# Nordwand Advisors

> Nordwand Advisors is an SEC-registered investment advisory firm in Radnor, PA, registered since 2022, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 21, 2026.

- CRD: 322936
- Filed as: NORDWAND ADVISORS
- Legal name: Nordwand Advisors, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Radnor, PA
- Filing period: October 2026
- Form ADV filing dated: March 21, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/322936
- AdvisorCensus page: https://advisorcensus.com/firm/nordwand-advisors-radnor-pa-322936

## Quick answers

**How is Nordwand Advisors compensated?**
On its Form ADV (Item 5.E, October 2026), Nordwand Advisors reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Nordwand Advisors located?**
Nordwand Advisors' principal office is in Radnor, PA, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Nordwand Advisors registered with the SEC or a state?**
Nordwand Advisors is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 322936.

**How much does Nordwand Advisors manage?**
Nordwand Advisors reports $3,967,694,453 in regulatory assets under management in its Form ADV filing dated March 21, 2026 (67% discretionary).

**How have Nordwand Advisors' assets and staff changed since 2022?**
In the Form ADV data for Nordwand Advisors: Regulatory assets under management: $0 in the October 2022 data and $3,967,694,453 in the October 2026 data. Total employees: 1 in October 2022 and 10 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Nordwand Advisors serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (52); charitable organizations (10); individuals (other than high net worth individuals) (5).

**Which custodians does Nordwand Advisors use?**
Nordwand Advisors' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and National Financial Services LLC as custodians holding 10% or more of its separately managed account assets.

**Does Nordwand Advisors 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/322936

**What changed in Nordwand Advisors' recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 7 to 6. Registered or notice-filed in CT. Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- National Financial Services 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: $3,967,694,453
- Discretionary: $2,676,303,561
- Non-discretionary: $1,291,390,892

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 5 | $2,068,358 |
| High net worth individuals | 52 | $2,753,534,005 |
| Charitable organizations | 10 | $1,212,092,090 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2022 (4 years)
- Employees: 10 total, 6 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, CT, FL, LA, MA, NC, NH, NJ, NY, PA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Cambridge, MA

### Websites listed on Form ADV (Item 1.I)
- [nordwandcapital.com](https://nordwandcapital.com)
- Facebook @NordwandCapital
- Instagram @NordwandCapital
- LinkedIn @nordwand-capital
- X @NordwandCapital

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2022 | $0 | 1 | August 23, 2022 |
| October 2023 | $4,146,519,499 | 6 | March 24, 2023 |
| October 2024 | $3,492,631,540 | 7 | March 27, 2024 |
| October 2025 | $3,838,514,137 | 8 | March 21, 2025 |
| October 2026 | $3,967,694,453 | 10 | March 21, 2026 |

Regulatory assets under management: $0 in the October 2022 data and $3,967,694,453 in the October 2026 data.
Total employees: 1 in October 2022 and 10 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 7 to 6.
- Registered or notice-filed in CT.
- Updated its list of owners and control persons (Schedule A).

### March 2026
- Registered or notice-filed in NH.

### December 2025
- Employees performing advisory functions went from 5 to 7.
- Registered or notice-filed in NC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Nordwand Advisors (CRD 322936): Form ADV filing data as of October 2026.