Nicholson Meyer Capital Management, Inc.

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Client assets under management

$293,490,905

Clients

261

33% high-net worth

Advisors

of 6 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

131

Very High

Average account size

$1,124,486

About

Nicholson Meyer Capital Management provides discretionary investment management, corporate retirement plan advisory (NMCM Retirement Solutions), and financial consulting to individuals, high-net-worth clients, trusts, pension and profit-sharing plans, and other business and government entities. Services include ongoing portfolio supervision and trade execution for managed accounts, plan‑level consulting and fund monitoring for sponsors, and hourly financial consulting that does not involve active account management.

The firm implements globally diversified portfolios using individual equities, bonds, mutual funds and ETFs, generally emphasizing long‑term holdings with periodic rebalancing, occasional short‑term trades, dollar‑cost averaging, and the use of outside managers when appropriate. For retirement plans it offers trustee‑directed strategies (labeled Conservative, Moderate, and Moderate Plus), fund selection and monitoring, and development of investment policy statements, with participant self‑direction available on some platforms.

What is comparatively uncommon for a supported firm of this size is Nicholson Meyer’s explicit provision of services to state and municipal government entities and to plan sponsors, including relationships with third‑party administrators and plan custodial platforms. The firm manages a multi‑hundred‑million dollar discretionary portfolio base, generally routes managed retail accounts through a single institutional custody platform while permitting plan sponsors to select custodians via TPAs, and delegates certain management duties to outside managers when it deems appropriate.

Client services

Financial planning Portfolio management Pension consulting Business consulting

Expertise

Wealth management Retirement plans for business owners (SEP, solo 401k) General retirement planning

Fee options

Fixed

Fixed fees for Investment Management Services possible; amount negotiated, not to exceed 1.00% of managed assets annually

Percentage

$0 - $1,000,000: 1.00% $1,000,001 - $5,000,000: 0.70% $5,000,001 - $10,000,000: 0.40% $10,000,001+: 0.25%

Project-based

$190 per hour for financial consulting services, negotiable

Other

Account minimum: $400,000 Fee-only: Financial consulting at $190 per hour, negotiable

Main office location

Nicholson Meyer Capital Management, Inc.

4600 Madison Avenue, Suite 150

Kansas City MO 64112, United States

Number of offices

Most active in

California · Florida · Iowa · Kansas · Louisiana · Missouri · Nebraska · Texas · Vermont · Wisconsin

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

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.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Website 816-931-5757

Advisors at this firm

Susanne M

Series 66

Kansas City, MO

Nicholson Meyer Capital Management, Inc.

Susanne Meyer is a financial advisor at Nicholson Meyer Capital Management, Inc. in Kansas City, MO, holding a Series 66 designation with 16 years of industry experience. She has been with Nicholson Capital Management, Inc. since 2009. Meyer serves on the investment committee of the Women’s Foundation of Greater Kansas City, contributing to investment oversight for the foundation benefiting women and girls in the area. Nicholson Meyer Capital Management provides discretionary investment management, retirement-plan advisory, and financial consulting to individuals, high-net-worth clients, and institutional entities. The firm specializes in globally diversified portfolios and offers services to pension and government entities, supported by Fidelity Institutional Wealth Services.

Wealth management Retirement plans for business owners (SEP, solo 401k) General retirement planning

Jennifer N

CFP®, Series 63

Kansas City, MO

Nicholson Meyer Capital Management, Inc.

Jennifer Nicholson is a CFP® with 30 years of industry experience, currently serving as an advisor at Nicholson Meyer Capital Management, Inc. She has been with Nicholson Capital Management, Inc. since 1988. Nicholson is a member of the advisory board and investment committee for the Women’s Foundation of Greater Kansas City and chairs the finance committee for the Northwest Foundation supporting Northwest Missouri University. Nicholson Meyer Capital Management provides discretionary investment management, retirement-plan advisory, and financial consulting services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, and other entities. The firm constructs globally diversified portfolios using equities, bonds, mutual funds, and ETFs, and is notable for its work with pension and government clients alongside its formal retirement-plan program.

Wealth management Retirement plans for business owners (SEP, solo 401k) General retirement planning

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