J. MARK NICKELL & CO.
CRD #111635 SEC #801-121304 BRENTWOOD, TN 615-371-6622
SEC Registered
Total AUM
$115.4M
Discretionary
$111.3M
Employees
3
Clients
26
Accounts
162
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $115.4M | $111.3M | $4M | 3 | 0 |
| Feb 2024 | $120.8M | $118M | $2.7M | 2 | 0 |
| Feb 2023 | $107.7M | $105.6M | $2.1M | 2 | 0 |
| Mar 2022 | $125.4M | $124.4M | $987.5K | 2 | 0 |
| Aug 2021 | $111.2M | $110.2M | $1M | 2 | 0 |
| Apr 2021 | $111.2M | $110.2M | $1M | 2 | 0 |
| Apr 2021 | $111.2M | $110.2M | $1M | 2 | 0 |
| Mar 2012 | $67.8M | $67.8M | $0 | 1 | 26 |
| Mar 2012 | $67.8M | $67.8M | $0 | 1 | 26 |
| May 2011 | $70.1M | $70.1M | $0 | 5 | -- |
| Mar 2011 | $70.1M | $70.1M | $0 | 5 | -- |
| Mar 2009 | $46.4M | $46.4M | $0 | 5 | -- |
| Mar 2008 | $63.8M | $63.8M | $0 | 5 | -- |
| Mar 2007 | $55.3M | $55.3M | $0 | 5 | -- |
| Mar 2006 | $45.4M | $45.4M | $0 | 5 | -- |
DateMar 2025
Total AUM$115.4M
Discretionary$111.3M
Non-Disc.$4M
Employees3
Clients0
DateFeb 2024
Total AUM$120.8M
Discretionary$118M
Non-Disc.$2.7M
Employees2
Clients0
DateFeb 2023
Total AUM$107.7M
Discretionary$105.6M
Non-Disc.$2.1M
Employees2
Clients0
DateMar 2022
Total AUM$125.4M
Discretionary$124.4M
Non-Disc.$987.5K
Employees2
Clients0
DateAug 2021
Total AUM$111.2M
Discretionary$110.2M
Non-Disc.$1M
Employees2
Clients0
DateApr 2021
Total AUM$111.2M
Discretionary$110.2M
Non-Disc.$1M
Employees2
Clients0
DateApr 2021
Total AUM$111.2M
Discretionary$110.2M
Non-Disc.$1M
Employees2
Clients0
DateMar 2012
Total AUM$67.8M
Discretionary$67.8M
Non-Disc.$0
Employees1
Clients26
DateMar 2012
Total AUM$67.8M
Discretionary$67.8M
Non-Disc.$0
Employees1
Clients26
DateMay 2011
Total AUM$70.1M
Discretionary$70.1M
Non-Disc.$0
Employees5
Clients--
DateMar 2011
Total AUM$70.1M
Discretionary$70.1M
Non-Disc.$0
Employees5
Clients--
DateMar 2009
Total AUM$46.4M
Discretionary$46.4M
Non-Disc.$0
Employees5
Clients--
DateMar 2008
Total AUM$63.8M
Discretionary$63.8M
Non-Disc.$0
Employees5
Clients--
DateMar 2007
Total AUM$55.3M
Discretionary$55.3M
Non-Disc.$0
Employees5
Clients--
DateMar 2006
Total AUM$45.4M
Discretionary$45.4M
Non-Disc.$0
Employees5
Clients--