DONALD W. NICHOLSON & ASSOCIATES LTD
CRD #107054 SEC #801-56986 WILMINGTON, DE 302-529-1500
SEC Registered
Total AUM
$171.3M
Discretionary
$0
Employees
6
Clients
101
Accounts
501
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $171.3M | $0 | $171.3M | 6 | 0 |
| Nov 2025 | $171.3M | $0 | $171.3M | 6 | 0 |
| May 2025 | $171.3M | $0 | $171.3M | 6 | 0 |
| Mar 2025 | $171.3M | $0 | $171.3M | 6 | 0 |
| Nov 2024 | $178.3M | $0 | $178.3M | 5 | 5 |
| Apr 2024 | $178.3M | $0 | $178.3M | 5 | 5 |
| Mar 2024 | $178.3M | $0 | $178.3M | 5 | 5 |
| Apr 2023 | $164.9M | $0 | $164.9M | 5 | 0 |
| Mar 2023 | $164.9M | $0 | $164.9M | 5 | 0 |
| Nov 2022 | $209M | $0 | $209M | 6 | 0 |
| Apr 2022 | $209M | $0 | $209M | 6 | 0 |
| Mar 2022 | $209M | $0 | $209M | 6 | 0 |
| Apr 2021 | $197.1M | $0 | $197.1M | 4 | 0 |
| Mar 2021 | $197.1M | $0 | $197.1M | 4 | 0 |
| Jun 2020 | $179.9M | $0 | $179.9M | 3 | 1 |
| Mar 2020 | $179.9M | $0 | $179.9M | 3 | 1 |
| Nov 2019 | $148.6M | $0 | $148.6M | 4 | 1 |
| Nov 2019 | $148.6M | $0 | $148.6M | 4 | 1 |
| Mar 2019 | $148.6M | $0 | $148.6M | 4 | 1 |
| Mar 2018 | $164.5M | $0 | $164.5M | 3 | 10 |
| Mar 2017 | $143.3M | $0 | $143.3M | 2 | 200 |
| Jun 2016 | $140.9M | $0 | $140.9M | 3 | 100 |
| Dec 2015 | $144.9M | $0 | $144.9M | 3 | 100 |
| Sep 2015 | $144.9M | $0 | $144.9M | 3 | 100 |
| Mar 2015 | $144.9M | $0 | $144.9M | 3 | 100 |
| Jul 2014 | $131.1M | $0 | $131.1M | 3 | 100 |
| Jul 2014 | $131.1M | $0 | $131.1M | 3 | 100 |
| Jun 2014 | $131.1M | $0 | $131.1M | 3 | 100 |
| Mar 2014 | $131.1M | $0 | $131.1M | 3 | 100 |
| Mar 2014 | $131.1M | $0 | $131.1M | 3 | 121 |
| Mar 2013 | $111.7M | $0 | $111.7M | 3 | 121 |
| Mar 2012 | $97.6M | $0 | $97.6M | 1 | 121 |
| Mar 2010 | $78.8M | $0 | $78.8M | 5 | -- |
| Dec 2007 | $68M | $0 | $68M | 5 | -- |
| Mar 2007 | $68M | $0 | $68M | 5 | -- |
| Mar 2006 | $60.1M | $0 | $60.1M | 5 | -- |
| Jun 2005 | $52.3M | $0 | $52.3M | 5 | -- |
| Mar 2002 | $40M | $0 | $40M | 5 | -- |
DateDec 2025
Total AUM$171.3M
Discretionary$0
Non-Disc.$171.3M
Employees6
Clients0
DateNov 2025
Total AUM$171.3M
Discretionary$0
Non-Disc.$171.3M
Employees6
Clients0
DateMay 2025
Total AUM$171.3M
Discretionary$0
Non-Disc.$171.3M
Employees6
Clients0
DateMar 2025
Total AUM$171.3M
Discretionary$0
Non-Disc.$171.3M
Employees6
Clients0
DateNov 2024
Total AUM$178.3M
Discretionary$0
Non-Disc.$178.3M
Employees5
Clients5
DateApr 2024
Total AUM$178.3M
Discretionary$0
Non-Disc.$178.3M
Employees5
Clients5
DateMar 2024
Total AUM$178.3M
Discretionary$0
Non-Disc.$178.3M
Employees5
Clients5
DateApr 2023
Total AUM$164.9M
Discretionary$0
Non-Disc.$164.9M
Employees5
Clients0
DateMar 2023
Total AUM$164.9M
Discretionary$0
Non-Disc.$164.9M
Employees5
Clients0
DateNov 2022
Total AUM$209M
Discretionary$0
Non-Disc.$209M
Employees6
Clients0
DateApr 2022
Total AUM$209M
Discretionary$0
Non-Disc.$209M
Employees6
Clients0
DateMar 2022
Total AUM$209M
Discretionary$0
Non-Disc.$209M
Employees6
Clients0
DateApr 2021
Total AUM$197.1M
Discretionary$0
Non-Disc.$197.1M
Employees4
Clients0
DateMar 2021
Total AUM$197.1M
Discretionary$0
Non-Disc.$197.1M
Employees4
Clients0
DateJun 2020
Total AUM$179.9M
Discretionary$0
Non-Disc.$179.9M
Employees3
Clients1
DateMar 2020
Total AUM$179.9M
Discretionary$0
Non-Disc.$179.9M
Employees3
Clients1
DateNov 2019
Total AUM$148.6M
Discretionary$0
Non-Disc.$148.6M
Employees4
Clients1
DateNov 2019
Total AUM$148.6M
Discretionary$0
Non-Disc.$148.6M
Employees4
Clients1
DateMar 2019
Total AUM$148.6M
Discretionary$0
Non-Disc.$148.6M
Employees4
Clients1
DateMar 2018
Total AUM$164.5M
Discretionary$0
Non-Disc.$164.5M
Employees3
Clients10
DateMar 2017
Total AUM$143.3M
Discretionary$0
Non-Disc.$143.3M
Employees2
Clients200
DateJun 2016
Total AUM$140.9M
Discretionary$0
Non-Disc.$140.9M
Employees3
Clients100
DateDec 2015
Total AUM$144.9M
Discretionary$0
Non-Disc.$144.9M
Employees3
Clients100
DateSep 2015
Total AUM$144.9M
Discretionary$0
Non-Disc.$144.9M
Employees3
Clients100
DateMar 2015
Total AUM$144.9M
Discretionary$0
Non-Disc.$144.9M
Employees3
Clients100
DateJul 2014
Total AUM$131.1M
Discretionary$0
Non-Disc.$131.1M
Employees3
Clients100
DateJul 2014
Total AUM$131.1M
Discretionary$0
Non-Disc.$131.1M
Employees3
Clients100
DateJun 2014
Total AUM$131.1M
Discretionary$0
Non-Disc.$131.1M
Employees3
Clients100
DateMar 2014
Total AUM$131.1M
Discretionary$0
Non-Disc.$131.1M
Employees3
Clients100
DateMar 2014
Total AUM$131.1M
Discretionary$0
Non-Disc.$131.1M
Employees3
Clients121
DateMar 2013
Total AUM$111.7M
Discretionary$0
Non-Disc.$111.7M
Employees3
Clients121
DateMar 2012
Total AUM$97.6M
Discretionary$0
Non-Disc.$97.6M
Employees1
Clients121
DateMar 2010
Total AUM$78.8M
Discretionary$0
Non-Disc.$78.8M
Employees5
Clients--
DateDec 2007
Total AUM$68M
Discretionary$0
Non-Disc.$68M
Employees5
Clients--
DateMar 2007
Total AUM$68M
Discretionary$0
Non-Disc.$68M
Employees5
Clients--
DateMar 2006
Total AUM$60.1M
Discretionary$0
Non-Disc.$60.1M
Employees5
Clients--
DateJun 2005
Total AUM$52.3M
Discretionary$0
Non-Disc.$52.3M
Employees5
Clients--
DateMar 2002
Total AUM$40M
Discretionary$0
Non-Disc.$40M
Employees5
Clients--