Donald W. Nicholson & Associates Ltd
● SEC registered since 1999CRD 107054SEC# 801-56986Wilmington, DE
Reg. AUM
$171.2M
Employees
5
Accounts
354
Location
Wilmington, DE
Donald W. Nicholson & Associates Ltd assets under management
Donald W. Nicholson & Associates Ltd operates as an SEC-registered investment adviser based in Wilmington, DE. The firm has been registered since 1999. It reports $171.2 million in regulatory assets under management and employs 5 people.
Donald W. Nicholson & Associates Ltd owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Donald William Nicholson Control | President/Director | Over 75% | 1987 |
| Donald William Nicholson Control | Chief Compliance Officer | Under 5% | 2025 |
| Mary Lynn Nicholson Control | Secretary/Treasurer/Director | Under 5% | 1987 |
Frequently asked questions
How much does Donald W. Nicholson & Associates Ltd manage?
Donald W. Nicholson & Associates Ltd reports $171.2 million in regulatory assets under management on its Form ADV.
How many employees does Donald W. Nicholson & Associates Ltd have?
Donald W. Nicholson & Associates Ltd reports 5 employees.
Where is Donald W. Nicholson & Associates Ltd located?
Donald W. Nicholson & Associates Ltd is based in Wilmington, DE and has been SEC-registered since 1999.
Does Donald W. Nicholson & Associates Ltd disclose fund performance?
Donald W. Nicholson & Associates Ltd is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1403 Silverside Rd, Ste B, Wilmington, DE 19810 |
| Phone | 302-529-1500 |
| Fax | 302-529-0474 |
| Office hours | 8:30 a.m. - 5:00 p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$171.2MNo change
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 79%
Larger than 21% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$171.2Mregulatory AUM
Discretionary $115.9MNon-discretionary $55.3M