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Nicholson Wealth Management Group
Nicholson Wealth Management Group is an SEC-registered investment adviser in Charleston, SC, registered since 2023. The firm manages approximately $322 million...
Nicholson Wealth Management Group
Nicholson Wealth Management Group is an SEC-registered investment adviser in Charleston, SC, registered since 2023. The firm manages approximately $322 million in assets. It has 4 employees and 2 investment advisers.
General information
Firm type
Bank / Wealth / Trust
Year founded
2023
Location
Region
North America
Country
United States
City
Charleston
Corporate office
Charleston, SC, United States
Sector focus
Frequently asked questions
Is Nicholson Wealth Management Group affiliated with a bank or broker-dealer?
No. The firm operates as an independent registered investment advisor, per its regulatory filings. This structure means it has no proprietary products to distribute and selects third-party investments based on client-specific financial plans. Its independence contrasts with the trust-department and wirehouse models prevalent in the Charleston wealth-management market.
Does the firm serve institutional clients or only private individuals?
The firm's regulatory disclosures describe its primary client base as individuals and high-net-worth individuals. There is no indication in the firm's public filings or communications that it advises pension plans, endowments, or foundations. Its advisory model is built around personal financial planning rather than institutional consulting.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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