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Nollenberger McCullough Investment Advisors LLC

CRD 165451SEC# 801-120348Newport Beach, CA
Export (members)
No longer SEC-registered. Nollenberger McCullough Investment Advisors LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$81.8M
Employees
5
Accounts
67
Location
Newport Beach, CA

Nollenberger McCullough Investment Advisors LLC assets under management

Nollenberger McCullough Investment Advisors LLC is a registered investment adviser overseen by the SEC based in Newport Beach, CA. It reports $81.8 million in regulatory assets under management and employs 5 people.
View on SEC.gov ↗

Nollenberger McCullough Investment Advisors LLC owners & executives

10 reported
NameTitleOwnershipSince
Andrew Elliot FlemingMemberUnder 5%2012
Barton Jeffrey NollenbergerMemberUnder 5%2020
Bruce Weston Nollenberger ControlManaging Member50-75%2020
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Frequently asked questions

How much does Nollenberger McCullough Investment Advisors LLC manage?

Nollenberger McCullough Investment Advisors LLC reports $81.8 million in regulatory assets under management on its Form ADV.

How many employees does Nollenberger McCullough Investment Advisors LLC have?

Nollenberger McCullough Investment Advisors LLC reports 5 employees.

Where is Nollenberger McCullough Investment Advisors LLC located?

Nollenberger McCullough Investment Advisors LLC is based in Newport Beach, CA.

Does Nollenberger McCullough Investment Advisors LLC disclose fund performance?

Nollenberger McCullough Investment Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address220 Newport Center Drive, #11-375, Newport Beach, CA 92660
Office hours7:00 a.m. To 4:00 p.m.
Discloses disciplinary historyNo

Regulatory AUM

$81.8M▼ 41%
Mar '25 — $137.6MApr '25 — $137.6MMay '25 — $137.6MJun '25 — $137.6MJul '25 — $137.6MAug '25 — $137.6MSep '25 — $137.6MOct '25 — $137.6MNov '25 — $137.6MDec '25 — $137.6MJan '26 — $137.6MFeb '26 — $137.6MMar '26 — $81.8MApr '26 — $81.8MMay '26 — $81.8MJun '26 — $81.8M
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 94%
Larger than 6% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers

Assets under management

$81.8Mregulatory AUM
Discretionary $81.8M