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NUANCE INVESTMENTS, LLC

KANSAS CITY, MO · CRD 148534 · IAPD ↗ · nuanceinvestments.com · 816-743-7080

$984.3MRegulatory AUM
3Advisory reps
11Employees
10Clients
n/aPlanning clients
0Private funds
53States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

48
February 2026 — NUANCE INVESTMENTS, LLC reported RAUM down 65% ($2.85B -> $984.3M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
53
February 2026 — NUANCE INVESTMENTS, LLC shrank from 8 to 3 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
50
April 2025 — NUANCE INVESTMENTS, LLC reported RAUM down 43% ($5.00B -> $2.85B).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
49
April 2024 — NUANCE INVESTMENTS, LLC notice-filed in PR, VI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.