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NUANCE INVESTMENTS, LLC
CRD 148534File 801-69682
APPROVED
Retail clients
Filing as of Jul 1, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$984.3M
Above cohort median (national)
Discretionary AUM
$984.3M
Clients
257
257 accounts
Employees
11
Above cohort median in MO
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Oct 22, 2008
- Principal office
- 4900 MAIN STREET, SUITE 220, KANSAS CITY, MO, 64112
- Phone
- 816-743-7080
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $984.3M
- Discretionary AUM
- $984.3M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 257
- Non-discretionary accounts
- 0
- Total accounts
- 257
- AUM per client
- $3.8M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 8 | $66.8M |
| Investment companies | 2 | $444.1M |
| Charitable organizations | 5 | $90.8M |
| High net worth individuals | 28 | $49.4M |
| Pension and profit sharing plans | 5 | $191.9M |
| State or municipal government entities | 1 | $49.9M |
| Individuals (other than high net worth individuals) | 208 | $91.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- 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 | Change |
|---|---|---|---|---|
| Feb 1, 2026 | Employees | 17 | 11 | decreased by6 |
| Feb 1, 2026 | Clients | 419 | 257 | decreased by162 |
| Feb 1, 2026 | AUM | $2,845,896,775 | $984,290,871 | decreased by$1,861,605,904 |
| Feb 1, 2026 | Accounts | 419 | 257 | decreased by162 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 22 | 17 | decreased by5 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 790 | 419 | decreased by371 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $6,660,123,316 | $2,845,896,775 | decreased by$3,814,226,541 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 790 | 419 | decreased by371 |
| Apr 1, 2022 | Employees | 20 | 22 | increased by2 |
| Apr 1, 2022 | Clients | 942 | 790 | decreased by152 |
| Apr 1, 2022 | AUM | $5,949,248,916 | $6,660,123,316 | increased by$710,874,400 |
| Apr 1, 2022 | Accounts | 942 | 790 | decreased by152 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “NUANCE INVESTMENTS” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“NUANCE INVESTMENTS” may also match similarly-named firms). Confirm identity against each filing.
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.