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NICHOLAS CO INC
CRD 108347File 801-4658
APPROVED
Retail clients
Filing as of Jan 23, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$6.08B
Top 25% of cohort (national)
Discretionary AUM
$6.08B
Clients
12
13 accounts
Employees
16
Top 10% of cohort in WI
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Jan 8, 1968
- Principal office
- 411 E. WISCONSIN AVE., STE 2100, MILWAUKEE, WI, 53202-4467
- Phone
- 414-272-4650
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $6.08B
- Discretionary AUM
- $6.08B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 13
- Non-discretionary accounts
- 0
- Total accounts
- 13
- AUM per client
- $506.4M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $11.9M |
| Investment companies | 4 | $6.04B |
| Charitable organizations | 5 | $19.4M |
| High net worth individuals | 3 | $8.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for investment companies
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.