Nrd Capital Management, LLC
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Overview
Nrd Capital Management, LLC is an advisory firm that has its headquarters in Atlanta, Georgia. The company controls $97.9 million in assets across five client accounts. Nrd Capital Management, LLC has a small team, including 3 financial advisors. Nrd Capital Management, LLC is not a registered broker-dealer, meaning the firm cannot buy and sell securities for its own accounts as well as its customers' and instead is required to go through a broker-dealer company to do so. Securities are defined as exchangable financial assets like equities, options and bonds.
Nrd Capital Management, LLC oversees all of the firm's accounts in a discretionary manner. Discretionary management signifies that transaction decisions for the client's account are made by an investment advisor without needing to seek the customer's authorization. The firm's typical account size is $19.6 million. The typical advisor at Nrd Capital Management, LLC administers around two client accounts, placing it among the most individualized firms in the country.
The company's central office is located at 2859 Paces Ferry Rd, Atlanta, Georgia 30339.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Nrd Capital Management, LLC by the Numbers
$97.9 million
3
5
$19.6 million
Fee Structure
Fees for financial management largely depend on which services the firm provides the client. Fees billed by Nrd Capital Management, LLC likely are comprised of the following fee structures: asset-based or performance-based. The company does not provide a wrap fee program, in which the firm offers a bundle of services for a single fee.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
It provides services to pooled investment vehicles. Out of its five customers, Nrd Capital Management, LLC's largest client group is pooled investment vehicles. None of its clients reside abroad.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Nrd Capital Management, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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