Nicholas Co Inc
● SEC registered since 1968CRD 108347SEC# 801-4658Milwaukee, WI
Reg. AUM
$6.08B
Employees
16
Accounts
13
Location
Milwaukee, WI
Nicholas Co Inc assets under management
Nicholas Co Inc is a registered investment adviser overseen by the SEC based in Milwaukee, WI. The firm has been registered since 1968. It reports $6.1 billion in regulatory assets under management and employs 16 people.
Nicholas Co Inc owners & executives
8 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Christopher E O'Reilly Control | Chief Technology Officer, Executive Vice President | Under 5% | 2005 |
| David John Lubar Control | Director | Under 5% | 2007 |
| David Owen Nicholas Control | Chief Executive Officer, President, Chief Investment Officer, Director, Shareholder | 50-75% | 1986 |
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Join to unlock · $37/moFrequently asked questions
How much does Nicholas Co Inc manage?
Nicholas Co Inc reports $6.1 billion in regulatory assets under management on its Form ADV.
How many employees does Nicholas Co Inc have?
Nicholas Co Inc reports 16 employees.
Where is Nicholas Co Inc located?
Nicholas Co Inc is based in Milwaukee, WI and has been SEC-registered since 1968.
Does Nicholas Co Inc disclose fund performance?
Nicholas Co Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 411 E. Wisconsin Ave., Ste 2100, Milwaukee, WI 53202-4467 |
| Phone | 414-272-4650 |
| Fax | 414-272-7867 |
| Office hours | 8:00 a.m. To 4:30 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 903949 |
| Discloses disciplinary history | No |
Regulatory AUM
$6.08B▼ 4%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 11%
Larger than 89% of 16,271 advisers
EmployeesTop 29%
More than 71% of 16,825 advisers
Assets under management
$6.08Bregulatory AUM
Discretionary $6.08B