# Nickel Investment Advisors, Inc.

> Nickel Investment Advisors, Inc. is a state-registered investment advisory firm in Windsor, CA, registered since 2006, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 9, 2026.

- CRD: 139058
- Filed as: NICKEL INVESTMENT ADVISORS, INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Windsor, CA
- Filing period: October 2026
- Form ADV filing dated: March 9, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/139058
- AdvisorCensus page: https://advisorcensus.com/firm/nickel-investment-advisors-inc-windsor-ca-139058

## Quick answers

**How is Nickel Investment Advisors, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Nickel Investment Advisors, Inc. reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Nickel Investment Advisors, Inc. located?**
Nickel Investment Advisors, Inc.'s principal office is in Windsor, CA, according to its Form ADV.

**Is Nickel Investment Advisors, Inc. registered with the SEC or a state?**
Nickel Investment Advisors, Inc. is a state-registered investment advisory firm, registered since 2006. Status as filed: APPROVED. CRD 139058.

**How much does Nickel Investment Advisors, Inc. manage?**
Nickel Investment Advisors, Inc. reports $43,110,960 in regulatory assets under management in its Form ADV filing dated March 9, 2026 (100% discretionary).

**What types of clients does Nickel Investment Advisors, Inc. serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (15); individuals (other than high net worth individuals) (12).

**Does Nickel Investment Advisors, Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/139058

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $43,110,960
- Discretionary: $43,110,960
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 12 | $4,175,157 |
| High net worth individuals | 15 | $37,714,589 |
| Charitable organizations | Fewer than 5 | $757,350 |
| Corporations or other businesses not listed above | Fewer than 5 | $463,864 |

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

### Firm details
- Registered since: 2006 (20 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Nickel Investment Advisors, Inc. (CRD 139058): Form ADV filing data as of October 2026.