J
John Nuckel LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$14,800,000
This total excludes 3 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
3
100% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
3
Average account size
$4,933,333
About
John Nuckel LLC provides ongoing, discretionary portfolio management services primarily to high‑net‑worth individuals, creating a written Investment Policy Statement for each client and tailoring portfolios around insurance products (including annuities), equities, and a primary emphasis on ETFs. The firm notes an account minimum and reports $14.8 million in assets under management across a very small client base.
The firm’s investment process combines modern portfolio theory with charting, fundamental and technical analysis and generally implements long‑term trading and model allocations developed through an initial interview and documented risk tolerance. JNL executes trades under discretionary authority, delivers quarterly account reporting, and requires custody with Schwab Institutional while billing asset‑based advisory fees in arrears.
Noteworthy aspects compared with peers include the firm’s filings indicating it also advises investment company clients—an uncommon arrangement for independent solo advisers—and its explicit exclusion of non‑high‑net‑worth individual clients. JNL also discloses it does not aggregate (block) trades for multiple client accounts and maintains a very concentrated client roster, features that can affect trade execution and portfolio concentration relative to larger peers.
Client services
Portfolio management
Expertise
Annuities
Fee options
1.00% annually
Account minimum: $100,000 (may be waived)
Main office location
John Nuckel LLC
Hermosa Beach CA, United States
Number of offices
1
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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