Advisor at FIAT LUX Capital Management
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
FIAT LUX Capital Management
Location
Waterford, WI 53185
Credentials
Series 66
Industry experience
5 years
Nicholas Mowry is a financial advisor at FIAT LUX Capital Management with five years of industry experience. He holds the Series 66 designation and has worked previously at Lauer Financial Services, MWA Financial Services Inc., and Modern Woodmen of America. Outside of finance, he teaches private music lessons through Nicholas Mowry Music. FIAT LUX Capital Management provides investment management, financial planning, and consultation services to a diverse client base, including individuals, trusts, charitable organizations, small businesses, and several institutional clients such as pension plans and sovereign wealth funds. The firm emphasizes strategic asset allocation and uses a combination of third-party software and custom programming to support client planning and portfolio management.
Based on FIAT LUX Capital Management
$0 - $299,999: 1.50% $300,000 - $499,999: 1.20% $500,000 - $749,999: 1.00% $750,000 - $999,999: 0.75% $1,000,000 - $1,499,999: 0.65% $1,500,000+: 0.50%
Fee-only: Fee-only registered investment advisor; no commissions or 12b-1 fees received.
228 B Milwaukee St
Waterford, WI 53185
Wisconsin
Fiat Lux Capital Management Inc.
2025 - Present (1 year)
Lauer Financial Services
2022 - 2024 (2 years)
MWA Financial Services Inc
2020 - 2024 (4 years)
Modern Woodmen of America
2020 - 2024 (4 years)
Nicholas Mowry Music
2017 - Present (9 years)
Lansing Symphony Orchestra
2015 - 2017 (2 years)
Michigan State University
2011 - 2017 (6 years)
Freelance musician
2011 - 2017 (6 years)
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Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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