Stifel, Nicolaus & Company, Inc

Investment Advisor
in Abilene, TX

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About this Advisor

James Fellhauer is a financial advisor based out of Abilene, Texas, who has 10 years of financial industry experience. Fellhauer is an employee of Stifel, Nicolaus & Company, Inc. During their career, the advisor has held roles at Merrill Lynch, Pierce, Fenner & Smith Inc, Abercrombie & Fitch - Hollister, Bank Of America, N.A and Stifel Nicolaus & Co Inc. Fellhauer has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to operate in Texas. Stifel, Nicolaus & Company, Inc is a registered investment business operating out of Abilene, Texas. The investment advisory business has offices in 434 locations and a total of 6,384 people on staff. It manages $149 billion in assets under management between its 316,625 customer accounts, placing it among the biggest financial advisory firms in the country by assets under management. The firm serves 1,274 charitable organizations. Of its 316,625 accounts, 27% are associated with high-net-worth investors who have greater than $1 million in assets. Stifel, Nicolaus & Company, Inc performs a broad assortment of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. A financial advisor's fees are based on the services. However, fees billed by Stifel, Nicolaus & Company, Inc can include some blend of asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 66

Years of Experience

10 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Fixed Fees, Commissions



Office Location

500 Chestnut Street Suite 1300
Abilene, TX 79602

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Stifel, Nicolaus & Company, Inc Brokerage Details

Total Assets Under Management


TX Average: $11,469,110,461
Total Number of Employees


TX Average: 458
Total Number of Accounts


TX Average: 33,415
Average Account Size


TX Average: $343,232

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

James Fellhauer Work History

James has 10 years of experience.

2020 - Present (2 years)

Stifel Nicolaus & Co Inc

2014 - 2014 (< 1 year)

Merrill Lynch, Pierce, Fenner & Smith Inc

2014 - 2020 (6 years)

Bank Of America, N.A

2012 - 2014 (2 years)

Abercrombie & Fitch - Hollister


James Fellhauer has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Stifel, Nicolaus & Company, Inc

John Thomas
Saint Louis, MO
Zachary Hageman
Valdosta, GA
John Mayer
Bismarck, ND
Douglas Patton
Pensacola, FL
Stuart Buck
Fort Myers, FL
Adam Higgins
Cincinnati, OH
David Lee
San Diego, CA
Kyle Shaw
Saint Louis, MO

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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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