J. Mark Nickell & Co.
● SEC registered since 2021CRD 111635SEC# 801-121304Brentwood, TN
Reg. AUM
$146.4M
Employees
3
Accounts
174
Location
Brentwood, TN
J. Mark Nickell & Co. assets under management
J. Mark Nickell & Co. is a registered investment adviser overseen by the SEC based in Brentwood, TN. The firm has been registered since 2021. It reports $146.4 million in regulatory assets under management and employs 3 people.
J. Mark Nickell & Co. owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Joseph Mark Nickell Control | President/Chief Compliance Officer | 50-75% | 1994 |
| Margaret Rose Dover Control | Senior Client Advisor | 10-25% | 2026 |
| Thomas W Nickell Control | Operations Director | 10-25% | 2026 |
Frequently asked questions
How much does J. Mark Nickell & Co. manage?
J. Mark Nickell & Co. reports $146.4 million in regulatory assets under management on its Form ADV.
How many employees does J. Mark Nickell & Co. have?
J. Mark Nickell & Co. reports 3 employees.
Where is J. Mark Nickell & Co. located?
J. Mark Nickell & Co. is based in Brentwood, TN and has been SEC-registered since 2021.
Does J. Mark Nickell & Co. disclose fund performance?
J. Mark Nickell & Co. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 100 Westwood Place, Suite 330, Brentwood, TN 37027 |
| Phone | 615-371-6622 |
| Office hours | By Appointment |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$146.4M▲ 27%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 84%
Larger than 16% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$146.4Mregulatory AUM
Discretionary $138.1MNon-discretionary $8.3M