Nixon Capital LLC

CRD#148061
Investment Advisor Firm

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Learn more about Nixon Capital LLC

  • Overview
  • By the Numbers
  • Fee Structure
  • Types of Clients
  • Disclosures
  • State Registrations
  • Office Locations
  • Firm Advisors

    • Overview

    Nixon Capital LLC is a financial advisor company located in Austin, Texas. It manages $237.0 million in assets under management across 139 accounts, making it a mid-tier firm in the nation by assets under management (AUM). The company has a small group, including 4 financial advisors. Nixon Capital LLC is not a registered broker-dealer, meaning the advisor is not able to buy and sell securities for its own accounts as well as its clients' and instead must go through a broker-dealer firm to do so. Securities are exchangable financial assets like stocks, options and bonds.

    Nixon Capital LLC manages all of its client assets on a discretionary basis. Discretionary management is a structure in which buy and sell choices are made by a portfolio manager without needing to seek client permission. The advisory firm supervises about $1.7 million in assets for every client account. An average financial advisor at Nixon Capital LLC manages about 35 client accounts, making it about average in terms of personalization.

    The company's central office is located at 3800 N. Lamar Blvd, Austin, Texas 78756. The company is legally permitted to serve clients in the state of Texas.

    Assets Under Management

    $237.0 million

    Number of Advisors

    4

    Disclosures

    No

    Office Location

    3800 N. Lamar Blvd
    Austin, TX 78756

    Nixon Capital LLC by the Numbers

    Total Assets Under Management

    $237.0 million

    National Average: $9.0 billion
    Total Number of Employees

    4

    National Average: 71,771
    Total Number of Accounts

    139

    National Average: 4,329
    Average Account Size

    $1.7 million

    National Average: $2.1 million

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    Fee Structure

    Fees for financial advisory services typically depend on the type of financial services provided. However, fees billed by the firm may include some combination of the following fee types: asset-based or performance-based. Wrap fee programs, or the practice of bundling services for a single fee, are not provided by Nixon Capital LLC.

    Available

    • Offered by 70% of firms

      Percentage of Assets

      Show Explanation

      This fee, which is the most common fee type charged by advisors for portfolio management, is based on the amount of assets you have under management. Also referred to as an asset-based fee, this fee typically ranges from 0.50%-2.00% of AUM annually. You'll typically pay a lower rate the more assets you have under management.

    • Offered by 26% of firms

      Performance-based

      Show Explanation

      Advisors only earn performance-based fees if a portfolio outperforms a defined benchmark. This fee may be calculated in a number of ways but most commonly is charged as a percentage of investment profits. Performance-based fees may incentivize advisors to make riskier decisions in order to generate higher returns.

    Unavailable

    • Find one of the 21% of firms that offer this fee type

      Hourly

      Show Explanation

      Like a lawyer, a financial advisor may charge you by the hour. This can be helpful if you are only looking for short-term or one-time advice. Rates typically range from $100-$300 per hour, depending on the complexity and level of services needed.

    • Find one of the 1% of firms that offer this fee type

      Commissions

      Show Explanation

      Occasionally, advisors earn commissions from selling financial products, such as securities or insurance policies, or making certain referrals or transactions. Advisors who earn commissions may be incentivized to make certain recommendations to clients in order to make a commission. Fee-only advisors do not earn commissions, while fee-based advisors may.

    • Find one of the 0% of firms that offer this fee type

      Subscription

      Show Explanation

      Firms generally charge this fee for educational materials provided, such as a monthly magazine. This can be useful if you want to learn about investing or financial management on your own.

    • Find one of the 33% of firms that offer this fee type

      Fixed

      Show Explanation

      Fixed fees are a one-time, lump sum charged for a specific service, like the creation of a financial plan without subsequent implementation. This can be useful if you only need advice for one specific purpose, rather than a long-term advisor. Fixed fees usually range from $1,000 to $3,000.

    • Find one of the 10% of firms that offer this fee type

      Other

      Show Explanation

      Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.

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    Types of Clients

    Nixon Capital LLC works with retail investors, high net worth investors and pooled investment vehicles. Out of its 139 accounts, Nixon Capital LLC's largest client type is high net worth investors, although it also serves 117 high-net-worth individuals. A high-net-worth individual is defined by the SEC as a person who has at least $750,000 under management or a net worth of at least $1.50 million or who is considered a "qualified purchaser" (a standard met by having at least $5 million in investments). None of the company's accounts reside abroad.

    • High-Net-Worth Individuals* - 86.03%
    • Other Individuals - 12.5%
    • Corporations - 1.47%
    • 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

    Nixon Capital LLC does not have any disclosures.

    Please visit its Form ADV for more details.

    Back to Overview
    Back to Overview

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    Financial Advisors at Nixon Capital LLC

    Thomas Bonnington
    Austin, TX
    Ryan Nixon
    Austin, TX

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    The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com.

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