Wealth Manager
    SEC Registered
    Manages Private Funds

    Donald W. Nicholson & Associates Ltd

    Registered investment advisor · Wilmington, Delaware · CRD #107054

    Assets Under Management
    $171M
    Client Accounts
    354
    Employees
    5
    CRD Number
    107054
    Registration
    SEC Registered
    Custodian
    Charles Schwab & Co., Inc.

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Donald W. Nicholson & Associates Ltd

    Donald W. Nicholson & Associates Ltd is a SEC-registered investment advisory firm headquartered in Wilmington, Delaware, managing approximately $171M in regulatory assets across 354 client accounts. The firm's full regulatory record is filed with the SEC under CRD #107054.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

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    Frequently Asked Questions

    What is Donald W. Nicholson & Associates Ltd's AUM?

    Donald W. Nicholson & Associates Ltd reports approximately $171M in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Donald W. Nicholson & Associates Ltd headquartered?

    Donald W. Nicholson & Associates Ltd is headquartered in Wilmington, Delaware.

    What is Donald W. Nicholson & Associates Ltd's CRD number?

    Donald W. Nicholson & Associates Ltd's CRD number is 107054. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Donald W. Nicholson & Associates Ltd manage?

    Donald W. Nicholson & Associates Ltd manages approximately 354 client accounts according to its latest SEC filing.

    Is Donald W. Nicholson & Associates Ltd SEC registered?

    Yes, Donald W. Nicholson & Associates Ltd is registered with the SEC as an investment adviser with an approved registration status.

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