NOLLENBERGER MCCULLOUGH INVESTMENT ADVISORS LLC
CRD #165451 SEC #801-120348 SAUSALITO, CA 415.287-5100
SEC Registered
Total AUM
$137.6M
Discretionary
$137.6M
Employees
5
Clients
0
Accounts
87
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $137.6M | $137.6M | $0 | 5 | 4 |
| Oct 2025 | $137.6M | $137.6M | $0 | 5 | 4 |
| Jun 2025 | $137.6M | $137.6M | $0 | 5 | 4 |
| Mar 2025 | $137.6M | $137.6M | $0 | 5 | 4 |
| Feb 2024 | $120.5M | $120.5M | $0 | 5 | 4 |
| Feb 2024 | $120.5M | $120.5M | $0 | 5 | 4 |
| Mar 2023 | $119.9M | $119.9M | $0 | 5 | 1 |
| Mar 2022 | $134.7M | $134.7M | $0 | 5 | 1 |
| Aug 2021 | $122.3M | $122.3M | $0 | 5 | 1 |
| Jan 2021 | $122.3M | $122.3M | $0 | 5 | 1 |
| Jan 2021 | $122.3M | $122.3M | $0 | 5 | 1 |
DateDec 2025
Total AUM$137.6M
Discretionary$137.6M
Non-Disc.$0
Employees5
Clients4
DateOct 2025
Total AUM$137.6M
Discretionary$137.6M
Non-Disc.$0
Employees5
Clients4
DateJun 2025
Total AUM$137.6M
Discretionary$137.6M
Non-Disc.$0
Employees5
Clients4
DateMar 2025
Total AUM$137.6M
Discretionary$137.6M
Non-Disc.$0
Employees5
Clients4
DateFeb 2024
Total AUM$120.5M
Discretionary$120.5M
Non-Disc.$0
Employees5
Clients4
DateFeb 2024
Total AUM$120.5M
Discretionary$120.5M
Non-Disc.$0
Employees5
Clients4
DateMar 2023
Total AUM$119.9M
Discretionary$119.9M
Non-Disc.$0
Employees5
Clients1
DateMar 2022
Total AUM$134.7M
Discretionary$134.7M
Non-Disc.$0
Employees5
Clients1
DateAug 2021
Total AUM$122.3M
Discretionary$122.3M
Non-Disc.$0
Employees5
Clients1
DateJan 2021
Total AUM$122.3M
Discretionary$122.3M
Non-Disc.$0
Employees5
Clients1
DateJan 2021
Total AUM$122.3M
Discretionary$122.3M
Non-Disc.$0
Employees5
Clients1