AdFi
NM

Nicholson Meyer Capital Management, Inc.

SEC Registered

Helping You Navigate Through Life

Kansas City, MOhttps://nicholsoncap.com816-931-5757
Assets Under Management
$100M–$500M
Year Founded
1988
Employees
6
Office Locations
1 office
Total Accounts
677

About the firm

Nicholson Meyer Capital Management (NMCM), established in 1988, is an independent Registered Investment Advisory Firm (RIA) based in Kansas City, Missouri. NMCM has one mission: help clients, whether individuals, corporations, institutions, or retirement plans, to evaluate and reach their financial goals through active wealth management and consulting services.

Firm Focus

Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.

IndividualsHigh Net WorthPension/Profit SharingCharitable Organizations

Areas of expertise

Wealth ManagementPortfolio ManagementAsset AllocationFinancial ConsultingLegacy ServicesInstitutional AccountsRetirement AccountsRegistered Investment AdvisorExchange Traded FundsNo-load Mutual Funds

Services

Wealth management services including individually tailored portfolio management across asset classes (bonds, stocks, money reserves), exchange traded funds, no-load mutual funds, and individual securities; Legacy Services guiding individuals through major life changes; and a Consulting Services Division working with institutions to review and tailor investment strategies and with individuals to chart long-term life strategies. Services are provided through an annual fee arrangement with no product sales.

Who they serve

Individuals, corporations, institutions, and retirement plans; specifically manages portfolios for individuals, trusts, retirement accounts, and institutional accounts holding at least $400,000 in assets.

Client segmentClientsAssets managed
Individuals (Non-HNW)174$59M
High Net Worth Individuals87$234M
State/Municipal Entities7

1 total clients reported on Form ADV.

Leadership

Jennifer Dawson Nicholson
PRESIDENT & CHIEF COMPLIANCE OFFICER
Susanne R. Meyer
SENIOR VICE PRESIDENT / PORTFOLIO MANAGER

Office locations

1 office in 1 state
MO
Kansas CityHQ

Advisors at this firm

2 advisors in the directory

Regulatory & compliance

CRD number
#105580
SEC Number
801-113175
Disciplinary History
No
Fee Model & Minimums
Model: AUM / Hourly / Flat Fee
Minimum: $400,000 (waivable)
Asset tierAnnual rate
First tier1.00%
Second tier0.70%
Third tier0.40%
Fourth tier0.25%

Data as of February 21, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Contact Information

Editorial disclosure

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Nicholson Meyer Capital Management, Inc. has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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