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NICH CAPITAL PARTNERS, INC.

· CRD 159260 · IAPD ↗ · nichcapitalpartners.com · (415) 203-3896

$148.0MRegulatory AUM
2Advisory reps
2Employees
0Clients
0Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
February 2026 — NICH CAPITAL PARTNERS, INC. notice-filed in NC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
62
February 2025 — NICH CAPITAL PARTNERS, INC. reported RAUM up 39% ($124.2M -> $172.6M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
55
April 2024 — NICH CAPITAL PARTNERS, LLC is now doing business as NICH CAPITAL PARTNERS, INC..
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM

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