

Non-Discretionary AUM$82M

Discretionary %0%

Total Clients115

Team

Total Employees3

Investment Advisers3

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureSole Proprietorship

Fiscal Year EndDecember

Operates InCA

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

115 clients

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

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