# Nich Capital Partners, Inc.

> Nich Capital Partners, Inc. is an SEC-registered investment advisory firm, registered since 2021, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated June 4, 2026.

- CRD: 159260
- Filed as: NICH CAPITAL PARTNERS, INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Filing period: October 2026
- Form ADV filing dated: June 4, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/159260
- AdvisorCensus page: https://advisorcensus.com/firm/nich-capital-partners-inc-159260

## Quick answers

**How is Nich Capital Partners, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Nich Capital Partners, Inc. reports these compensation arrangements: a percentage of assets under its management.

**Is Nich Capital Partners, Inc. registered with the SEC or a state?**
Nich Capital Partners, Inc. is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 159260.

**How much does Nich Capital Partners, Inc. manage?**
Nich Capital Partners, Inc. reports $148,032,651 in regulatory assets under management in its Form ADV filing dated June 4, 2026 (100% discretionary).

**How have Nich Capital Partners, Inc.'s assets and staff changed since 2021?**
In the Form ADV data for Nich Capital Partners, Inc.: Regulatory assets under management: $133,226,312 in the October 2021 data and $148,032,651 in the October 2026 data, up 11%. Total employees: 3 in October 2021 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Nich Capital Partners, Inc. serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (69).

**Which custodians does Nich Capital Partners, Inc. use?**
Nich Capital Partners, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists LPL Financial LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Nich Capital Partners, Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/159260

**Does Nich Capital Partners, Inc. state an account minimum?**
Its Form ADV Part 2A brochure dated June 4, 2026 says: "Our firm requires a minimum account balance of $250,000 for our Asset Management service. This minimum account balance requirement may be negotiable in certain cases and may be reduced or waived at our firm’s sole discretion."

**What changed in Nich Capital Partners, Inc.'s recent Form ADV filings?**
In the July 2026 filing data: Item 11 disclosure answers changed: 0 yes answers, previously 2 (now no: 11.E(2), 11.E(4)).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated June 4, 2026)

- Account minimum: $250,000 (the brochure says it may be waived or negotiated)

> Our firm requires a minimum account balance of $250,000 for our Asset Management service. This minimum account balance requirement may be negotiable in certain cases and may be reduced or waived at our firm’s sole discretion.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- LPL Financial LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $148,032,651
- Discretionary: $148,032,651
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | 69 | $148,032,651 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2021 (5 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, NC
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [nichcapitalpartners.com](https://nichcapitalpartners.com)

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $133,226,312 | 3 | July 28, 2021 |
| October 2022 | $163,000,000 | 3 | February 11, 2022 |
| October 2023 | $110,000,000 | 2 | February 27, 2023 |
| October 2024 | $124,178,917 | 3 | April 8, 2024 |
| October 2025 | $172,584,684 | 3 | January 30, 2025 |
| October 2026 | $148,032,651 | 2 | June 4, 2026 |

Regulatory assets under management: $133,226,312 in the October 2021 data and $148,032,651 in the October 2026 data, up 11%.
Total employees: 3 in October 2021 and 2 in October 2026.

## Changes in the filing (last 12 months)

### July 2026
- Item 11 disclosure answers changed: 0 yes answers, previously 2 (now no: 11.E(2), 11.E(4)).

### February 2026
- Item 11 disclosure answers changed: 2 yes answers, previously 3 (now no: 11.G).
- Regulatory assets under management went from $172,584,684 to $148,032,651 (-14%).
- Registered or notice-filed in NC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Nich Capital Partners, Inc. (CRD 159260): Form ADV filing data as of October 2026.