NUANCE INVESTMENTS, LLC
SEC RegisteredValue. Delivered.
About the firm
Nuance Investments is a classic value investment firm headquartered in Kansas City. Nuance was formed on the belief that the ability to outperform the broad stock market is predicated on a consistent and disciplined value investing approach. The Nuance investment team's sole focus is generating investment returns for clients by diligently reviewing one company at a time on its own investment merits.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Mutual funds and private accounts, including two investment strategies: Nuance Mid Cap Value (seeking long-term capital appreciation through equity securities of U.S. companies with mid-cap market capitalizations) and Nuance Concentrated Value (seeking long-term capital appreciation through an all-cap portfolio of U.S. companies).
Who they serve
Individuals and institutions
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 208 | $91M |
| High Net Worth Individuals | 28 | $49M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 5 | $192M |
| State/Municipal Entities | 5 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
10 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
3 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Nuance Concentrated Value - Under $25M | 0.85% |
| Nuance Concentrated Value - $25M-$50M | 0.80% |
| Nuance Concentrated Value - $50M-$75M | 0.75% |
| Nuance Concentrated Value - $75M-$100M | 0.70% |
| Nuance Concentrated Value - Over $100M | 0.65% |
| Nuance Mid Cap Value - Under $25M | 0.75% |
| Nuance Mid Cap Value - $25M-$50M | 0.70% |
| Nuance Mid Cap Value - $50M-$75M | 0.65% |
| Nuance Mid Cap Value - $75M-$100M | 0.60% |
| Nuance Mid Cap Value - Over $100M | 0.55% |
Data as of January 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. NUANCE INVESTMENTS, LLC 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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