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Douglas Nichols

Advisor at Nichols Group LLC

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Firm

Nichols Group LLC

Location

San Juan, PR

Credentials

Series 65

Industry experience

25 years

About

Douglas Nichols is the sole advisor at Nichols Group LLC, holding a Series 65 designation with 25 years of industry experience. His prior work includes roles at SoCal Appraiser and Paradise Realty, alongside running Nichols Consulting and Nichols Capital Management. Nichols Group LLC is a registered investment adviser managing approximately $38.9 million on a discretionary basis, primarily serving individual clients. The firm invests in mutual funds, ETFs, fixed income, and equity securities, conducting weekly performance reviews and employing a security selection process within broader market contexts.

Client services

Based on Nichols Group LLC

Portfolio management

Expertise

Based on Nichols Group LLC

Wealth management

Fee options

Percentage

1% - 2% per year, billed quarterly

Location

San Juan, PR

Most active in

Puerto Rico

Work history

Nichols Group, LLC

2024 - Present (2 years)

SoCal Appraiser

2004 - 2024 (20 years)

Paradise Realty

2003 - 2024 (21 years)

Nichols Consulting

2002 - Present (24 years)

Nichols Capital Management, LLC

1999 - 2024 (25 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Warmer team member

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